Sales Consultant responsible for building foundational broker relationships and achieving sales goals at Warner Pacific. Focused on creating sales opportunities and providing effective product training.
Responsibilities
Meet or achieve monthly/annual sales goals.
Recommends appropriate solutions to meet customer needs and resolves questions with direction as needed.
Generates prospective/inactive broker opportunities by utilizing various sales strategies.
Cultivate current broker relationships and identify strategies to expand opportunities.
Reviews data on sales reports to identify patterns, identify opportunities and develop sales strategies.
Helps identify areas of sales process improvements to achieve sales targets and initiatives.
Conduct structured training sessions covering product knowledge, quoting tools, and market trends.
Regularly assess broker understanding and provide ongoing education on product updates.
Participate in a variety of industry events and conferences to generate new agency leads and develop new business opportunities.
Lead brokers through the entire sales cycle, ensuring they understand each step, from quote through implementation.
Engage brokers early in the renewal process to assess client needs, any changes in the business, and possible improvements to their current policies.
Maintain regular communication through check-ins on quote follow up, newsletters, or industry updates.
Offer tailored support, whether it's new product information or helping brokers navigate the sales process.
Demonstrate a solid understanding of our carrier partner’s, industry trends, underwriting guidelines, services and products.
Builds relationships with cross-functional/external stakeholders and customers.
Ensures a high level of customer service is provided for the utmost experience.
Document activity and communication in Agency Bloc.
Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance.
Provide back up in other areas within the department/company as needed/requested.
Knowledge of core OOS quoting processes.
Ability to participate in RFP process when competing for an agency.
Requirements
Minimum 1-2 years of health care/medical sales/service experience, preferred.
Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred.
Demonstrate exceptional interpersonal skills.
Demonstrate consultative skills with internal and external partners.
Proven ability to multi-task in a complex environment with high accuracy and work volume under supervision.
Solid understanding of market factors, carriers, carrier guidelines, plans, benefits, and legislation in the Iowa and Illinois group insurance landscape.
Collaborative and flexible work style to pivot in a fast-paced work environment.
Ability to self-start and think/act independently.
Highly effective written and oral communication.
Maintain confidentiality.
Demonstrated ability to effectively negotiate.
Demonstrate exceptional presentation skills to present internally or externally to brokers or carrier partners.
Ability to quickly adapt to emerging technologies.
Computer literacy in programs such as but not limited to: Microsoft Excel, Power Point, Microsoft 365, Agency Bloc.
Maintain a valid Iowa and Illinois life/health insurance license.
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