Client Advising Consultant

Job Title

This job works in close partnership with sales, marketing and product management to drive purchase and/or adoption of innovative Organization products and services.

The incumbent plans and delivers client presentations in conjunction with sales, works with marketing and product to understand product positioning vs. competitors, messaging, features – and works consultatively with clients to meet their wants and needs. Additionally, for large key accounts may take responsibility for development and implementation of client-specific marketing plans.

This is a remote based role in Western, PA.

• Manage a book of business, in partnership with sales executives and client managers as the expert on various products (particularly complex, innovative and new products).
• Assist with selling new to blue clients and selling additional services to existing clients utilizing consultative selling skills.
• Serve as product expert for existing clients to solve client problems by analyzing and resolving client specific issues regarding product and process design, both internally and externally
• Assist, educate and train clients with product implementation.
• Deliver product implementation presentations, responding to issues and questions in a consultative manner.
• Develop account specific marketing plans for key accounts, leading the effort that leverages marketing strategy and planning, CCR, sales client management, and other Organization resources. Includes gathering and analyzing client-specific information, assessing the clients stated and unstated needs, proposing and gaining agreement to strategies and tactics, writing the physical plan document and creative briefs that can be taken to the client and used internally.
• Deliver client specific marketing plan tactics, overseeing the final product and serving as the key client relationship for the plan.
• Gain product knowledge and understanding of the Organization's desired positioning and messaging with a close on-going partnership with Marketing Strategy and Planning and Product teams.
• Proactively and reactively provide feedback and direction for marketing materials, messaging and other sales support required for successful sales and implementation.
• Participate in internal work groups as needed as subject matter experts and/or problem solvers
• Understand and utilize the Organization marketing processes and procedures (brand standards, marketing operations management system for project documentation/routing and approvals, development of creative briefs for key deliverables, etc)
• Other duties as assigned or requested.

Required

• Bachelors Degree or relevant experience and/or education as determined by the company in lieu of bachelor's degree

Preferred

• Master's Degree in Business Administration

Required

• 3 years of relevant, progressive experience in the area of specialization. Exempted experience requirements effective August 2016

Preferred

• 4 years of consultative sales or marketing experience in health insurance or employee benefits field

Required

• State specific Producer License's for Life, Accident & Health are required or must be obtained within 45 days of hire

Preferred

• None

• Excellent written and verbal communications kills with comfort and ease working with clients
• A working understanding of business to business and business to consumer marketing
• Strong analytical skills, adept at understanding and representing complex data and information to a client
• Ability to work within a team, collaborating on outcomes and actively taking responsibility for key tasks
• Customer service orientation and desire to do whatever it takes to satisfy a client

None

0% - 25%

Position Type

Office-based

Teaches / trains others regularly

Occasionally

Travel regularly from the office to various work sites or from site-to-site

Rarely

Works primarily out-of-the office selling products/services (sales employees)

Never

Physical work site required

Yes

Lifting: up to 10 pounds

Constantly

Lifting: 10 to 25 pounds

Occasionally

Lifting: 25 to 50 pounds

Rarely