Responsible for end-to-end sales cycle for small to mid-sized employers, driving revenue
Cultivates broker relationships and performs sales presentations via phone and online conferences
Manages pipeline through Salesforce and collaborates with internal stakeholders
HealthEquity empowers healthcare consumers by providing solutions for health savings accounts and consumer-directed benefits. It is a fast-growing company that values teamwork and innovation.
Build trusted partnerships with insurance brokers and consultants to educate them on Pareto's self-insurance model.
Create impactful solutions by diving deep into employer needs and presenting cost-control programs.
Drive change by helping small and midsize businesses access options typically reserved for large firms.
ParetoHealth is redefining how employers fund healthcare by helping small and midsize employers take control of costs through a self-insured benefits captive model. As the largest and fastest-growing benefits captive in the United States, the company is growing rapidly and values a culture driven by core principles like "Fire in the Belly" and "For the Greater Good."
Build relationships with benefits consultants and brokers across the U.S., identifying opportunities to strengthen partnerships.
Develop a deep understanding of LearnLux's product and value proposition to educate consultants effectively.
Serve as a feedback loop to internal teams and collaborate with sales to support strategic plans and prospecting efforts.
LearnLux is a provider of workplace financial wellbeing, blending digital planning with access to Certified Financial Planner™ professionals. As a remote-first startup backed by prominent investors, we foster a supportive, inclusive team culture focused on employee growth and wellbeing.
Lead the sales and account management strategy for the Under 100 commercial market, including Small Group and Large Group segments.
Drive new business growth, membership retention, and enrollment targets while ensuring strong broker and customer experience.
Oversee direct reports, including Account Executives and general agents, and collaborate cross-functionally to execute sales strategy.
Blue Cross & Blue Shield of Rhode Island is a health insurance company dedicated to providing high-quality, affordable care to Rhode Islanders. They foster a culture of belonging with a diverse workforce and offer flexible work arrangements, while actively engaging in community service.
Serve as key liaison between producers, customers and the company to drive sales goals and personal success.
Develop and manage a large, dynamic territory in Colorado, utilizing full resources to attain sales targets.
Continuously improve product knowledge, sales skills, and competitive intelligence to compete effectively in the local market.
The Standard is a family of companies dedicated to helping customers achieve financial well-being and peace of mind through insurance, retirement plans, and annuities. Since 1906, it has maintained a high-performance culture focused on operational excellence and a customer-first commitment.
Lead and manage a team of Regional Directors and Account Executives in the East Region to exceed sales targets.
Develop and implement sales strategies to drive revenue growth in the 50 to 9,999 life segment.
Collaborate cross-functionally, monitor performance, and build broker relationships to achieve company objectives.
Garner partners with employers to redesign healthcare by using proprietary clinical metrics to identify top doctors and steer members to better care, reducing costs. With over 2.5 million lives impacted and $1B saved, the company has doubled in size each year for five years and fosters a culture of high performance and accountability.
Drive B2B growth by building high-trust partnerships with top benefit consultants and health plan sales teams.
Navigate self-funded and fully insured dynamics to position Rula as the premier behavioral health solution.
Use multichannel prospecting and deep healthcare sales expertise to transform ecosystem relationships into high-value employer opportunities.
Rula is a mental health company dedicated to providing quality, evidence-based care to treat the whole person. It is a remote-first organization with a culture that values diversity, equity, and inclusion, and currently hires in most U.S. states.
Develop new business opportunities and strengthen client partnerships through consultative sales strategies.
Achieve annual revenue goals by building a qualified sales pipeline and delivering compelling presentations.
Serve as a trusted advisor on employee benefits solutions, collaborating with internal teams to ensure client success.
Our partner specializes in employee benefits solutions, helping organizations navigate complex options to support their workforce. They foster a collaborative, performance-driven culture with a focus on client success and professional growth.
Drives sales growth by collaborating with partners, brokers, and employers in Texas and Oklahoma territories.
Cultivates and grows broker relationships, attending conferences and trainings to promote HSA/CDB solutions.
Manages pipeline, evaluates prospects, and closes contracts for groups of 251 to 3,500 US-based employees.
HealthEquity is a company that saves and improves lives by empowering healthcare consumers. With a vision to make HSAs as widespread as retirement accounts by 2030, it is a growing organization that values inclusion and offers a supportive culture.
Develop new broker relationships through inbound leads and strategic outreach.
Identify target agencies for new outbound campaigns and meet quota targets.
Maintain deep understanding of solutions and manage post-sales activities for broker satisfaction.
