Broker Market Analyst

Personify Health

About The Position

Ready to create a healthier world? We are ready for you! Personify Health is on a mission to simplify and personalize the health experience to improve health and reduce costs for companies and their people. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we’re shaping a healthier, more engaged future. In the role of a Broker Market Analyst , you , create interest and drive brand and solution awareness and preference with Brokers / Brokerage Firms within targeted regions. The Market Analyst is primarily responsible for generating new relationships by leveraging market data, curating targeted outreach campaigns and doing outreach via LinkedIn and emails. Additionally as a Market Analyst you will be responsible for executing upon targeted campaigns to captivate new potential brokers and generate interest in meeting for the CBR Director and or TPA Regional Sales Directors t. To be successful in this role, the market analyst r will nurture relationships, build value, handle objections, create urgency, , and collaborate strategically with the field and marketing to create a sales pipeline that exceeds quota expectations.

Requirements

Proven success in sales/marketing in TPA and or Benefit Administration. Outgoing, positive, friendly, and a master communicator
Demonstrated history in exceeding performance goals and quotas
Experience selling enterprise products/services with a focus on value-based selling methodologies
Strong communications and understanding of how to identify consultant and broker needs and map business value
Adept in using Salesforce.com, Hubspot and Microsoft Office applications
Internet and research savvy using online resources such as LinkedIn and ZoomInfo to identify contacts within target companies. Experience with Benefitflow and/or MPLOYER appreciated but not required.
Proficient in managing multiple simultaneous qualification and sales processes
Strong understanding of target consulting and brokerage firms and range between core job deliverables to solving business problems
Must quickly assess a business situation or scenario and develop plans to address challenges or capture opportunities

Responsibilities

Qualify all incoming consultant & broker inquiries generated through web and marketing campaign leads
Use lead sourcing directives on target geographic markets and contact roles (outlined by the consultant & broker relations team) to influence lead sourcing
Source new consultant/broker leads through - online research leveraging multi-modal broker prospecting tools, LinkedIn and more
Successfully set up strategic alignment meetings for the consultant & broker relations team (via email) so that the team can conduct discovery, assess fit and determine next steps for consultant and broker contacts
Strategic sales capabilities that include a high comfort level communicating with defined consultant & broker contact roles within a consulting/brokerage firm, balanced with tactical skills for a fast-paced, high volume lead follow-up and qualification environment
You will also have a primary responsibility to educate leads/contacts regarding:
Personify Health’s value and key positioning pillars; solution differentiation from market alternatives
Prospect into target consulting/brokerage firms to find new contacts and revenue opportunities
Develop and articulate high-impact messaging that resonates with consultants and brokers, captures a value prop, and embodies Personify Health's values
Consistently logging lead, contact, account, and qualification data in Salesforce.com Report weekly metrics
Work with consultant and broker relations directors to gain insight into individual territory and target market plans and establish lead generation priorities and methods.
Achieve quarterly objectives

Benefits

Comprehensive medical and dental coverage through our own health solutions (yes, we use what we build!)
Mental health support and wellness programs designed by experts who get it
Flexible work arrangements that fit your life, not the other way around
Retirement planning support to help you build real wealth for the future
Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage
Professional development opportunities and clear career progression paths
Mentorship from industry leaders who want to see you succeed
Learning budget to invest in skills that matter to your future
People Matter: Inclusive community where every voice matters and diverse perspectives drive innovation
One Team One Dream: Collaborative environment where we celebrate wins together and support each other through challenges
We Deliver: Mission-driven work that creates real impact on people's health and wellbeing, with clear accountability for results
Grow Forward: Continuous learning mindset with team events, recognition programs, and celebrations that make work genuinely enjoyable
Competitive base salary that rewards your success
Unlimited PTO policy because rest and recharge time is non-negotiable
Benefits effective day one—because you shouldn’t have to wait to be taken care of