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crm sales strategy ichra level-funded health insurance📋 Description
- Meet or exceed new business sales goals for assigned territory.
- Build and manage relationships with regional brokers and consultants.
- Identify and pursue new SMB opportunities.
- Deliver tailored product presentations and proposals.
- Partner with internal teams for quoting, underwriting, onboarding.
- Maintain pipeline, activity, and forecasts in CRM.
🎯 Requirements
- 3–7+ years of sales experience in health insurance or benefits.
- Established relationships with regional brokers and consultants.
- Strong understanding of health plan funding models (fully insured, level-funded, ICHRA).
- Strong communication, relationship-building, and organizational skills.
- Self-starter with drive to exceed goals in a high-growth environment.
🎁 Benefits
- Generous PTO and paid holidays.
- Up to 16 weeks paid parental leave.
- 401(k) program.
- Transportation perks.
- Education reimbursement.
- Alternative medicine coverage.
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