Executive Sales Consultant- North Carolina

Executive Sales Consultant

The Executive Sales Consultant is responsible for driving broker relationships and achieving sales goals through advanced broker growth initiatives and new group submissions. Working independently, this role emphasizes maintaining frequent and impactful communication with brokers to maximize product adoption and overall sales growth. Core responsibilities include re-engaging inactive brokers to develop new sales opportunities, delivering comprehensive product and technology training, and managing a robust pipeline through regular outbound and follow-up calls to active and potential brokers. The Executive Sales Consultant plays a key role in strategic development by refining and executing strategies to meet annual sales targets, using detailed sales status reports to monitor activity, follow-ups, closings, and overall progress toward target achievement.

Overview of Responsibilities

• Drive results to exceed monthly/annual sales goals and encourage and mentor new hires to support meeting the overall company sales goals.
• Recommends appropriate solutions to meet customer needs and resolves complex customer questions or issues independently.
• Generates prospective broker opportunities by utilizing complex prospecting strategies and maximizing referrals.
• Cultivate complex multi-office and national agency relationships and identify strategies to expand opportunities.
• Gathers and analyzes sales trends to develop complex sales strategies.
• Collaborates with leadership to share insights across the enterprise.
• Use sales status reports to monitor sales activity and use highly advanced knowledge on health care to drive external sales.
• Identifies and implements resources, including following through on intended outcomes, to achieve or support sales targets and initiatives.
• Advocates for process improvement and leads others in identifying and implementing initiatives.
• Conducts agency training. Development of strategic agency training plan which could include multi location and/or national. Collaborate with national sales leaders on course material.
• Participate and provide representation for company at 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.
• Make broker connections to follow up on active quotes. Business strategy discussion regarding book of business.
• Demonstrate advanced knowledge and understanding of our carrier partner's, industry trends, underwriting nuances, services, and products. Ability to train team members about market.
• Promotes learning by proactively providing and developing information, resources, advice, and expertise with colleagues.
• Build relationships with cross-functional/external stakeholders and customers.
• Ensure an elevated level of customer service is provided for the utmost experience.
• Completes work assignments autonomously and supports business-specific projects by applying expertise in subject area and business knowledge to generate creative solutions.
• Participating in onboarding activities for new sales consultants.
• Collaborate with consultants or high-level brokerage firms/agents.
• Document activity and communication in SalesForce.
• Provide back up in other areas within the department/company as needed/requested.
• Detailed knowledge on OOS quoting and familiar with process on core OOS carriers.

Behaviors and Competencies

• Professional acumen
• Maintain confidentiality.
• Build a Positive Culture: Supports a culture of adaptability and resilience, encouraging the team or organization to continuously improve and evolve.
• Provides thought leadership in communications, mentoring others, and guiding decision-making at all levels. Able to navigate challenging conversations and negotiations with diplomacy and professionalism.
• Collaborates with both internal and external partners, acting as an informal leader and mentor. Being available and participating as a mentor and providing guidance to other sales consultants. For example, leading a masterclass on a specific topic.
• Personal Development: Actively reflects on performance, identifying areas of improvement, setting higher standards, and seeking mentorship to enhance skills. Displays an increasing ability to assess and adjust behaviors for better outcomes. Listens to, seeks, and addresses performance feedback; Pursues self-development.
• Champion for change and innovation embraces new ideas; influences and inspires; overcomes resistance; acts proactively. Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; champions change and helps others adapt to new tasks and processes. Facilitate team collaboration to support a business outcome.
• Ability to participate and consult in RFP process when competing for an agency.

Additional Skills and Requirements

• Must reside in the state of North Carolina.
• Must have an active and maintain a valid life/health insurance license in the state of North Carolina.
• Strong proven track record of supporting the achievement of sales goals.
• Minimum 4+ years of health care/medical sales/service experience.
• Ability to self-start and think/act independently and in concert with co-workers, management, and customers.
• Advanced analytic skills to read and understand sales reports and identify trends.
• 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 with limited supervision.
• Exceptional presentation skills to present internally or externally to brokers or carrier partners.
• Experienced understanding of market factors, carriers, carrier guidelines, plans, benefits, and legislation in the group insurance landscape of your market(s).
• 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.
• Maintains confidentiality.
• Demonstrate consistent, outstanding judgment, honesty, and integrity in all aspects of job performance.
• Demonstrated ability to effectively negotiate.
• Ability to quickly adapt to emerging technologies.
• Computer literacy in programs such as but not limited to: Microsoft Excel, Power Point, Microsoft 365, SalesForce.
• Bachelor's degree from an accredited college or university preferred AND minimum four (4) years of experience in business-to-business or business-to-consumer.
• Travel 15-35%

Compensation

• Salary Range* - $90,000- $120,000 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.

Warner Pacific Insurance Services