Inside Sales Consultant

Posted 2 Days Ago
Be an Early Applicant
Westerville, OH, USA
In-Office
66K-88K Annually
Mid level
Insurance
The Role
Inside Sales Consultant partners with assigned Sales Consultants to achieve sales goals, recruit and engage brokers, prospect for new business, manage inbound and outbound sales activity, support medical and specialty product sales, conduct broker training, answer product questions, and maintain detailed activity records in Salesforce. The role requires Ohio residency, a valid Ohio life and health insurance license, strong communication and presentation skills, and knowledge of health insurance products and the Affordable Care Act.
Summary Generated by Built In
 

Inside Sales Consultant

Warner Pacific – OHIO



The Inside Sales Consultant is responsible for working in conjunction with an assigned Sales Consultant in high volume territories to maximize sales. This role will also be responsible for recruiting and engaging new brokers to place their group medical and specialty business through Warner Pacific. In addition, the Inside Sales Consultant will conduct training seminars/webinars describing the tools, services and opportunities available to them through Warner Pacific. Primary duties may include, but are not limited to: 

  • Work in conjunction with the assigned Sales Consultant to meet and/or exceed monthly and annual assigned sales goals. 
  • Develop and implement sales strategies with the assigned Sales Consultant in order to acquire new medical and specialty business through agents/brokers.
  • Support all activity including broker inquiries in alignment with the assigned Sales Consultant, covering duties and assignments while Sales Consultant is out. 
  • Conducts broker training and assists agents with marketing activities.
  • Maintain frequent and effective contact with brokers and build active selling relationships to increase sales of all product lines.
  • Works as a liaison with product specialists to increase awareness of the specialty market and helps identify brokers for sales potential with these lines of coverage. 
  • Prospect new or inactive brokers to find sales opportunities in alignment with assigned Sales Consultant.
  • Make outbound and follow up sales calls to dormant, active and high potential brokers.
  • Handle inbound sales calls, email inquiries and product support questions from brokers. 
  • Demonstrate solid understanding of market factors, carriers, plans, benefits and guidelines in the Ohio insurance landscape as well as the Affordable Care Act. 
  • Evolving understanding of level-funded, self-funding and OOS dynamics. 
  • Make note of potential workflow enhancements and communicate with supervisor for consideration.
  • Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance.
  • Record all activity in CRM tool (Salesforce) including but not limited to conversations, meetings (virtual and face to face), email communications, quote requests.


Additional Skills and Requirements 

  • Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred.
  • 3-5 years of health care/medical sales experience preferred.
  • 2-3 years proven track record of meeting or exceeding sales goals.
  • Preferred experience tracking sales activity in CRM tool.
  • Must reside in Ohio.
  • Valid Ohio life/health insurance license.
  • Ability to think/act independently.
  • Exceptional interpersonal skills.
  • Exceptional written and oral communication, as well as experienced presentation skills.
  • Demonstrated ability to maintain and foster positive, open communication channels with internal and external customers.
  • Computer literacy with proficiency in the Microsoft Word/Excel/PowerPoint.


Compensation

  • Salary Range* - $65,625- $87,500 annually and bonus plan for achieving specific sales goals.
  • 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. 
     


Skills Required

  • High school diploma, GED, or equivalent
  • 3-5 years of healthcare or medical sales experience
  • 2-3 years of proven success meeting or exceeding sales goals
  • Experience tracking sales activity in a CRM tool
  • Reside in Ohio
  • Valid Ohio life and health insurance license
  • Ability to think and act independently
  • Exceptional interpersonal skills
  • Exceptional written and oral communication skills
  • Presentation experience
  • Ability to maintain positive communication with internal and external customers
  • Computer literacy and proficiency with Microsoft Word, Excel, and PowerPoint
  • Advanced education or degree
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The Company
HQ: Westlake Village, CA
347 Employees
Year Founded: 1984

What We Do

Warner Pacific is a family owned and operated general agency serving insurance brokers in California, Colorado, and now Texas, for the last 38 years. From custom quote preparation to post-sale support, we are dedicated to helping you grow your business. Call us to find out more about how we can assist you today (800) 801-2300.

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