Voluntary Sales Manager - Group Benefits

Confidential Company  •  San Diego, CA and 2 other locations

5 - 7 years experience  •  Insurance

Salary depends on experience
Posted on 08/12/17 by Matty Meyerberg
San Diego, CA
5 - 7 years experience
Insurance
Salary depends on experience
Posted on 08/12/17 by Matty Meyerberg

Responsibilities: 

The Voluntary Sales Manager is a highly visible Sales & Distribution position with a significant role in driving future growth in the Voluntary benefits marketplace. 

Reporting to the Voluntary Sales Director, this position will be field-focused, working in tandem with field sales and relationship management teams to generate profitable growth and revenue in Voluntary Segment, while enhancing the experience of producers and customers from a Voluntary perspective. 

Additionally, this role will partner closely with Voluntary Benefits Group and other Home Office partners in future product/capability design, process improvements, and strategic initiatives in support of Voluntary Segment.  

Key Accountabilities:

  • Partner with the Voluntary Sales Director and local field management to execute territory operating plan designed to drive profitable growth and strengthen The brand as a leader in Voluntary Benefits.
  • Working with the Voluntary Sales Director, develop and implement innovative sales strategies that will differentiate Voluntary Benefits products and services in the market.
  • Establish and maintain effective working relationships with field sales and relationship management staff in assigned regions; Partner closely with assigned field leadership to drive sales and relationship management execution, training, and pipeline management (both new and in-force).
  • Be a meaningful marketplace presence within assigned regions to help grow existing producer partnerships and cultivate new relationships.
  • Lead efforts within assigned regions to increase field expertise and competency with an intense focus on training, knowledge transfer, best practice sharing, and strong partnership and coordination with Sales Excellence partners.
  • Be consultative within assigned regions at the case level on large/complex opportunities, including RFP assessment, producer/employer discussions, enrollment/education strategy, finalist support, etc.
  • Partner closely with Voluntary Benefits Group and other Home Office partners in future product/capability design, process improvements, and general strategy work.
  • Establish and maintain superior partnerships with other functional areas such as underwriting, claims, technology, product, marketing, actuarial, legal, compliance and human resources.

 Qualifications

  • Bachelor’s degree or equivalent work experience strongly preferred
  • 5+ years of prior sales or service experience with specific emphasis and successful track record in Voluntary sales, product development, or account management.
  • In-depth knowledge of voluntary specific products, enrollment and billing requirements – including a keen understanding of the competitive landscape.
  • Strong organizational and communication skills - verbal, written, and presentation.
  • Able to manage and develop a cohesive team; Act as a role model; Able to coach others to higher levels of performance; Holds others accountable & manages performance
  • Strong organizational and communication skills - verbal, written, and presentation.
  • Exceptional relationship management and influencing skills;  Able to work successfully across the field and home office cross-functional areas to influence outcomes and drive results
  • Strong business and financial acumen
  • Role may require 30-40% regional travel
  • Must reside in the Pacific west coast area of California

RC

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