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Sales Executive - Employee Benefits

TruePlan Benefit and Retirement Advisors

(Rensselaer NY / Hybrid)

The Healthcare Association of New York State (HANYS) is seeking a Sales Executive within its subsidiary company, TruePlan Benefit and Retirement Advisors (TruePlan). TruePlan is an industry leader in employee benefits and retirement plan consulting. TruePlan delivers tangible business results to finance and human resource leaders, enabling them to enhance plan offerings while remaining competitive and reducing overall plan costs. Reporting to the President of TruePlan this position will be responsible for new business development of our group employee benefits services through prospecting, networking and engagement with groups inside and outside the HANYS membership.  The position holder will also be responsible in creating sales opportunities/revenue growth by communicating the full spectrum of products and services offered by TruePlan, such as group medical insurance, dental, disability, life/AD&D, and a variety of voluntary / ancillary products.

This position will be based in our office in Rensselaer, NY with a hybrid work environment considered. The salary for this position is between $70,000 and $75,000 annually in addition to an annual sales incentive of up to 25% of gross reoccurring revenue and 10% of gross non-reoccurring revenue based on certain performance metrics. Pay rate offered will be based on the successful candidate’s relevant experience, knowledge, skills, and abilities and in consideration of internal equity.

Key responsibilities include but are not limited to:

• Prospects for new business opportunities for our employee benefit services that establishes an TruePlan presence/identity through networking, client events, seminars, conferences and other center-of-influence opportunities.
• Creates and implements sales strategies to facilitate positive business relationships that lead to the successful acquisition of new business and revenue growth.
• Extensive understanding of the prospects’ benefit program and financial goals, as it relates to all of the employee benefit TruePlan product/service offerings, including group medical insurance, dental, disability, life/AD&D, and a variety of voluntary / ancillary products.
• Preferred knowledge and experience prospecting to hospitals and healthcare systems in New York State, in addition to other industries.
• Lends a focus to larger group prospects as well as community-rated prospects.
• Partners with nationally branded brokers who have agreed to co-pursue larger prospects.
• Manages sales process and introduction of Account Management team to ensure the prospect’s needs are being met, culminating in a successful sale.
• Consultative approach in developing sales opportunities and fostering creative solutions.
• Develops individual business plan, outlining strategies and action steps to be undertaken, to meet annual sales/business goals.
• Participates in panel discussions, webinars and other opportunities to showcase industry expertise and thought leadership.
• Resource to other team members for business development, sales/retention strategies and revenue growth opportunities.
• Achieves targeted revenue goals based on TruePlan’s overall business plan.
• Committed to ongoing professional development, to maintain current and thorough understanding of products, services, and overall industry knowledge.
• Collaboration across internal teams and resources to facilitate awareness and identify sales opportunities.
• Utilizes sales tracking system to record daily activity and shares information with sales/service team and senior management
• Partners with marketing team on various initiatives to grow the brand.
• Working closely with the Employee Benefits Services team on product offerings.

Qualifications:

• Bachelor’s degree preferred with at least 5 -10 years of successful relevant medical/ancillary insurance sales required. An equivalent combination of education and experience sufficient to satisfactorily perform the duties of the job may be substituted.
• Experience working in a consultative capacity with C-Suite Executives and Key Decision Makers.
• Ability to manage large, complex and high visibility accounts.
• Excellent communication, analytical, listening and presentation skills.
• Must hold a current New York State Life and Health license. A Property & Casualty license is preferred.
• Must be able to work as part of a team as well as independently with efficiency and flexibility
• Must be a self-starter who is motivated, enthusiastic, and has exceptional relationship building skills
• Travel within New York State and occasional overnight stays.

How to Apply

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