We are the world's first Active Insurance provider designed to prevent digital risk before it strikes. Founded in 2017, we have built a remote-first, highly inclusive culture with opportunities for bold thinking.
Drive national consultant engagement strategy and serve as primary executive liaison with top-tier benefits brokers and consultants.
Deliver new revenue growth by ensuring bswift's value proposition is consistently represented in consultant-led evaluations and RFP processes.
Provide market intelligence, influence product direction, and build strategies for measurable pipeline impact and market leadership.
bswift is a leading provider of benefits administration technology and services, simplifying the complex world of employee benefits. Since 1996, we've served thousands of companies nationwide with a cloud-based platform, fostering a collaborative and people-first culture that values excellence and accountability.
Represent bswift's technology and benefits administration services to prospective large and mid-market employers.
Cultivate strong relationships with consultants, brokers, and enrollment firms, and develop regional sales strategies.
Manage complex negotiations, contract preparation, and lead responses to RFPs to maximize revenue.
bswift is a leading benefits administration company that simplifies employee benefits through cloud-based technology and services. Since 1996, they have served thousands of companies nationwide, fostering a fun, flexible, and creative environment with a focus on professional growth and award-winning culture.
Own Garner’s most strategic relationships with the largest national broker and consulting firms, becoming the trusted go-to name for practice leaders.
Define and drive the business-development plan for a national portfolio, consistently converting consultant relationships into closed distribution and data-licensing deals.
Orchestrate cross-functional resources across Sales, Product, Marketing, and Client Success behind the biggest partnerships, channeling consultant insight into go-to-market strategy.
Garner partners with employers to redesign the U.S. healthcare system using proprietary clinical metrics and a dataset of over 320 million patients to identify the best-performing doctors. A Series E company that has doubled in size five years running, Garner has helped over 2.5 million people access higher-quality care and saved $1 billion in healthcare costs, fostering a high-expectation, mission-driven culture.
Drive sales through third-party producers with uncapped commission potential.
Provide expert case design and point-of-sale support to nurture client relationships.
Leverage CRM technology and continuous training to maximize sales opportunities.
Highland Capital Brokerage, a member company of Osaic, supports financial advisors with life, annuity, and longevity planning. The company offers an unparalleled national team and competitive benefits including health, vision, dental insurance, and 401k.
Sell Dun & Bradstreet's products and services to new and existing clients in the insurance vertical.
Manage renewals, win-backs, cross-sells, and up-sells to maintain and grow revenue.
Build strong client relationships and serve as a trusted advisor on D&B solutions.
Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies grow, manage risk, and innovate. They have a diverse, global team that values creativity, collaboration, and bold ideas.
Build and maintain strategic relationships with key contacts at major employee benefits consulting organizations.
Leverage an established consultant network to increase awareness and generate new employer partnership opportunities.
Position products and capabilities to maximize inclusion in employer opportunities, RFIs, and RFPs.
Our partner is a mission-driven organization focused on expanding access to high-quality healthcare. They are a growth-oriented, collaborative company with a remote-first culture.
Develop and manage strategic partnerships with national and regional RIA, Broker-Dealer, recordkeeper, and asset management firms to drive sales growth.
Build and expand relationships with key decision-makers, executing account plans to increase distribution and revenue across assigned accounts.
Monitor industry trends and regulatory developments, providing actionable insights and collaborating cross-functionally with Sales, Marketing, Product, and Operations.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement plan administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, the company operates a coast-to-coast network of 19 leading firms.
Coach, mentor, and develop a team of Advisor Sales Executives to drive retirement plan sales through financial advisors.
Own end-to-end sales metrics, forecasting, and strategy for the advisor channel using Salesforce.
Build relationships with financial advisors and partner cross-functionally to grow distribution and accelerate plan launches.
Human Interest provides affordable retirement plans for small and medium-sized businesses, aiming to close the retirement gap. It is a high-growth fintech company backed by major investors, with a culture focused on customer obsession and autonomous teams.
Build and deepen relationships at priority consulting houses, becoming WellTheory's primary point of contact for benefit consultants and their account teams.
Develop consulting house engagement strategy, present WellTheory's model and outcomes data, and represent us at industry events.
Partner with Marketing to create consultant-facing materials and keep the sales team and consultants connected with current information.
WellTheory is a digital health company helping people with autoimmune conditions take control of their health through personalized care, nutrition guidance, and ongoing coaching. They are a team of 60+ passionate people who care deeply about helping members reduce symptoms, feel better, and live fuller lives while helping employers and payors reduce their spend.