Sales Consultant

Role Overview

• 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.

Benefits

• N/A