Sales Executive II​/III; Albany​/Capital Region

Summary

The Sales Executive is an intermediate or mid‑level sales position within the CDPHP Commercial Growth department. The role involves identifying, lead generating and converting prospective clients across a range of complexities. The executive prepares and executes a sales strategy, delivers presentations to brokers, clients, members and other stakeholders, and consults with key market players to provide tailored CDPHP solutions. The position includes active community representation, feedback on market needs, and staying current with industry trends and competitive insights.

• Promote CDPHP, CDPHN and UBI products and services by consulting with prospective clients/brokers and recommending CDPHP solutions for clients with varied complexity.
• Leverage and deepen relationships with prospects, assigned brokers and other stakeholders across CDPHP territory.
• Document all activity in CRM.
• Consult with Underwriting when proposing solutions to clients, brokers and other stakeholders.
• Collect and analyze information and data for internal and external constituent needs.
• Stay current with trends and competitive information and recommend product and programming ideas to internal stakeholders.
• Attend all sales training and external events to stay current with technical and professional skills required for the position.
• Meet monthly/yearly sales goals/quotas as outlined by management.
• Provide consultative solutions and strategy to employer groups and distribution channel stakeholders with varied complexity.
• Actively participate in industry related organizations and prospective clients interest organizations and community events to maintain visibility and access to key stakeholders and build professional networks.
• Comply with CDPHP’s Corporate Compliance Policy and report any suspected violations per policy guidelines.
• Perform other duties as assigned.

• Promote CDPHP, CDPHN and UBI products and services by consulting with prospective clients/brokers and recommending CDPHP solutions for high‑complexity clients.
• Build and leverage deep relationships with prospects, assigned brokers and other key stakeholders across CDPHP territory.
• Work in partnership with Underwriting when consulting with and proposing solutions to clients, brokers, and other key stakeholders.
• Collect, analyze, and interpret information and data for internal and external constituent needs.
• Stay current with and anticipate trends and competitive information and recommend product and programming ideas to internal stakeholders.
• Attend all sales training, industry training and external events needed to ensure up‑to‑date technical and professional skills.
• Meet monthly/yearly sales goals/quotas as outlined by management.
• Provide consultative solutions and strategy to employer groups and distribution channel stakeholders of significant complexity.
• Actively participate in industry related organizations and prospective clients interest organizations and community events to maintain visibility and access to key stakeholders and build professional networks.
• Comply with CDPHP’s Corporate Compliance Policy and report any suspected violations per policy guidelines.
• Perform other duties as assigned.

• High school diploma or GED required.
• NYS Life, Accident and Health Insurance License required or secured after 90 days of hire.
• Minimum of four (4) years’ relevant experience.
• 4 years’ experience in health care, insurance or third‑party administrator setting preferred.
• 4 years’ experience in B2B sales is required.
• 4 years’ experience working with external stakeholders required.
• Consulting and negotiation skills required.
• Ability to work with prospects of moderate complexity.
• Ability to work independently and confidently make decisions.
• Strong verbal, written and interpersonal communication skills required.
• Demonstrated ability at public speaking and/or facilitation of meetings required.
• Active listening, consultation and solution to clients with moderately complex needs.
• Demonstrated ability to develop sales strategy for assigned territory.
• Demonstrated ability to prospect, develop leads and build a…