Worksite Sales Director

Worksite Sales Director

Territories Available:
Northeast United States and Southwest United States

Location:

Remote within assigned territory

About the role:

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 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.

What we are seeking:

• 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 – able to positively connect with all levels of field force, staff, vendors, and customers
• Self-motivated – you are a "go-getter", minor hurdles do not prevent you from achieving your objectives
• Results oriented – you have a proven record of setting, achieving, and exceeding production goals
• Strong communication skills – you are a good listener, clearly articulate your thoughts, and are very persuasive
• Organized – you easily prioritize to maximize your efforts and maintain proper time management
• Computer skills – you are 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 a must
• Ability to work independently and within a team environment, demonstrating leadership qualities, without de facto leadership role
• 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

About Armed Forces Benefit Association (AFBA) and 5

Star Life

In 1947, AFBA emerged…