Sales Director
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Job Description
Worksite Sales Director growing broker-distributed employee and supplemental insurance benefits for AFBA and 5Star Life. Managing broker relationships, new-business onboarding, and sales strategy across assigned U.S. territories.
Responsibilities:
- Drive business growth by researching, identifying, and attracting new employer group and supplemental insurance business through the broker distributed model
- Maintain strong client relations beyond the sale
- Develop relationships and broker-enabled sales of worksite voluntary benefits in target markets
- Serve as a visible leader to related functional areas
- Implement sales strategy and initiatives supporting business-unit growth
- Build, develop, and monetize broker relationships through consultative selling
- Manage time and work product to achieve sales goals and activity metrics
- Coordinate with Account Managers on new-business intake using enrollment technology platforms, file formats, and related tools
- Partner with Technology Specialists to ensure proper enrollment technology and group setup before enrollment
- Assist Client Concierge, Account Manager, and Case Manager with billing and remittance setup issues
- Participate in quality-control reviews and audits
- Coordinate group setup, onboarding activities, workflows, and takeaway items with internal stakeholders
- Participate in account-management, re-enrollment-strategy, and administrative-structure meetings
- Ensure group paperwork, including agent contracting, is completed and entered accurately before enrollment and processing of new-business applications
- Travel to work with brokers and outside partners
Requirements:
- Bachelor’s Degree or equivalent work experience
- Three (3) years’ experience in employee benefit sales or client facing activities
- Resident L&H licensing in active, good standing
- Proven track record of excellent customer relations and problem solving
- Self-motivated and results oriented
- Strong communication, organizational, verbal, written communication, and presentation skills
- Proficient with Microsoft Office and a Contact Management System
- Practical, articulate, and creative with the ability to solve difficult business problems
- Strong attention to detail
- Comfortable working in multiple onboarding/administrative systems
- Ability to work independently and within a team environment, demonstrating leadership qualities
- Familiarity with industry resources, group product quoting protocols, and existing broker relationships
- Ability to travel up to 50%, primarily within the continental US
- Ability to travel at least 10 business days per month to work with brokers and other outside partners
Benefits:
- health insurance (medical, dental, and vision)
- flexible spending accounts (medical and dependent care)
- 401k plan with generous employer match
- paid time off
- paid holidays (11)
- life insurance
- short- and long-term disability insurance
- employee assistance program
- professional development & tuition reimbursement
- career growth opportunities
- friendly, collaborative culture
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