Sales Executive III

Job Summary

Identifies appropriate solutions to meet lead, prospect, or customer needs and resolves standard and non‑standard questions or issues in a timely, independent manner. Generates prospective sales through standard and non‑standard strategies—prospecting, sourcing, developing, and maximizing referral networks. Develops sales strategy, prepares sales status reports, and uses foundational knowledge of health care to articulate internal and external sales strategies, gather, analyze, and apply data on sales trends, and achieve or support sales targets and initiatives.

Advocates for process improvement by following procedures, identifying and implementing initiatives to overcome obstacles, resolving risks to compliance, and tracking performance trends independently.

• Build effective relationships with others by proactively providing resources, information, advice, and expertise; listen to, seek, and address performance feedback; mentor team members; pursue self‑development and capitalize on strengths while addressing weaknesses.
• Complete work assignments autonomously, ensuring all procedures and policies are followed; leverage data and resources to support projects; collaborate cross‑functionally, escalates issues or risks, communicates progress, and identifies improvement opportunities.
• Deliver high‑level customer service by identifying appropriate solutions, exhibiting comprehensive knowledge of health plans and benefits, and resolving customer questions or issues promptly and independently.
• Generate prospective sales by coordinating open enrollment events, delivering formal presentations to prospective customers, building relationships with key influencers, brokers, consultants, and community groups, managing referral networks, ensuring accurate submission of materials/forms, and communicating value of enrollment to win new leads.
• Contribute to strategic development by setting annual sales targets, preparing status reports, using health‑care market knowledge to drive internal negotiations, analyzing competitor and industry trends, maximizing performance through data insights, and collaborating on optimal offering conditions and market segmentation.

• Bachelor’s degree from an accredited college or university and a minimum of two (2) years of experience in business‑to‑business or business‑to‑consumer communication, leadership, sales, marketing, or a closely related field; OR a minimum of five (5) years of experience in the same broad area.
• Accident and Health Insurance License (California) obtained within 3 months of hire.

• Business Acumen;
  Negotiation;
  Compliance Management;
  Creativity;
  Innovative Mindset;
  Applied Data Analysis;
  Trend Analysis;
  Interpersonal Skills;
  Relationship Building;
  Coordination;
  Key Performance Indicators;
  Persuasion;
  Sales Management;
  Sales Opportunity Orchestration;
  Sales Performance Data;
  Sales/Partnership Strategy and Techniques;
  Accountability;
  Adaptability;
  Autonomy;
  Embracing Challenges;
  Goal Setting;
  Organizational Skills;
  Microsoft Office;
  Presentation Skills;
  Trusted Advisor;
  Insurance;
  Advising and Managing Partners.

• One (1) year of experience in project management.
• One (1) year of experience in health care or another heavily regulated industry (e.g., banking).

Mid‑Senior level

Full‑time

Sales and Business Development;
Industries:
Hospitals and Health Care