Inside Sales Specialist (Seasonal) Must Be Licensed Life, Health

• Drive sales of group employee benefits solutions to businesses of all sizes.
• Identify and target prospective clients through various sales techniques.
• Manage inbound/outbound calls and emails to and from prospective clients of traditional direct and program business pipelines.
• Managing multiple opportunities through sequential stages of sales process: initial prospect meeting, gather and confirm minimum required data for accurate generation of healthcare cost analysis quotes, request for proposal data gathering, benefits comparison, technology demonstration, proposal presentation, and close.
• Present and sell Decisely products and services to prospective clients.
• Achieve sales target by meeting sales metrics that drive business goals
• Interface with prospective clients, business development, client onboarding and other team members to fully understand client needs and service expectations.
• Develop and maintain strong relationships with key decision-makers.

• Act as an Employee Benefits Advisor, providing expert guidance on benefit plan options.
• Conduct thorough needs assessments to recommend the most suitable benefit solutions.
• Educate clients on the advantages of different employee benefit plans.

• Collaborates and partners with internal constituents such as Implementation, Client Onboarding and Client Engagement Teams
• Serve as a trusted point of contact for clients, addressing inquiries and resolving issues promptly on the front end of the partnership.

• Maintain up-to-date knowledge of employee benefits products and industry trends.
• Utilize expertise as a Licensed Employee Benefits Agent to recommend the best insurance solutions.
• Stay informed about regulatory changes affecting employee benefits.
• Technology savvy, having a curiosity and propensity to learn more about computers, software and other tools that make business more effective and productive.

• Manage the entire sales process from lead generation to closing deals.
• Utilize CRM systems to track sales activities and client interactions.
• Prepare and deliver compelling presentations and proposals.

• Full knowledge of employee benefit plans including medical (including Medical Essential Coverage plans), dental, vision, life, disability, voluntary worksite plans and services.
• Knowledge of healthcare funding arrangements (i.e., fully-insured, level-funded, and self-funded) and Stop-loss provisions.
• Strong attention to detail and time management abilities.
• Strong ability to multi-task and assign priorities.
• Ability to work effectively and efficiently both with and without direct supervision.
• Ability to work effectively and efficiently in a fast-paced team environment, as well as independently.
• Strong interpersonal communication skills, both written and oral.
• Position continually requires teamwork, demonstrated poise, tact, diplomacy, and ability to handle confidential information.
• Highly organized and process driven; he/she can manage a multitude of requests, details, and follow-ups.
• Demonstrated experience with Agency Management Systems and/or Client Relationship Management Systems.
• An inquisitive nature, always pressing to know more and understand more about the client and his/her needs.
• Strong analytical skills enabling one to gather data and present it in a clear and understandable method to the receiving audience.
• Technology savvy, having a curiosity and propensity to learn more about computers, software and other tools that make business more effective and productive.

• Licensed Employee Benefits Agent with relevant certifications.
• Salesforce experience preferred
• Proven experience in group employee benefits sales.
• Strong understanding of employee benefits and insurance products.
• Excellent communication and interpersonal skills.
• Ability to analyze client needs and recommend effective solutions.
• Proficiency in CRM software and sales tools.
• Strong organizational and time management skills.
• Ability to work independently and as part of a team.
• At least 2 years of experience related to our industry, including insurance, benefits, human resources, broker/agency, technology/software applications.

• At least 2 years of experience related to our industry, including insurance, benefits, human resources, broker/agency, technology/software applications.
• B2B sales experience highly preferred.
• College degree and industry-related professional designations are preferred.
• Life and Health License required.
• Benefits administration and/or client management a plus.
• Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Outlook, Word, PowerPoint, OneNote & Excel.
• SaaS technology support experience, preferred.

• Monthly Sales Quota Achievement (% of goal achieved)
• Average Deal Size (per closed client)
• Pipeline Conversion Rate (Leads → Opportunities → Closed Won)
• Time to Close (average days per deal)

• Number of Qualified Meetings Held (weekly/monthly)
• Client Retention Rate (Post-Initial Sale) (if tracking renewals or ongoing involvement)
• Net Promoter Score (NPS) from initial clients

• Client Needs Assessment Completion Rate
• Plan Adoption Alignment Rate (plan selected aligns with client profile/needs)
• Proposal-to-Close Ratio

• CRM Data Accuracy & Completion (deal updates, meeting notes, etc.)
• Quote Turnaround Time (from inquiry to RFP delivery)
• Cross-Team Collaboration Satisfaction (from Implementation/Client Engagement feedback)

• Active License Validation
• Annual Continuing Education for Licensure Renewal Hours (tracked completion)

Decisely