Client Executive (Retirement Services) - Boise

Prime Team Partners • Boise, ID

77d • $75,000 - $125,000

About The Position

As a Client Executive, you will play a pivotal role in developing new business opportunities, closing sales, and strategically managing and retaining a book of business. This role requires a dynamic, self-motivated professional with a strong background in employee benefits, a proven track record in sales, and the ability to build and maintain strong client relationships at the C-suite level. You will work closely with the marketing team to identify and cultivate leads, as well as collaborate with client management and service teams to ensure exceptional service delivery and client retention. Effective communication, strategic selling, and strong leadership skills are essential for success in this role.

Requirements

• Minimum of 5 years (7+ years preferred) in sales or Retirement Services, with experience in a broker agency or benefit administration firm.
• Bachelor's degree preferred.
• Current life and health insurance license required.
• Proficiency in Microsoft Office and CRM software (Microsoft CRM preferred).
• Highly skilled in using Microsoft Excel and familiar with database applications.
• Excellent verbal and written communication skills, with the ability to influence and effectively interact with C-suite clients.
• Strong leadership skills with the ability to work at a senior strategic level.
• Self-motivated, disciplined, and able to thrive in a fast-paced environment while meeting or exceeding sales and retention goals.
• Organized and detail-oriented, with the ability to meet deadlines and work well in a team setting.

Responsibilities

• Identify, prospect, and close new business through referrals, networking, and prospect meetings to meet quarterly and annual revenue goals.
• Work closely with the marketing team to strategically nurture and cultivate prospects, and with account managers to identify and target new business markets.
• Build rapport and business relationships through face-to-face meetings, phone calls, social media, and thought leadership opportunities.
• Foster and manage client relationships to ensure high satisfaction and achieve annual retention goals.
• Educate prospects on business trends, compliance issues, product evolution, and the company's value proposition.
• Communicate multi-year strategies to clients and oversee client wellness program strategies.
• Manage the sales pipeline and activities using CRM software, ensuring all sales goals and targets are met or exceeded.
• Oversee overall service delivery, including pre-renewal strategy, renewal, open enrollment, and post-renewal follow-up.
• Negotiate client contracts with carriers, ensuring favorable terms and compliance with relevant legislation and regulations.
• Remain fully knowledgeable on compliance issues governed by legislation and regulations impacting employer-sponsored health and welfare plans.

Benefits

• Competitive base salary with the potential for additional variable compensation, commissions, and annual bonuses.
• Health, wellbeing, retirement, and other financial benefits.
• Paid time off and overtime pay for non-exempt employees.
• Robust learning and development programs.
• Reimbursement of job-related expenses.
• Access to employee perks and discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Administrative and Support Services
• Education Level: Bachelor's degree
• Number of Employees: 11-50 employees