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Trinity Health

Sales Executive: Workplace Health

Career Insights for Life / Health Insurance Sales Agent

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Scorecard

Based on Iowa data

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What they do

A Life or Health Insurance Sales Agent sells life insurance or health insurance to customers, working on behalf of an insurance company or independent insurance agent or broker. Evaluates the insurance coverage needed by a customer and proposes insurance packages and prices. Life insurance agents may sell policies or annuities, and assist clients or beneficiaries with getting insurance claims processed. Health insurance agents may negotiate rates for employers, explain plans and benefits to employees, and help clients to file or resolve health insurance claims. Life and health insurance sales agents may earn commissions for sales.

$62,188 / year median in Iowa

-18% projected decline

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Job Description

Employment Type:
Full time
Shift:
Day Shift Description:
The Sales Executive will have an assigned regional focus in selling the full portfolio of MercyOne products and services that support employer's needs including, but not limited to, health & wellness, occupational health, corporate health, and general and preventive health programs. This role is responsible for maintaining and implementing relationships with prospects as well as developing relationships with key insurance and employee benefit brokers, agents and consultants in their region. This position is a client-facing role and includes travel to client locations. The ideal candidate is highly motivated, demonstrates exceptional sales and interpersonal skills and has proven experience in employee benefits, health insurance, wellness, and/or occupational health sales.
Position:
Sales Executive:
Workplace Health Location:
Quad Cities Area OR Cedar Falls/Waterloo. Can live in either and will travel to other as needed. Ideally, candidate will live in QCA and travel to Cedar Falls once per week.
Schedule:
40 hours per week, Day shift,
M-F Essential Functions:
Sells integrated MercyOne workplace health solutions for primarily new clients and assist with existing client sales as needed, achieving baseline sales and quarterly sales performance metrics for an assigned region within Iowa Works closely with MercyOne operations and partners to sell and deliver products and solutions in alignment with client requirements Works closely with a cross-functional team to begin effectively build client relationships to drive results for maximizing client retention and member satisfaction Completes tasks and presentations at the direction of the Division Director Works closely with client relationship managers for ongoing sales support during the sales process Develop sales channels and prospecting, recording all activity in the sales platform Assist client relationship managers with reviewing, benchmarking and recommending service standards related to new customer requests Provides leadership for other sales teams including weekly monitoring of activity Provides reporting to regional leadership outlining sales activity Works with regional leadership on sales and business development strategy
Education, Certifications or Licenses:
Bachelor's degree required Valid Drivers License and good driving record
Experience:
5+ years of experience in healthcare, employee benefits, wellness delivery or occupational health 5+ years of experience in direct sales or business development Must be self-motivated, possess a strong work ethic and an ability to work independently and as part of a team, with a proven history of success in sales Demonstrated ability to effectively drive strategic transformation work Excellent written, verbal, and presentation skills Ability to communicate complex messages with a wide range of audiences on an internal and external basis Comfortable with ambiguity in a fast-paced environment Demonstrated ability to work effectively in a matrix-oriented organization CRM Salesforce experience preferred
Other Competencies:
Financial Acumen:
Understands and can apply financial principles to business decisions; understands income statements, balance sheets, free cash flow, profit vs. cash. Understands the impact of their decisions on MercyOne balance sheet and income statements. Can coach direct reports around financial issues.
Business Acumen:
Knows how the functions of a business work and relate to each other; knows the impact of business decisions; knowledgeable in current and possible future policies, practices, trends, technology and information affecting his/her part of MercyOne.
Functional/Technical Skills:
Has the expertise, knowledge and skills required to perform in his/her role and function at a high level of accomplishment; yet is not too narrow or does not depend upon technical and functional knowledge and skills at the expense of personal, interpersonal and managerial skills. Our Commitment Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law. Our Commitment to Diversity and Inclusion Trinity Health is a family of 115,000 colleagues and nearly 26,000 physicians and clinicians across 25 states. Because we serve diverse populations, our colleagues are trained to recognize the cultural beliefs, values, traditions, language preferences, and health practices of the communities that we serve and to apply that knowledge to produce positive health outcomes. We also recognize that each of us has a different way of thinking and perceiving our world and that these differences often lead to innovative solutions. Our dedication to diversity includes a unified workforce (through training and education, recruitment, retention, and development), commitment and accountability, communication, community partnerships, and supplier diversity. EOE including disability/veteran

Benefits

  • Health Insurance
  • Dental Insurance