CareerPlan

Sales Enablement Specialist, Commercial Risk Management - Insurance Advisory Solutions

Houston, Texas, USFull-time2026-07-16 → 2026-11-11

Core

Generate new sales opportunities, nurture client relationships, and create customer-facing presentations for employee benefits insurance and risk management solutions.

Role type

Sales Enablement Specialist (Commercial Risk Management)

Builds

Customer-facing presentations, drip campaigns, and educational events for prospects and clients.

Domain

Insurance / Commercial Risk Management

Deliverable

product features

Required skills

Lead generation, content creation, webinar coordination, CRM proficiency, sales strategy execution, market trend analysis, stakeholder calendar management

Preferred skills

Bachelor's degree, 2+ years sales/customer service experience, insurance licensing, rapid adoption of new software

Technologies

HubSpot, Salesforce, ZoomInfo, Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Responsibilities

Identify new leads fitting the target prospect profile, execute top-of-the-funnel lead generation via phone/email/social media, create compelling content and execute drip campaigns, coordinate webinars and in-person educational events, assist Partner in business development model execution, generate and execute long-cycle business development strategies, participate in team meetings to review sales activities and learn market trends, obtain broad understanding of insurance industry and carrier products

Seniority

Individual Contributor, entry-to-mid level