Solutions Consultant

Posted 11 Days Ago
Be an Early Applicant
Hiring Remotely in United States
Remote
Senior level
Insurance
The Role
The Solutions Consultant will engage with prospective clients during the sales cycle, providing insights on benefits strategy and solutions. They will support the Sales team, present at executive meetings, ensure onboarding consistency, and guide key account renewals, leveraging their expertise to influence decisions and help secure new business.
Summary Generated by Built In

About Nava

Nava Benefits is a modern benefits brokerage on a mission to fix healthcare. Nava was founded on the vision of bringing high-quality, affordable healthcare to all Americans, starting with the 49% who receive insurance through their employers. By partnering with healthcare and benefits leaders from the country's largest companies, Nava packages their insights, tools, and best practices into a scalable, unified service offering that has helped smaller employers save 8-22% on their benefits plans.

Launched by seasoned co-founders, we're a cross-functional, passionate group of leaders and operators intent on building the industry's most diverse and dynamic place to work.

🚀 About the Role 

We are seeking an experienced Benefits Consultant with deep expertise in employee benefits to join our team as a Solutions Consultant. In this role, you will be a key player in supporting our Sales team by engaging with prospective clients in the mid-to-late stages of the sales cycle. As a consultative subject matter expert, you’ll bring insights on benefits strategy, funding solutions, cost containment, and innovative approaches to enhance client offerings. While this role does not require lead generation, you will be instrumental in helping secure new business by advising prospective clients on best-in-class benefits solutions that align with their immediate needs and long-term goals.

The Solutions Consultant will present in finalist and executive-level meetings, leveraging their expertise to influence decisions. You’ll also play a role in key account renewals, providing strategic oversight and ensuring benefit programs remain aligned with evolving client goals. This position requires a strategic thinker with strong consulting acumen who can guide prospects through the process and help close deals while ensuring that expectations are aligned with our onboarding practices. If you thrive on delivering impactful benefits strategies and collaborating closely with sales teams to drive success, we’d love to hear from you.

This is a remote U.S.-based position, with required availability for client meetings in Eastern Time Zone.

🚀 Key ResponsibilitiesSales & Client Engagement

  • Pre-Sale Engagement: Participate in mid-to-late stage sales pursuits to understand client needs and showcase our consulting services.
  • Client Consultation: Work with select clients during advanced sales stages, analyzing their pain points and linking our solutions to address these needs effectively.
  • Solution Development: Collaborate with the sales team to develop and present tailored solutions that solve prospective clients' challenges.
  • Thought Leadership: Provide answers to client questions about benefits and services, building trust to help facilitate winning deals.

Expectation Setting & Onboarding

  • Expectation Management: Ensure that expectations for service plans, onboarding, and rollout are clearly communicated to late-stage prospects and newly closed clients.
  • Onboarding Consistency: Provide oversight to ensure rigorous adherence to our onboarding checklist and playbook by all departments, escalating any pre-sale exceptions with brokerage leadership to maintain a seamless client experience.
  • Leadership in Onboarding: Guide Client Success and Operations onboarding teams by setting clear objectives and monitoring performance. Liaise with Client Success to effectively transfer client insights and strategic goals, ensuring a smooth, positive transition from sales to service that aligns with client expectations.

Collaboration & Process Improvement

  • Consulting Integration: Work closely with brokerage leadership to integrate our consulting expertise into the sales process, enhancing client experience and deal outcomes.
  • Sales Training Support: Support the training and development of the sales team by sharing insights, knowledge, and best practices around service offerings and benefits consulting.

🚀 Experience & Qualifications

  • Minimum of 5 years in benefits consulting with demonstrated expertise in:
    • Alternate Funding Strategies: Familiarity with innovative funding methods and their application.
    • Underwriting: Strong understanding of underwriting processes and best practices.
    • Benefit Program Design: Proven experience in crafting effective benefits programs that align with client needs.
    • Carrier Management & Negotiations: Skilled in managing carrier relationships and driving favorable negotiation outcomes.
    • Executive Client Engagement: Experienced and comfortable in a client-facing role, with proven ability to present and consult effectively at the executive and C-suite level.
    • Health Insurance License: Must currently possess an active Health Insurance License.

🚀 Skills & Attributes

  • Strong problem-solving and analytical skills, with the ability to understand client needs and map them to our solutions.
  • Excellent communication and presentation skills, with a consultative and client-focused approach.
  • Ability to collaborate effectively with internal teams and maintain consistent follow-through on tasks.
  • Proactive, with a focus on continuous improvement in processes and client satisfaction.

🚀 Working at Nava

As a remote-first company, Nava is committed to building a dynamic and inclusive culture where you have the autonomy to thrive. You’ll be supported by cutting-edge technology, a collaborative team, and a shared mission to revolutionize healthcare.

🚀 Benefits

  • Stock Options
  • Medical, dental, and vision insurance. At the minimum, we cover 85% of premiums for individual plans.
  • Flexible spending account (FSA) and Health Savings Account (HSA)
  • 401k with a $1,500 match
  • Short Term Disability, Long Term Disability, and Life Insurance
  • 12 weeks of paid leave for all new parents + 2 weeks of transition time
  • $50/month to go towards a benefit of your choosing that will improve your mental or physical health and more
  • Flexible PTO
  • $1,000 stipend to set up your home office
  • $50/month connectivity reimbursement
  • And more…

Candidates from all backgrounds are encouraged to apply. We believe that solving America's healthcare problem requires leveraging America's greatest strength: our diversity. Healthcare affects everyone – and a team that includes people from all backgrounds and walks of life will be more effective at driving change than a homogeneous one. We are excited to build that kind of team at Nava.

The Company
HQ: New York, New York
120 Employees
On-site Workplace
Year Founded: 2019

What We Do

Nava Benefits is a modern benefits brokerage on a mission to bring high-quality, affordable healthcare to all Americans. Built by a cross-functional team of technology, insurance, and employee benefits experts, Nava delivers high-performing plans that employees love and save employers money.

We're hiring leaders in software engineering, marketing, customer success, and employer benefits. If you're interested in transforming healthcare, drop us a line

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