Worksite Sales Director

Armed Forces Benefits Assoc.•Alexandria, VA

15d•Remote

About The Position

This position will drive business growth by researching, identifying, and attracting new employer group and supplemental insurance business that aligns with our value proposition, through the broker distributed model. This sales position will maintain strong client relations beyond the sale, ensuring all clients have a seamless, efficient, and prosperous product for their groups. The successful candidate will have creative business sales abilities and strong client management skills to build upon our product’s success in the market. While specifically tasked with relationship development and broker enabled sales of worksite voluntary benefits in a mutually agreed upon list of target markets, this role will be a visible leader to related functional areas and responsible for a implementing sales strategy and other initiatives to support the business unit grow and succeed. Create and use a network of contacts and resources through a consultative selling approach to capture, develop and monetize broker relationships. Work effectively to manage time and work product to ensure that sales goal and related activity metrics are achieved. Coordinate with Account Managers for successful intake of new business utilizing various enrollment technology platforms, file formats, and other tools necessary to insure timely and accurate account setup and processing of new business. Partner with internal Technology Specialist prior to selling activities to ensure proper enrollment technology and group setup is achieved and executed at enrollment. Assist Client Concierge, Account Manager and Case Manager to troubleshoot any issues related to setup of billing, or remittance parameters established in the policy admin system. Work with team members on quality control reviews and audit as necessary. Partner with Account Manager and other internal stake holders as an additional resource for all related group setup and initial onboarding activities, coordinating workflows and takeaway items for handling within the team. Participate and advise in meetings related to account management, re-enrollment strategizing and administrative structure. Work with Account Managers to ensure all necessary group paperwork including agent contracting is completed and accurately entered to systems prior to enrollment and intake of new business applications for processing. Travel of at least 10 business days per month to work with brokers and other outside partners is expected.

Requirements

Bachelor’s Degree or equivalent work experience
Three (3) years’ experience in employee benefit sales or client facing activities
Resident L&H licensing in active, good standing
Proven track record of excellent customer relations and problem solving
Self-motivated
Results oriented
Strong communication skills
Organized
Computer skills – proficient with Microsoft Office, and using a Contact Management System
Practical, articulate, and creative with the ability to solve difficult business problems
Highly developed organizational, verbal, and written communication, and presentation skills
Strong attention to detail
Comfortable working in multiple onboarding/administrative systems
Ability to work independently and within a team environment, demonstrating leadership qualities
Familiarity with industry resources, group product quoting protocols and existing broker relationships
Ability to travel, up to 50%, primarily within the continental US to meet sales performance goals

Responsibilities

Drive business growth by researching, identifying, and attracting new employer group and supplemental insurance business.
Maintain strong client relations beyond the sale.
Develop and monetize broker relationships through a consultative selling approach.
Manage time and work product to ensure sales goals and activity metrics are achieved.
Coordinate with Account Managers for successful intake of new business.
Partner with internal Technology Specialist to ensure proper enrollment technology and group setup.
Assist Client Concierge, Account Manager and Case Manager to troubleshoot issues related to setup of billing or remittance parameters.
Work with team members on quality control reviews and audits.
Partner with Account Manager and other internal stakeholders as an additional resource for group setup and onboarding activities.
Participate and advise in meetings related to account management, re-enrollment strategizing and administrative structure.
Ensure all necessary group paperwork including agent contracting is completed and accurately entered to systems prior to enrollment and intake of new business applications.