developing new business opportunities
closing sales to achieve established annual sales goals
managing and retaining assigned book of business
working closely with marketing team to identify and cultivate leads
collaborating with client management and service teams to effectively service and retain clients
identifying, prospecting, and closing new business via referrals and networking sources
meeting quarterly and annual revenue goals
nurturing and cultivating prospects
building rapport and business relationships
educating prospects on business trends and compliance
managing sales pipeline and activities via Microsoft CRM
attending association events and meetings
establishing vendor relationships and developing referral sources
fostering and managing overall relationship with clients
ensuring high client satisfaction and retention goals
communicating multi-year strategy to clients
creating and overseeing client wellness program strategies
reviewing client team’s RFPs

Must have excellent verbal and written communication skills
Ability to influence and effectively interact with C-suite clients and prospective clients
Strong leadership skills
Must be self-motivated and disciplined
Ability to thrive in fast-paced environment and meet or exceed annual sales and retention goals
Must be highly skilled in use of Microsoft Office; Experience with customer relationship management (CRM) software program, preferred
Must be organized and detail-oriented, with the ability to meet deadlines and work well with others.
7+ years’ of sales and/or employee benefits experience, preferred; 5+ required
Experience selling to C-Suite, strongly preferred
Current life and health insurance license, required
Bachelor’s Degree, preferred
Up to date and knowledgeable on Health Care Reform and health and ancillary insurance products
Practical knowledge of quoting process and tools
Proficient in Microsoft Excel and familiar with database applications

Client Executive

Key skills