Sales Consultant- Northwest Iowa and South Dakota

Sales Consultant

The Sales Consultant is responsible for building foundational broker relationships, creating sales opportunities and achieving sales goals. This role works under close supervision to understand broker needs and provide effective product and technology training. Key duties include establishing regular contact with brokers, developing a basic understanding of product lines, and identifying initial sales opportunities to support growth. The Sales Consultant also contributes to strategic development by assisting in the development and refinement of strategies to meet annual sales targets, utilizing sales status reports to monitor activity, follow-ups, closing business, and target achievement.

Overview of Responsibilities

• Meet or achieve monthly/annual sales goals
• Recommends appropriate solutions to meet customer needs and resolves questions with direction as needed.
• Generates prospective/inactive broker opportunities by utilizing various sales strategies.
• Cultivate current broker relationships and identify strategies to expand opportunities.
• Reviews data on sales reports to identify patterns, identify opportunities and develop sales strategies.
• Helps identify areas of sales process improvements to achieve sales targets and initiatives.
• Conduct structured training sessions covering product knowledge, quoting tools, and market trends. Regularly assess broker understanding and provide ongoing education on product updates.
• Participate in a variety of industry events and conferences to generate new agency leads and develop new business opportunities.
• Lead brokers through the entire sales cycle, ensuring they understand each step, from quote through implementation.
• Engage brokers early in the renewal process to assess client needs, any changes in the business, and possible improvements to their current policies
• Maintain regular communication through check-ins on quote follow up, newsletters, or industry updates. Offer tailored support, whether it's new product information or helping brokers navigate the sales process.
• Demonstrate a solid understanding of our carrier partner's, industry trends, underwriting guidelines, services and products.
• Builds relationships with cross-functional/external stakeholders and customers.
• Ensures a high level of customer service is provided for the utmost experience.
• Document activity and communication in Agency Bloc.
• Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance.
• Provide back up in other areas within the department/company as needed/requested
• Knowledge of core OOS quoting processes.
• Ability to participate in RFP process when competing for an agency.

Behaviors and Competencies

• Professional acumen
• Supports a Positive Culture: Supports a culture of adaptability and resilience, encouraging the team or organization to continuously improve and evolve.
• Communicates effectively with team members, demonstrating a willingness to learn from others and seek mentorship.
• Collaborates with both internal and external partners and team members
• Personal Development: Begins to reflect on strengths and areas for growth, identifying where personal skills and knowledge could improve. Seeks feedback from others to gain awareness of behaviors and outcomes.
• Champion for change and innovation: Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work.

Additional Skills and Requirements

• Need to reside centrally to Sioux Falls, SD and the North West area of IA.
• Strong proven track record of supporting the achievement of sales goals.
• Minimum 1-2 years of health care/medical sales/service experience, preferred.
• Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred.
• Demonstrate exceptional interpersonal skills
• Demonstrate consultative skills with internal and external partners.
• Proven ability to multi-task in a complex environment with high accuracy and work volume under supervision
• Solid understanding of market factors, carriers, carrier guidelines, plans, benefits, and legislation in the Iowa and South Dakota group insurance landscape.
• Collaborative and flexible work style to pivot in a fast-paced work environment.
• Ability to self-start and think/act independently
• Highly effective written and oral communication
• Maintain confidentiality
• Demonstrated ability to effectively negotiate
• Demonstrate exceptional presentation skills to present internally or externally to brokers or carrier partners
• Ability to quickly adapt to emerging technologies.
• Computer literacy in programs such as but not limited to: Microsoft Excel, Power Point, Microsoft 365, Agency Bloc.
• Maintain a valid Iowa and South Dakota life/health insurance license
• Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred.
• Travel 15-35%

Compensation

• Salary Range* - $71,250- $95,000 annually plus bonus.
• Actual compensation may vary from posting based on work experience, education and/or skill level.
• * The salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role. at the time of this posting. The company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.