Primary Purpose:

Responsible for generating a predetermined new business sales volume through a network of licensed agents.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Accountable for making a high volume of sales calls to targeted life and health agents, quoting cases and issuing policies


• Actively utilize the internal CRM sales tracking system to validate and record sales calls, quotes, and recruited agents


• Prospect and generate Small Group new business proposals for your agent network


• Evaluate agent performance and continually recruit agents to fill the sales pipeline


• Prospect for potential agents from referrals, references or industry listings


• Provide guidance to agents in developing selling strategies to obtain new and retain existing business


• Manager agent relationships regarding perceived problems with claims processing, underwriting, rate increases, and company decisions impacting an agent's clients


• Provide timely communication to agents on product offerings, network changes, rate changes and plan designs


• Effectively collaborate with District Manager and Sales Representatives when working with health agents that have an established relationship with the team


• Incumbent will be required to obtain a Life/A&H license in state of residence and any other state that the incumbent conducts business, which should be completed within 60 days of receiving approval from the resident state; however, we recognize that in some states the licensing process may take longer

Required Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor Degree or in-lieu of degree equivalent education, training and work-related experience


• 2+ years of sales related experience


• Experience working ancillary products, dental, vision, life and disability products


• Must possess excellent verbal and written communication skills in dealing with leadership of agencies and the C-Suite of employer groups


• Strategic and consultative selling experience


• Ability to adapt to new situations and learn quickly


• Demonstrated experience in leading employee benefits sales meetings and following a structured sales process


• A solid understanding of information technology used to provide employee benefits solutions (experience/understanding online enrollment technology, decision support tools and integration with payroll services


• Effective organization and time management skills with the ability to work under pressure and adhere to project deadlines


• High degree of initiative, mature judgment, and self-motivation


• Excellent interpersonal skills with the ability to establish working relationships with individuals at varying levels within the organization


• Strong time management skills


• Must be able and willing to travel


• Ability to keep confidential information secured

Desired Skills:

• Experience working with insurance producers selling over the phone or face to face


• Health insurance industry business experience in the ancillary product portfolio


• Variety of computer software knowledge related to job

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