Position

Responsibilities

• Create new sales opportunities for the platform through brokers and consultants
• Work closely with brokers and consultants to identify and target employers as potential clients for the caregiving support platform
• Meet or exceed assigned sales, proposal activity and meeting targets
• Customize sales presentations, proposals, and solutions to address the unique requirements of each proposal
• Construct and maintain a business plan for the channel based on sales and strategic initiatives
• Stay informed about industry trends, competitive offerings, and market dynamics to articulate our competitive advantages
• Collaborate closely with internal teams, including marketing, customer success, and product development, to ensure a coordinated approach to serving employers
• Provide input on sales materials and collateral tailored for the channel
• Support the complete sales cycle from initial contact to contract negotiation and deal closure
• Maintain accurate records of sales activities, customer interactions, and opportunities in the CRM system

Qualifications

• Bachelor’s degree in business, marketing, or a related field; advanced degrees or certifications are advantageous
• Proven track record (at least 5 years) of successful B2B sales experience, preferably in the Employee Benefits sector, with a focus on selling through brokers and consultants
• Experience as an employee benefits broker is a desirable asset
• Exceptional interpersonal and relationship-building skills, with the ability to establish trust and rapport quickly
• Strong communication and presentation skills, both written and verbal
• Results-driven mindset with a demonstrated ability to meet or exceed sales targets
• Self-motivated, proactive, and capable of working independently and collaboratively
• Familiarity with Salesforce CRM systems and sales tools