Initiate, qualify (ensure the prospect fits with the company’s strategic direction) and develop new business with target organizations to meet or exceed pre-agreed upon production revenue goals within a specific market segment or geography.

Identify, qualify and sell new client engagements across company's wealth solution portfolio offerings, to target organizations in the 300 – 5,000 life market.

Build effective and collaborative relationships with the key decision-makers within the target organizations.

Drive broad-based needs analysis within target organizations across the Health-Wealth-Career solution spectrum to identify potential opportunities for company solutions

Develop compelling client value propositions and business cases for Company solutions.

Participate in sales demonstrations of company proprietary products.

Conduct a minimum number of face to face meetings with prospects.

Organize and executing a multi-faceted sales plan such as direct prospect outreach, demand generation follow-up, direct marketing campaign optimization, etc. to effectively make direct contact with prospects.

Participate in professional organizations and informal networks to develop, build and sustain a network to obtain prospects, as well as utilizing Company’s prospect database to identify and research potential organizations.

Work with Marketing & Sales leadership to organizing and execute marketing seminars and roundtables in order to identify and engage targets and build the company brand in the marketplace

Maintain an adequate and transparent pipeline to ensure revenue targets are met.

Understand the short and long-term needs and challenges of targets and how the Company Value proposition and industry best practices can solve their problems, improve their competitive position and move their business forward.​

Bachelor’s degree preferred

5 or more years of relevant sales experience and/or industry experience required

Proven track record of consistently achieving or exceeding annual sales targets selling to new accounts

Successful business to business sales experience (professional services preferred)

Successful experience selling to executive/senior level employees

Ability to work both independently (initiate/qualify prospects) and as a member of a team (developing proposed solutions)

Strong consultative sales and solution selling skills

Expert listening and needs analysis/diagnosis skills

Very Strong organization and time management capabilities

Ability to learn, understand and champion Company sales processes (Miller Heiman), sales campaigns, and tools (including M-Drive)

Ability to learn and understand Company’s business and other lines of business within the company

Ability to quickly learn and develop understanding of multiple industries

Ability to engage in client-focused critical thinking