• The RSD position is responsible for generating targeted profitable sales volume through the regional broker community, reporting to the RVP of Sales. The position will be responsible for recruiting, training, and supporting a network of independent health brokers selling Optimyl’s products.
Note – this is a hybrid in-office/remote position. Â An average of a few days a week in the office are required.Â
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• Create awareness of the Company’s products to the broker market
• Secure relationships with target brokers and train them on the Company’s products, positioning, and processes
• Evaluate broker performance and continually recruit brokers as additions to the broker organization
• Identify potential brokers from referrals, references, or industry listings
• Deliver white glove support to broker partners through the quoting and underwriting process.Â
• Assist broker partners in developing selling strategies to obtain potential employer client prospects.
• Provide timely communication to brokers providing information on product offerings, network changes, rate changes, and plan designs
• Master Company’s product portfolio to best represent the Company in the marketplace
• Develop relationships with Company’s Account Managers to ensure more seamless service to sold accounts
• Provide feedback to RVP on the receptivity of the Company’s product portfolio in the market and recommendations for future development
• Meet daily activity metrics as defined by the RVP.
• Input demographic disposition of groups and plan designs into the CRM for reporting
• Travel within the region, as needed, to solidify key broker relationships or close more significant deals
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• Minimum of 2 to 3 years of sales-related experience and general health insurance industry experience preferred
• Self-motived – the ability to work successfully without ongoing supervision
• Excellent oral and written communication skills to effectively perform sales duties, together with professional telephone and meeting etiquette
• Above average organizational skills and the ability to complete multiple complex tasks promptly
• Strong problem-solving skills and the ability to adapt to shifting priorities and align activities and priorities to meet organizational goals
• Proven track record of successfully executing sales plans and the ability to influence behavior through sales techniques
• Requires a Life and Health license in their resident state
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• Sets standards for excellence, takes responsibility, ensures high-quality levels, encourages others on the team
• Identifies issues, problems, and opportunities; Gathers and interprets information; Generates alternatives; Chooses and implements appropriate action plans
• Ability to develop and maintain constructive relationships with leaders, peers, brokers, internal departments, and customers.
• Creates clear written communication; Maintains attention of others; Adheres to accepted convention; Comprehends communication from others