Sales Executive II - United Concordia Dental

Company : UCDP OF CALIFORNIA, INC.
Job Description :

JOB SUMMARY

This job is responsible for selling UCD dental insurance products in an assigned geographic area to medium and large sized groups. The incumbent is responsible for meeting/exceeding sales and profitability goals.

The territory for this role is Orange County, CA.

ESSENTIAL RESPONSIBILITIES

1. Sell UCD products to potential customers.

• Analyze and evaluate Request for Proposals (RFPs), coordinating completion and presenting as necessary.
• Work with potential customers to effectively explore alternatives and positions to reach mutually beneficial sales agreements.
• Engage in consultative selling by identifying points of negotiation, collaborating to resolve differences, and building support for preferred alternatives.
• Leverage opportunities for cross‑selling of non‑dental insurance products.
• Meet or Exceed sales and profitability goals.

2. Strengthen and enhance relationships with Brokers, Consultants, and other distribution channels.

• Provide ongoing education relative to products, networks, benefits, etc.
• Establish the sales strategy for assigned area in alignment with corporate strategies.
• Generate new ideas, creating competitive advantage and evaluating and selecting strategies

3. Coordinate information and activity with UCD personnel.

• Collaborate with Underwriting to address sales challenges and opportunities; developing sales solutions that appropriately consider available facts, constraints, competitive circumstances and probable consequences
• Gather market insight and competitive information for use by UCD sales support, marketing, and product development personnel
• Maintain electronic records through a Sales Force Automation or other Contact Relationship Management software.

4. Oversee account implementation.

• Seek and take appropriate actions on customer feedback; resolve difficult issues in a timely and professional manner; take responsibility for customer satisfaction and loyalty.

5. Document sales, expense and related activity as appropriate.

EXPERIENCE

Required

• 3 years of sales or account experience in insurance industry or employee benefits
• 2 years of experience using MS Office personal computer-based word processing, spreadsheet, and end user reporting software

Preferred

• 3 years of sales or account executive experience in dental insurance industry

SKILLS

• Strong customer orientation/focus
• Strong interpersonal and relationship building skills
• Strong written and oral communication skills
• Strong negotiation, influencing and presentation skills
• Strong problem-solving skills
• Strong organizational skills

EDUCATION

Required

• High school diploma or equivalent

Preferred

• Bachelor’s degree

LICENSES or CERTIFICATIONS

Required

• Valid driver’s license
• Producer’s license for Accident & Health is required or must be obtained within 60 days of hire

Preferred

• Producer’s license for Life
• Producer’s license for Fixed Annuities
• Additional state license(s) may be required depending on assigned region

Language (Other than English):

None

Travel Requirement: 50% - 75%

PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS

Position Type Office- or Remote-based

Teaches / trains others regularly

Occasionally

Travel regularly from the office to various work sites or from site-to-site

Constantly

Works primarily out-of-the office selling products/services (sales employees)

Never

Physical work site required Yes

Lifting: up to 10 pounds Constantly

Lifting: 10 to 25 pounds Occasionally

Lifting: 25 to 50 pounds Rarely

Disclaimer:
The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.

Compliance Requirement:
This position adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies

As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must…