Enterprise Sales - Portfolio Manager (MUST be licensed Life, Health)

Please note:  You MUST have experience in Employee Benefits and MUST be licensed in be Life, Health, Accident Licensed in order to qualify (thank you).

SUMMARY:

The Enterprise Sales – Portfolio Manager (ESPM) is directly responsible for enterprise sales growth at Decisely - you must have an active Life, Health & Accident/Sickness License (any state).  The ESPM works in collaboration with the Marketing Team and the Inside Sales Team to drive revenue for Decisely by selling Health and Benefit Solutions to employers in their designated portfolio made up of assigned programs (Associations/Franchises). 

The Enterprise Sales Portfolio manager is responsible for developing and executing on account specific plans for each component of their assigned portfolio. This should include but not be limited to:

The ESPM is also responsible for working with the referring broker to produce these opportunities. 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Expert of enterprise sales within employee benefits industry and specifically with brokers, franchises and associations.
• Reporting for the team for weekly, monthly and annual sales reports.
• Coaching and teaching and team relationships with inside sales associates.
• Knowledge of market, competition and competing ideas and solutions.
• Knowledge and use of Decisely’s technology and solutions in creating solutions for customers.

KEY COMPETENCIES:

• Knowledge of employee benefits brokers, employee benefits, franchises, associations and HR technology.
• Financial background and understanding of financial underwriting concepts.
• Advanced knowledge of navigating the internet as well as various other Microsoft Office programs to include but not limited to Excel, Outlook, Word, PowerPoint, Publisher as well as other required systems to maintain and manage job responsibilities.
• Strong attention to detail and time management abilities.
• Strong ability to multi-task and assign priorities.
• Must have a high level of interpersonal communication skills, both written and verbal, to support team.
• Position continually requires teamwork, demonstrated poise, tact and diplomacy.
• Must have 10 years of relevant experience.
• Current relationships with brokers, franchises or association contacts.
• High degree of experience in solution-based selling of outsourcing, employee benefits, solutions for HR technology solutions.

EDUCATION

• College degree required.
• Experience in employee benefits or insurance preferred.
• Must be able to work in a fast-paced environment with a demonstrated ability to juggle multiple competing tasks and demands.

CERTIFICATES, LICENSES, REGISTRATIONS:

• Appropriate State Life and Health licensure – REQUIRED
• Valid driver’s license
• Advanced professional designations welcomed

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  While performing the duties of this position, the employee is regularly required to stand, walk, sit, use hands and fingers, handle or feel; reach with hands and arms; and talk and hear.  Specific vision abilities required by this position include close vision, color vision, and ability to adjust focus.  Ability to travel independently to clients – some air travel may be required.

WORK ENVIRONMENT AND ENVIRONMENTAL CONDITIONS:

The work environment characteristics described herein are representative of those an employee encounters while performing the essential functions of this position.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The noise level in the work environment is usually moderate.  There is not or very limited exposure to physical risk.