Provide leadership, direction and vision when implementing a high performing sales team aimed at the execution of the sales, service and retention strategy for large group EB Brokerage and WGAT distribution.
Assess, coach and recruit talent.
Hold monthly performance accountability meetings with sales team.
Work with peers in the parent Association, Assurance Trust, Pinnacle and other parts of the organization to build relationships and drive the desired results for all involved.
Effectively translate and communicate company and segment strategies; develop and implement tactical plans resulting in the achievement of company growth and earnings objectives.
Define, develop and manage multiple distribution channels to achieve overall sales goals and foster relationships.
Create and execute large group sales strategy and modify to achieve increased results.
Achieve personal production goals as agreed to with SVP.
Lead and support presentations, create relationships with large group clients.
Develop budgets, schedules, and sales incentive plans; administrative oversight and operations.
Report results of to SVP.
Create large group strategy and capabilities. Identify current capabilities within Association entities, identify needed resources, and weave together to create “story” (value proposition)
Utilize all capabilities to satisfy one mission — to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning and executing work in a helpful and collaborative manner, being willing to adjust efforts to ensure that work and attitude are helpful to others, being self-accountable, creating positive impact, and being diligent in delivering results.
Maintain a clean DMV record and the ability to travel to locations throughout the US (mainly California and Arizona).
All other duties as assigned.
BA/BS undergraduate degree and/or five (5) to eight (8) years of health benefits insurance sales (including managing and developing a sales team) experience in the healthcare industry preferred.
Superior leadership and team development skills in a high volume, fast-paced sales environment.
Demonstrated ability to develop and lead a high performing sales team.
Excellent consultative selling, negotiation and relationship management skills.
Strong knowledge of multiple product lines, distribution channels and the competitive market relative to health benefits brokerage.
Strong experience in self-insured benefits plans
Ability to compete at the Board level with benchmark competitive brokers.
Excellent verbal and written communication skills, particularly with presentations, proposals, financial and internet applications. Utilize tracking and prospect database systems effectively to target, analyze, and report on potential groups and membership objectives.
Advanced computer experience with SalesForce and Microsoft Office Suite: Word, Excel, Visio, Power Point, and Outlook.
Active Life and Health insurance license.