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Employee Benefits Sales Consultant

Curi is committed to helping physicians in medicine, business, and life. Founded in 1975, we were built on a promise: When doctors needed help, we would answer the call. Physicians’ needs have changed over the years, but our dedication to that promise has never wavered. From medical malpractice insurance to wealth management to well-being programs, we remain passionately curious about identifying ways to meet the ever-evolving needs of physicians and those who support them.

The Role

We’re looking for a knowledgeable sales professional and self-starter to join our Employee Benefits Department as an Employee Benefits Sales Consultant. In this role, you will help us develop new business opportunities, close sales to achieve established annual sales goals, and strategically manage and retain an assigned book of business. The Employee Benefits Sales Consultant works closely and in partnership with the Sales and Marketing team to identify and cultivate leads, as well as with Client Management and Service teams to effectively and strategically service and retain clients. Effective communication, listening, collaboration, and strategic selling skills are critical to success.

 Responsibilities

  • Identify, prospect, and close new business via referrals, networking sources, and organic prospect meetings to meet quarterly and annual revenue goals
  • Work closely and effectively with the Sales and Marketing team to strategically cultivate prospects via referrals, cross selling, cold calls, and direct marketing
  • Educate prospects on business trends, compliance, product evolution, and company value proposition
  • Manage sales pipeline and sales activities in BenefitPoint
  • Attend industry association events, conferences, and meetings based on targeted markets
  • Establish vendor relationships and develop referral sources
  • Foster and manage overall relationship with clients to ensure high client satisfaction and annual retention goals
  • Work closely and effectively with Account Management and Service teams to ensure client needs are met
  • Work closely and collaboratively with Client Service and Sales leader(s) to improve processes or services as needed
  • Review RFPs to ensure proper strategy is being executed
  • Work closely with internal service teams regarding clients’ pre-renewal strategy, renewal, open enrollment, and post-renewal follow-up
  • Conduct client meetings (in conjunction with Service team members where appropriate)

Skills

  • Excellent verbal and written communication skills
  • Ability to work with clients at a senior strategic level
  • Strong leadership skills
  • Self-motivation and discipline
  • Ability to meet or exceed annual sales and retention goals
  • Expert proficiency using Microsoft Office
  • Experience with Zywave Benefit Agency Management System a plus
  • High level of organization, attention to detail, and ability to meet deadlines
  • Commitment to working well with others

Qualifications

  • Experience in a broker agency or benefit administration firm
  • 2+ years of experience in employee benefits sales
  • Experience selling to HR and/or senior management
  • Must be up to date and knowledgeable on healthcare reform and health and ancillary insurance products
  • Proficiency in Microsoft Excel and familiarity with database applications
  • Bachelor’s degree in Business, Marketing, or related field
  • Current life and health insurance license

 

EOE