SDR – Broker Relations
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Job Description
Broker Market Analyst role at Personify Health focused on generating relationships and driving brand awareness with Brokers. Engage in strategic outreach and manage lead qualification to support sales efforts.
Responsibilities:
- Qualify all incoming consultant & broker inquiries generated through web and marketing campaign leads
- Use lead sourcing directives on target geographic markets and contact roles (outlined by the consultant & broker relations team) to influence lead sourcing
- Source new consultant/broker leads through - online research leveraging multi-modal broker prospecting tools, LinkedIn and more
- Successfully set up strategic alignment meetings for the consultant & broker relations team (via email) so that the team can conduct discovery, assess fit and determine next steps for consultant and broker contacts
- Strategic sales capabilities that include a high comfort level communicating with defined consultant & broker contact roles within a consulting/brokerage firm, balanced with tactical skills for a fast-paced, high volume lead follow-up and qualification environment
- You will also have a primary responsibility to educate leads/contacts regarding: Personify Health’s value and key positioning pillars; solution differentiation from market alternatives
- Prospect into target consulting/brokerage firms to find new contacts and revenue opportunities
- Develop and articulate high-impact messaging that resonates with consultants and brokers, captures a value prop, and embodies Personify Health's values
- Consistently logging lead, contact, account, and qualification data in Salesforce.com
- Report weekly metrics
- Work with consultant and broker relations directors to gain insight into individual territory and target market plans and establish lead generation priorities and methods.
- Achieve quarterly objectives
Requirements:
- Proven success in sales/marketing in TPA and or Benefit Administration.
- Outgoing, positive, friendly, and a master communicator
- Demonstrated history in exceeding performance goals and quotas
- Experience selling enterprise products/services with a focus on value-based selling methodologies
- Strong communications and understanding of how to identify consultant and broker needs and map business value
- Adept in using Salesforce.com, Hubspot and Microsoft Office applications
- Internet and research savvy using online resources such as LinkedIn and ZoomInfo to identify contacts within target companies.
- Experience with Benefitflow and/or MPLOYER appreciated but not required.
- Proficient in managing multiple simultaneous qualification and sales processes
- Strong understanding of target consulting and brokerage firms and range between core job deliverables to solving business problems
- Must quickly assess a business situation or scenario and develop plans to address challenges or capture opportunities
Benefits:
- Comprehensive medical and dental coverage through our own health solutions (yes, we use what we build!)
- Mental health support and wellness programs designed by experts who get it
- Flexible work arrangements that fit your life, not the other way around
- Retirement planning support to help you build real wealth for the future
- Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
- Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage
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