Worksite Sales Director
About the role
This position will drive business growth by researching, identifying, and attracting new employer group and supplemental insurance business that aligns with our value proposition, through the broker distributed model. This sales position will maintain strong client relations beyond the sale, ensuring all clients have a seamless, efficient, and prosperous product for their groups. The successful candidate will have creative business sales abilities and strong client management skills to build upon our product’s success in the market.
Responsibilities
- Drive business growth by researching, identifying, and attracting new employer group and supplemental insurance business that aligns with our value proposition, through the broker distributed model.
- Maintain strong client relations beyond the sale, ensuring all clients have a seamless, efficient, and prosperous product for their groups.
- Create and use a network of contacts and resources through a consultative selling approach to capture, develop and monetize broker relationships.
- Work effectively to manage time and work product to ensure that sales goal and related activity metrics are achieved.
- Carefully coordinate with Account Managers for successful intake of new business utilizing various enrollment technology platforms, file formats, and other tools necessary to insure timely and accurate account setup and processing of new business.
- Partner with internal Technology Specialist prior to selling activities to ensure proper enrollment technology and group setup is achieved and executed at enrollment.
- Assist Client Concierge, Account Manager and Case Manager to troubleshoot any issues related to setup of billing, or remittance parameters established in the policy admin system.
- Partner with Account Manager and other internal stakeholders as an additional resource for all related group setup and initial onboarding activities, coordinating workflows and takeaway items for handling within the team.
- Participate and advise in meetings related to account management, re-enrollment strategizing and administrative structure.
- Work with Account Managers to ensure all necessary group paperwork including agent contracting is completed and accurately entered to systems prior to enrollment and intake of new business applications for processing.
- Travel of at least 10 business days per month to work with brokers and other outside partners is expected.
Requirements
- Bachelor’s Degree or equivalent work experience
- Three (3) years’ experience in employee benefit sales or client facing activities
- Resident L&H licensing in active, good standing
- Proven track record of excellent customer relations and problem solving – able to positively connect with all levels of field force, staff, vendors, and customers
- Self-motivated – you are a “go-getter”, minor hurdles do not prevent you from achieving your objectives
- Results oriented – you have a proven record of setting, achieving, and exceeding production goals
- Strong communication skills – you are a good listener, clearly articulate your thoughts, and are very persuasive
- Organized – you easily prioritize to maximize your efforts and maintain proper time management
- Computer skills – you are proficient with Microsoft Office, and using a Contact Management System
- Practical, articulate, and creative with the ability to solve difficult business problems
- Highly developed organizational, verbal, and written communication, and presentation skills
- Strong attention to detail
- Comfortable working in multiple onboarding/administrative systems a must
- Ability to work independently and within a team environment, demonstrating leadership qualities, without de facto leadership role
- Familiarity with industry resources, group product quoting protocols and existing broker relationships
- Ability to travel, up to 50%, primarily within the continental US to meet sales performance goals
Qualifications
- Qualified people of all races, ethnicities, ages, sex, genders, sexual orientations, national origins, gender identities, marital status, religions, veterans' statuses, disabilities, and any other protected classes are strongly encouraged to apply.
Benefits
- health insurance (medical, dental, and vision)
- flexible spending accounts (medical and dependent care)
- 401k plan with generous employer match
- paid time off
- paid holidays (11)
- life insurance
- short- and long-term disability insurance
- employee assistance program
- professional development & tuition reimbursement
- career growth opportunities
- friendly, collaborative culture
About Armed Forces Benefit Association (AFBA) and 5Star Life In
In 1947, AFBA emerged from the basement of the Pentagon to solve a critical need in support of the military. More than 75 years later, our commitment to those who serve and to solving their unique problems remains core to everything we do. Founded to provide military members with a death benefit no one else would, we continue to embrace our mission and deliver benefits tailored to the real-life needs of all who serve today, including active duty, National Guard, and first responders. Providing protection to those who go in harm’s way, we ensure survivor and other benefits are available to all who serve, defend, and protect our great nation, no matter what.
As a related enterprise to the non-profit Armed Forces Benefit Association (AFBA), 5Star Life Insurance Company was founded in service and carry that mission today by committing to serve those who serve, from underwriting benefits for military and first responder families to providing coverage to the employees that keep our communities running. Our commitment to our communities – rather than the bottom line- drives our business. Through the values of Integrity, Commitment, Stewardship, Service, Patriotism, Inclusiveness, Culture, and Social Justice, our team provides insurance solutions for those who serve, defend, and protect our great nation in the armed forces, as well as first responders, federal government and department of defense employees, and our country's civilian workforce.