Overview

Key ResponsibilitiesSales•Consistently meets sales objectives, appointments, outbound calls and prospecting goals set by management.•Identify and develop relationships with new brokers and clients.•Cultivate relationships with existing brokers, carrier representatives and clients as necessary to increase sales opportunities.•Identify, target and develop relationships with other entity types that can help develop sales opportunities•Meet with leadership regularly to review sales performance and assess/strategize next week’s plans and objectives•Develop custom proposals in a timely manner•Manage and complete responses to RFPs.•Follow up on all open opportunities in a timely manner until closed or won.•Attend off-site meetings, appointments, and industry events to increase sales opportunities.•Maintain a clean and updated CRM to effectively manage pipeline and data in CRM•Respond to inbound phone and email inquiriesCommunication•Deliver effective technology demonstrations both virtually and on-site (when applicable)•Present our products and services to new brokerage offices virtually and in-person•Present to client employees to educate participants on the benefits of the products and how to utilize their benefits with Flex to maximize participation.•Proactively communicate with brokers and clients to evaluate their level of satisfaction and solicit feedback on how service can be improved.•Maintain collaborative relationships with internal staff to facilitate new sales.•Be available on the inbound call center sales queue. Respond to calls and emails in a timely mannerTraining & Education•Keep abreast of market changes and regulations as they relate to CDHP products and services.•Conduct broker and client training as necessary to facilitate meeting and exceeding sales goals.•Deliver seminars and webinars and/or other presentations to further sales opportunities and support enrollment meetings.Business Development•Maintain a razor-sharp focus on developing and qualifying leads to drive additional sales opportunities through cold-calling, networking, and other lead-generation opportunities to maintain a healthy pipeline•Participate in the implementation of sales strategies to enhance sales efforts.•Partner with Marketing in order to create new relationships for sales opportunities.•Identify new growth opportunities and relationships types.•Utilize social media to make connections, target potential buyers, develop network and communicate prospecting strategiesWe are a dynamic company in a rapidly changing environment. Accordingly, the responsibilities associated with this position will change in accordance with the company’s business needs. More specifically, the incumbent may be required to perform additional and/or different responsibilities from those set forth above.RequirementsEducationRequired:Bachelor’s degree in Business, Marketing, or related field or equivalent experience.Preferred:Specialized training in CDHP benefits fieldExperience•Minimum 3 year of outside business-to-business sales or relationship building experience, benefits insurance related sales experience is a plus•Experience delivering technology product demonstrations• Experience in developing and nurturing productive client relationships.•Proven track record of meeting and exceeding targets•Proficient with MS Office – Word, Excel, and PowerPointPerformance Skills•Action-oriented self- starter with an “ownership mindset”.•Proven ability to lead the development of long-term relationships with new brokers, account managers and clients.•Grit and eagerness to help grow and expand Flex’s business.•Intense desire to take ownership of an untapped territory and grow it to its maximum potential•Eagerness to work hard in order to reap rewards of prospecting/selling efforts.•Creative mindset and an entrepreneurial spirit.•Strong organizational skills and efficient at meeting deadlines•Energetic, positive, self-starter with desire to succeed•Outgoing, friendly personality with a professional demeanor and a high level of integrity•Adaptable and willing to support business needs•Demonstrated ability to learn quickly, master tasks and train others•Ability to prepare and deliver effective presentations•Strong problem-solving skills•Proficient with Customer Relationship Management(CRM) software – e.g.: Microsoft Dynamics, Sales Force•Excellent interpersonal and communication skills•Ability to work in a fast-paced environment while remaining professional, courteous, and helpful•Ability to work remotely while maintaining efficienciesPhysical Requirements•On average, some travel may be required. Must hold a valid driver’s license with no restrictions and possess own vehicle.•Chicagoland area resident is preferred.•Given the seasonal nature of the business, incumbent will have limited ability to take vacation or personal days during peak selling seaons. ComplexityProblem Solving and Decision Making•Must be very responsive to producers and employers. Must have the ability to help producers and employers solve their benefit problems and needs. Must be able to work autonomously to identify the urgency of various issues, determine how these issues are prioritized, and bring these issues to resolution. Escalate matters to manager as necessary.Position and Risk DesignationThis position has a Tier 2 Risk Designation. Please refer to the associated Position Access and Risk Designation document.