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Drive new business sales for voluntary benefits by building consultative relationships with brokers, agents and distributors across Arizona and New Mexico. Manage pipeline, forecasts and reporting (Salesforce), collaborate with internal teams, deliver presentations, influence RFPs, and meet annual sales and growth objectives.

Provide new business sales support by preparing group underwriting submissions, gathering missing information, updating MARK proposals, liaising with brokers, sales and underwriting, maintaining detailed Dynamics CRM case notes, monitoring premium receipt, processing proposals, and delivering welcome materials and temporary ID cards.

Drive new business sales by developing consultative relationships with brokers, agents, and distributors across the territory. Manage target accounts and pipeline, conduct market analysis and presentations, influence RFPs, coordinate with internal teams (implementation, underwriting, marketing), use Salesforce for reporting/forecasting, and meet annual sales, growth, and reenrollment goals.