Sales Lead, Business, Business Development

Join to apply for the Sales Lead role at 2GO Advisory Group

2 days ago Be among the first 25 applicants

Join to apply for the Sales Lead role at 2GO Advisory Group

This range is provided by 2GO Advisory Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

Direct message the job poster from 2GO Advisory Group

ABOUT THE OPPORTUNITY

We are conducting a confidential search on behalf of a well-established benefits administration organization that provides HSA, FSA, COBRA, and 401(k) administration services to employers nationwide. The organization partners closely with the broker community and is known for its relationship-driven culture, service excellence, and operational reliability.

This Sales Leader / Manager role is a highly visible opportunity to lead and grow a sales organization during an important phase of expansion. The position blends strategic leadership, hands-on selling, broker engagement, and territory development, and works closely with executive leadership to drive new business, renewal revenue, and geographic growth.

KEY RESPONSIBILITY

• Lead, coach, and develop a high-performing external sales team and sales support professionals
• Foster a culture of collaboration, accountability, and results across diverse sales personalities
• Serve as a hands-on leader through field engagement, broker interactions, and active mentorship

Sales Strategy & Market Expansion

• Drive new business and renewal revenue across established and emerging territories
• Develop and execute go-to-market plans, territory strategies, and competitive positioning initiatives
• Partner with executive leadership to analyze performance, evaluate new markets, and align sales strategy with long-term organizational goals

Pipeline, Forecasting & Revenue Operations

• Lead forecasting and pipeline management across new and renewal business
• Oversee territory structures, account assignments, and sales processes to ensure clarity and efficiency
• Strengthen CRM usage and reporting to improve pipeline visibility and support data-informed decision-making

Broker & Client Engagement

• Support high-value opportunities, renewals, and strategic broker presentations
• Participate in industry events, CE programs, lunch-and-learns, and regional broker meetings
• Develop modern and creative engagement strategies that reinforce trusted broker partnerships

REQUIRED QUALIFICATIONS

• Demonstrated experience selling or leading sales for HSA, FSA, COBRA, and/or 401(k) administration services
• 5–10+ years of progressive sales leadership experience (Sales Manager, Director, or VP level)
• Strong background within benefits administration, TPA services, healthcare, or benefits-focused HR technology
• Proven success in broker-channel sales, territory development, and multi-state selling
• Experience managing pipeline, forecasting, CRM systems, and sales reporting
• Proven ability to recruit, coach, and develop high-performing sales professionals

Related Experience Consideration

• Candidates with experience from PEO or payroll organizations may be considered where their background includes meaningful, hands-on exposure to HSA, FSA, COBRA, and/or 401(k) administration within a benefits or TPA-focused environment
• Experience evaluating, positioning, or partnering with third-party benefits administrators is highly relevant

Preferred Skills & Attributes

Strong communication and presentation skills with brokers and employer groups

Strategic and analytical mindset with the ability to identify growth opportunities and design effective sales approaches

Comfortable operating in a hands-on, collaborative environment with regular travel

Ability to represent a trusted, service-oriented brand within the broker community

WHY THIS OPPORTUNITY

• Make a meaningful impact on the organization’s growth trajectory
• Lead and shape a modern, scalable sales organization
• Work directly with executive leadership on strategy and market expansion
• Influence broker engagement and the organization’s national footprint
• The organization offers a collaborative, relationship-driven culture where leadership is visible, valued, and empowered.

COMPENSATION & BENEFITS

• Base salary range: $150,000–$175,000 (dependent on experience, location, and qualifications)
• Uncapped commission / incentive plan
• Competitive benefits package including health benefits, retirement plan, and paid time off

• Mid-Senior level

• Full-time

• Sales and Strategy/Planning

• Insurance and Employee Benefit Funds