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Amalgamated Life logo

Posted 3 months ago

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Sales Executive, Voluntary Benefits

White PlainsOn-site

AI Summary

Plans and executes sales and marketing activities to grow Voluntary/Worksite product sales, managing relationships with brokers, consultants, enrollment firms, and trustees throughout the sales lifecycle.

About this role

Overview

Amalgamated Life Insurance Company provides Life Insurance, Accident, Disability, Stop Loss and Voluntary/Worksite sales to both Taft-Hartley and Non Taft-Hartley. The Amalgamated Life Voluntary Benefits Sales Consultant will plan and carry out sales and marketing activities that will develop and increase sales of the Voluntary/Worksite suite of products and services of Amalgamated Life Insurance Company. The position will partner closely with Amalgamated Life Insurance Company Sales Executives along with outside brokers, consultants, enrollment firms, Fund Trustees and Administrators to manage new sales opportunities both in and outside of the Taft-Hartley segment. The Voluntary Benefits Sales Consultant will see a sale through the entire life cycle, from proposal to implementation. The position will work with the Assistant Vice President, Voluntary/Worksite Sales to recommend short and long term sales strategies for the organization as well as possible enhancements to the company’s service offerings and new product development.

Responsibilities

  • Manage business relationships with clients, brokers, consultants, enrollment firms, Fund Trustees and Administrators and Trustees for Voluntary/Worksite products
  • Set target dates and execute on Voluntary/Worksite sales plans for all top tier brokers, consultants, enrollment firms and clients
  • Use sales and negotiation strategies to expand current relationship and achieve stated revenue targets through up-selling additional Amalgamated Life affiliate products and services
  • Identify untapped consultants, brokers, enrollment firms and clients to aggressively pursue, quote and sell from this contact group
  • Monitor and report on market and competitor activities and provide relevant reports and information
  • Use customer and prospect contact activities tools and systems, and update relevant information held in these systems (i.e. Salesforce.com)
  • Establish and maintain strong internal relationships with Amalgamated Life Sales Executives, Enrollment Administrator, Underwriting, Account and Service Management, Implementation, Eligibility, Premium Billing, Customer Service, Claim Services and other areas
  • Support the implementation manager and account executives in the installation of new cases

Qualifications

  • Bachelor’s degree
  • 3 years’ experience or more in either Voluntary/Worksite sales and/or Group Insurance sales including life, accident, disability and stop loss
  • Existing Non Taft-Hartley broker/consultant and enrollment firm relationships
  • Experience with Salesforce.com preferred
  • Life and Health Insurance license required
  • Proven sales performance
  • Demonstrated negotiation skills
  • Thorough knowledge and relationships in the Voluntary/Worksite market
  • Ability to build long term relationships with Taft-Hartley and Non Taft-Hartley brokers, consultants, enrollment firms, employers, Fund Trustees and Administrators
  • Superior presentation skills
  • Excellent verbal and written communication skills
  • Excellent organizational skills

Skills

Accident And Disability InsuranceBroker Relationship ManagementConsultant Relationship ManagementCustomer Contact Tools And SystemsEnrollment Firm ManagementFund Trustee ManagementGroup Insurance SalesLife And Health Insurance LicenseMarket And Competitor ReportingProposal To Implementation LifecycleSales And Negotiation StrategiesSalesforce.comStop Loss InsuranceTaft-Hartley PlansVoluntary/Worksite Sales

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