Sales Executive

Summary

Gallagher, through its Boon business, provides wholesale employee benefit solutions for employers and is part of a global insurance, risk management, and consulting organization. The Sales Executive develops and manages a territory, builds relationships with brokers and employers, and drives wholesale employee benefits sales. The role also oversees proposals and RFP responses, conducts presentations, and executes strategic sales plans to achieve growth and profitability goals.

Responsibilities

• Builds and manages their sales region for growth with insurance broker and employer prospects
• Leads the day-to-day operations of their sales region
• Follows the strategic sales plan and sales strategy for the market that ensures attainment of company sales goals and profitability
• Upholds activity standards for prospecting calls, appointments, presentations, proposals and closes by monitoring performance on an ongoing basis
• Oversees the preparation of services proposals and RFP responses
• Conducts sales presentation as needed
• Creates and builds strategic partnerships with brokers and consultants through consistent contact, professional meetings to groups, responsive communication, problem resolution and meeting customer expectations
• May represent company conferences and tradeshows to network and promote Boon solutions
• Required to pass all applicable trainings specific to HIPAA and any other company required trainings
• Follow the company policies and procedures required to comply with applicable data privacy and confidentiality requirements, including HIPAA Privacy and Security regulations
• Completes special projects and other duties as assigned

Skills

• Minimum of 2+ years proven success in exceeding new business sales goals required
• Life and Health License required
• Knowledge of principles and methods for showing, promoting and selling services
• Leadership skills and the ability to drive sales
• Expert computer skills with Microsoft Office (Word, Excel, Outlook, PowerPoint) and the Internet
• Experience using CRM software (Salesforce)
• Ability to travel occasionally (25% to 50%)
• Familiarity with leveraging social media for sales outreach strategy
• Familiarity with the Affordable Care Act, MEC/MVP, and Limited Medical Plans
• Excellent negotiation and presentation skills and the ability to close a sale
• Ability to develop, present and execute strategic services marking plans
• Superior communication skills – both verbal and written
• Strong interpersonal, partnership and collaboration skills
• 5+ years of experience the healthcare or employee benefits preferred
• High School Diploma required; Bachelor's degree preferred
• Intermediate knowledge of employee benefit plans, voluntary benefits, and other healthcare-associated benefits preferred

Qualifications

Must Haves

• Minimum of 2+ years proven success in exceeding new business sales goals required
• Life and Health License required
• Knowledge of principles and methods for showing, promoting and selling services
• Leadership skills and the ability to drive sales
• Expert computer skills with Microsoft Office (Word, Excel, Outlook, PowerPoint) and the Internet
• Experience using CRM software (Salesforce)
• Ability to travel occasionally (25% to 50%)
• Familiarity with leveraging social media for sales outreach strategy
• Familiarity with the Affordable Care Act, MEC/MVP, and Limited Medical Plans
• Excellent negotiation and presentation skills and the ability to close a sale
• Ability to develop, present and execute strategic services marking plans
• Superior communication skills – both verbal and written
• Strong interpersonal, partnership and collaboration skills

Nice to Haves

• 5+ years of experience the healthcare or employee benefits preferred
• High School Diploma required; Bachelor's degree preferred
• Intermediate knowledge of employee benefit plans, voluntary benefits, and other healthcare-associated benefits preferred

Benefits

• Medical/dental/vision plans, which start from day one
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave
• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program