Inside Sales Consultant

Warner Pacific Insurance Services•Westerville, OH
•$65,625 - $87,500

About The Position

The Inside Sales Consultant works with an assigned Sales Consultant in high-volume territories to maximize sales. The role recruits and engages brokers to place group medical and specialty business through Warner Pacific, and conducts training seminars and webinars about the tools, services, and opportunities available through the company. The position supports broker relationships and sales activity across medical and specialty product lines, including prospecting, responding to inquiries, and helping brokers with training and marketing. The consultant records sales activity and communications in Salesforce and applies knowledge of the Ohio insurance landscape and the Affordable Care Act. The role is based in Ohio, and the employee must reside in the state. The listed annual salary range is $65,625–$87,500, with a bonus plan for achieving specific sales goals. Actual compensation may vary based on work experience, education, and skill level; bonus and other compensation are subject to company policies and discretion.

Requirements

  • Minimum high school diploma, GED, or equivalent.
  • 2–3 years of a proven track record meeting or exceeding sales goals.
  • Must reside in Ohio.
  • Valid Ohio life and health insurance license.
  • Ability to think and act independently.
  • Exceptional interpersonal skills.
  • Exceptional written and oral communication and presentation skills.
  • Ability to maintain and foster positive, open communication with internal and external customers.
  • Computer literacy and proficiency in Microsoft Word, Excel, and PowerPoint.

Nice To Haves

  • Advanced education or a degree is preferred.
  • 3–5 years of healthcare or medical sales experience is preferred.
  • Experience tracking sales activity in a CRM tool is preferred.

Responsibilities

  • Work with the assigned Sales Consultant to meet or exceed monthly and annual sales goals.
  • Develop and implement sales strategies with the assigned Sales Consultant to acquire new medical and specialty business through agents and brokers.
  • Support sales activity and broker inquiries in coordination with the assigned Sales Consultant, and cover duties and assignments when that consultant is out.
  • Conduct broker training and assist agents with marketing activities.
  • Maintain frequent, effective contact with brokers and build selling relationships to increase sales across product lines.
  • Liaise with product specialists to increase awareness of the specialty market and identify brokers with sales potential for specialty coverage.
  • Prospect new or inactive brokers for sales opportunities in coordination with the assigned Sales Consultant.
  • Make outbound and follow-up sales calls to dormant, active, and high-potential brokers.
  • Handle inbound sales calls, email inquiries, and broker questions about product support.
  • Apply knowledge of market factors, carriers, plans, benefits, and guidelines in the Ohio insurance landscape and the Affordable Care Act.
  • Develop understanding of level-funded, self-funded, and out-of-state (OOS) dynamics.
  • Identify potential workflow enhancements and communicate them to a supervisor for consideration.
  • Demonstrate sound judgment, honesty, and integrity in all aspects of job performance.
  • Record sales activity in Salesforce, including conversations, virtual and in-person meetings, email communications, and quote requests.

Benefits

  • Annual bonus plan for achieving specific sales goals.
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