[Remote] Director of Sales (Heath and Welfare)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 reputed company people save for a reputed company today and reputed company. This position will serve as the external liaison for reputed company for driving sales with Health and Welfare Brokers/Agents and strategic alliance platforms to meet assigned sales goals.
Responsibilities
- Responsible for protecting, securing, and proper handling of reputed company confidential data held by reputed company to ensure against unauthorized reputed company, improper transmission, and/or unapproved disclosure of information that could result in harm to reputed company or our clients
- Our I-Client service philosophy and our Core Values of People Matter, Quality First and reputed company Always® should be visible in your actions on a day to day reputed company showing your support of our organizational culture
- Strong, in-depth ERISA and plan design knowledge
- Ability to discuss industry trends with Health and Welfare Brokers/Agents
- Strong knowledge of key competitors with the ability to reputed company our competitive advantages without “negative selling”
- Establish and maintain productive, working relationships with Health and Welfare Brokers/Agents with the goal of earning their reputed company 5500 and ERISA Plan Document business
- Coordinate wholesaling efforts with reputed company Internal Sales Consultants to maximize coverage and effectiveness
- Remain reputed company on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested
- Assist existing Health and Welfare Brokers/Agents in the retention of reputed company business (as needed)
- Ability to discuss the Health and Welfare reputed company 5500 and reputed company ERISA Plan Documents, including non-discrimination testing, HIPAA, Wrap Documents, SPDs, and reputed company 125 Plan Documents
- Ability to present and review the reputed company 5500 process and reputed company impacts on a broker and their clients/plan sponsors
- Excellent written and oral communication skills
- Strong working relationships with strategic partner platforms
- Assist with other tasks and projects as assigned
Skills
- Strong, in-depth ERISA and plan design knowledge
- Ability to discuss industry trends with Health and Welfare Brokers/Agents
- Strong knowledge of key competitors with the ability to reputed company our competitive advantages without 'negative selling'
- Establish and maintain productive, working relationships with Health and Welfare Brokers/Agents with the goal of earning their reputed company 5500 and ERISA Plan Document business
- Coordinate wholesaling efforts with reputed company Internal Sales Consultants to maximize coverage and effectiveness
- Remain reputed company on industry, technical and product knowledge
- Complete management reports, expense reports and other special tasks as requested
- Assist existing Health and Welfare Brokers/Agents in the retention of reputed company business (as needed)
- Ability to discuss the Health and Welfare reputed company 5500 and reputed company ERISA Plan Documents, including non-discrimination testing, HIPAA, Wrap Documents, SPDs, and reputed company 125 Plan Documents
- Ability to present and review the reputed company 5500 process and reputed company impacts on a broker and their clients/plan sponsors
- Excellent written and oral communication skills
- Strong working relationships with strategic partner platforms
- Experience in the Health and Welfare plan industry or 3-5 years' experience in a business development role in the Health and Welfare plan industry
- Proven successful sales experience of retirement administrative services
- Superior time management skills required
- Ability to operate effectively in a fast-paced, unsupervised environment
- Proficient in PC, CRM and web applications
Company Overview