SALES ACCOUNT EXECUTIVE (5)

Key Responsibilities

1. Sales and Business Development

• Prospect and identify potential corporate clients through various channels (cold calling, emails, social selling, networking events, and existing portfolios).
• Conduct in-depth needs assessments to understand the requirements and goals of prospective businesses and their employees.
• Present and explain solutions, highlighting benefits, coverage options, and tailored structures for corporate clients.
• Address client concerns and tailor solutions to meet their specific needs.
• Manage the sales cycle effectively, overcoming objections and closing deals efficiently.
• Consistently achieve and exceed individual sales targets and performance metrics.

2. Client Relationship Building & Management

• Build rapport with potential clients and establish long-term relationships.
• Serve as the primary point of contact during the sales process, ensuring excellent customer service.
• Provide guidance and education to help clients make informed decisions.
• Proactively address inquiries and coordinate with internal teams to resolve issues quickly.
• Maintain accurate and up-to-date client records and sales activities in the CRM system.

3. Product Knowledge and Industry Expertise

• Develop a solid understanding of the company’s products, services, and guidelines.
• Stay updated on industry trends, regulatory changes, and competitor offerings within the B2B market.
• Participate in training and development programs to enhance skills and knowledge.

4. Collaboration & Teamwork

• Collaborate with colleagues across departments (underwriting, customer service, marketing) to ensure a seamless client experience.
• Share insights and best practices within the team.
• Work closely with the Sales Manager to strategize and achieve collective goals.

III - Qualifications & Experience

• Bachelor’s degree in Business, Marketing, Communications, or equivalent practical experience.
• Minimum 1 year proven track record in B2B sales (insurance, healthcare, or related industries preferred).
• Established customer portfolio and strong relationships in the corporate sector (advantageous).
• Proficiency with relevant software and CRM systems.

IV - Core Competencies & Skills

• Results Orientation: Driven by goals, urgency, and accountability.
• Presentation Skills: Ability to clearly communicate ideas in writing, visually, and verbally.
• Negotiation & Influence: Balancing empathy, data, and assertiveness to reach agreements.
• Customer Centricity: Always prioritizing client needs in decisions and execution.
• Initiative & Proactivity: Anticipating needs and taking ownership.
• Adaptability: Remaining effective under shifting priorities.
• Analytical Thinking: Using data and insights for sound decision-making.
• Collaboration & Teamwork: Working effectively across teams.
• Resilience & Grit: Persisting through challenges and learning from setbacks.
• Time & Priority Management: Meeting deadlines in a fast-paced environment.
• Ethical Conduct: Upholding high standards of integrity.

V - What Success Looks Like in This Role

• Consistently achieving or exceeding sales targets.
• Growth in new client acquisition and expansion of existing accounts.
• Strong client relationships leading to repeat business and referrals.
• Accurate and timely management of sales pipeline and CRM data.
• Positive contribution to the success and culture of the sales team.

VI - Compliance & Ethics

This role requires strict adherence to applicable regulations and data protection laws, including but not limited to HIPAA, GDPR, ISO 27001, and national health regulations. High ethical standards must be demonstrated in all sales and client interactions.