[Remote] H&W Sales Consultant
Note: The job is a remote job and is open to candidates in USA. Alerus is a commercial wealth bank and national retirement provider committed to helping clients achieve their financial goals. The H&W Sales Consultant generates new business opportunities and manages a customer portfolio, focusing on building customer relationships and loyalty through effective communication and service.
Responsibilities
- Network with channel partners, including brokers, prospects, and other industry professionals to identify and pursue new Health and Welfare sales opportunities
- Establish and nurture strong relationships with channel partners, including brokers and other industry professionals
- Develop and maintain a high level of knowledge of Health and Welfare benefit administration services, including Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA), Lifestyle Spending Accounts (LSA) and Consolidated Omnibus Budget Reconciliation Act (COBRA)
- Achieve and exceed assigned sales targets for Health and Welfare services
- Monitor and track sales activities, data and metrics efficiently and accurately using Salesforce, and track progress toward sales goals, adjusting strategies as necessary to meet performance objectives
- Implement company sales strategies to expand market reach and enhance service/brand loyalty
- Collaborate with other Alerus teams to align efforts with broader organizational objectives
- Lead the preparation and fulfillment of RFPs, meetings and sales presentations, ensuring timely, professional and accurate completion
- Represent the company at industry events, trade shows and benefit fairs
Skills
- Bachelor's Degree in a business-related field or equivalent experience
- 2 years of proven sales experience in Health and Welfare benefit administration and/or other related fields
- Excellent written/oral communication, presentation, organization, relationship-building, and client service skills required
- Strong knowledge of benefit services, plans, and personnel in the industry
- Ability to work independently and manage multiple priorities, including meetings, sales targets, and completing administrative tasks
- Capability to effectively and accurately utilize a CRM system to manage communications, sales activities and pipeline production
- Initiative, creativity and energetic active engagement in all work responsibilities
- Ability to maintain professional working relationships with internal and external partners
- Organizational workflow skills and proficiency to coordinate sales activities with other team members and industry professionals
- Ability to work with detailed technical knowledge of H&W industry
- Possess the technical proficiency with computer software and hardware required to effectively conduct and analyze sales activities
- Ability to travel for industry events, meetings and presentations
Benefits
- Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
- Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
- Learning and development resources for personal and professional career development, and advancement opportunities.
- Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
- Support for the communities we live in through paid volunteer time and a company donation match opportunity.
Company Overview