Regional Sales Director, Wholesale Benefits
Core
Brokering group medical, dental, vision, and life benefit plans for Western Growers Health to new and existing member employer groups via broker partners.
Role type
Regional Sales Director (B2B Insurance)
Builds
Group employee benefit plans and third-party administrator services for businesses
Domain
Insurance / Health Benefits
Deliverable
client delivery
Required skills
B2B sales, consultative selling, broker relationship management, territory management, RFP creation, negotiation, account retention, cross-selling, market trend analysis, CRM management
Preferred skills
Life & Health insurance sales experience, specific industry sales experience
Technologies
Microsoft Office Suite, Outlook, CRM systems
Responsibilities
Sell medical and ancillary group Employee Benefit plans to businesses through health benefits brokers; Present value proposition and customize solutions for unique audiences; Create relationships at the agency principal level; Direct and execute territory management strategy; Identify and execute strategy to acquire agencies and books of business; Hold broker training sessions; Generate new business opportunities through Broker Roadshows; Create RFP opportunities and negotiate coverage terms; Coordinate open enrollments and support broker/employer communication; Maintain strong broker/client relationships and execute renewal strategies; Develop C-Level loyalty; Cross-sell other Western Growers products; Transmit marketing and sales intelligence; Use relationship management systems; Travel up to 70% of time; Document sales activities in CRM; Collaborate with internal teams for service delivery; Monitor market trends and competitor activity.
Seniority
Senior, hands-on IC