Responsible for driving new business growth and strengthening broker relationships within the small business segment in a designated territory
Has high visibility and consistent presence in the market to build and grow broker relationships and drive sales
Develop and grow broker relationships through regular field visits, joint selling, and ongoing engagement to increase quoting activity and new business submissions
Deliver compelling product presentations to brokers, employers, and industry partners, clearly articulating value, differentiation, and cost containment strategies
Represent the company at industry events, broker meetings, and local market activities to strengthen brand presence and generate new opportunities
Maintain deep market expertise, including competitor positioning, pricing trends, and regulatory changes impacting the small-group segment
Prospect and close new small-business medical groups, leveraging product knowledge, competitive insights, and a consultative sales approach
Track and report pipeline activity in CRM; analyze sales performance, and market insights to inform strategy and forecasting
Partner with underwriting, client management, and marketing to ensure a seamless experience from quote to implementation

Bachelor’s Degree with 4
6 years relevant sales experience OR High School Diploma/GED with 6
8 years relevant sales experience
Active health and life license within 90 days of hire
Demonstrated record of sales success in small group or level-funded health plans
Excellent negotiation skills
Strategic and consultative sales approach with proven ability to build and maintain trusted broker relationships
Ability to travel up to 50% of the time, primarily but not exclusively local
Communication: excellent interpersonal and presentation skills, including the ability to comfortably and confidently deliver information to large groups
Time Management: Ability to prioritize and manage time efficiently to ensure all key job accountabilities are completed
Preferred: Dynamics CRM experience

Regional Sales Executive

Key skills