Are you passionate about helping businesses and individuals thrive today, tomorrow, and into retirement? Join a people-centric, client-obsessed community of forward-thinking individuals committed to integrity and excellence. We're on a mission to strengthen and simplify the health and wealth journey, relentlessly pursuing better outcomes for all.
We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can be situated in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA, and WV. Please note that remote status and role locations are subject to change, and relocation is not provided.
Don't meet every single requirement? We believe there is no "perfect" candidate and encourage you to apply even if you don't meet all the requirements listed. Our goal is to build an authentic workplace by valuing diversity in our candidates. We strive to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, we'd love to hear from you! We look forward to receiving your application!
Typical schedule for this role is 8 a.m. CT/ET to 5 p.m. CT/ET
How You Will Soar
In this role, you will be responsible for building business in national accounts, middle markets, small group markets, distribution channels, and specialty product areas for existing channels, broker-led, and plan sponsor-led deals. You will provide guidance on our responses and their success, analyzing our capabilities to meet customer needs and help them make better decisions about their healthcare.
Identify opportunities for sales support to streamline the entire sales process and measure activities' results.
Serve as the primary liaison to Product Development, Operations, IT, and other departments as required.
Ensure resources are secured as requested by the Sales Team and Account Manager to assist the sales process.
Manage internal/external communication regarding the RFP process.
Determine when updates are required for RFP-related activities.
Ensure tactics align with revenue targets and future growth goals.
Focus efforts on growing and assisting in meeting sales goals and targets.
Support sales, marketing, and account management.
Manage Salesforce activities related to RFP/RFI responses.
Track RFP success rates, analyze data, and determine different approaches to ensure higher win rates.
Utilize Salesforce to report on success rates.
Perform other duties as assigned.
Nationwide travel up to 25%.
If You Have Some or All of the Following, Apply:
7-10 years of experience in consumer-directed health & benefits.
Bachelor's Degree in business, communications, or healthcare.
Excellent analytical skills with a proactive nature.
Strong organizational skills with a drive to meet deadlines.
An affinity for accuracy and efficiency.
Proficiency in Microsoft Excel, Word (including mail merge), and Outlook.
Strong verbal and written communication skills.
An aptitude for prioritization and multi-tasking.
Strong collaboration skills.
A drive to learn and apply new concepts quickly.
Experience with Salesforce CRM is required.
About Us
We provide health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, we work with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners — helping the people they care about plan, save, and invest for a brighter future. We relentlessly pursue better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more.
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Employment Type: Full-Time
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Business Development
Industries
Human Resources Services
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