Director, Employee Health & Benefits Sales

Job Description

Department: Employee Health & Benefits
Status: Exempt
Reports To:Principal & Director, Employee Health & Benefits, additional reporting responsibilities to CSO & Managing DirectorsSummary
This position provides overall sales management to all Producers in the Orange County office within the Employee Health & Benefits Division.Essential Duties & Responsibilities

• Planning and Sales Forecasting.
  • Work with Producers to set annual sales goals and book growth objectives for each fiscal year.
  • Set annual goals for education achievements, networking and COI development.
  • Utilize Salesforce to review producers and overall division sales activity.
  • Conduct monthly pipeline meetings with all Producers with all producers.
  • Set objectives and clearly defined performance metrics at 90-day intervals for underperforming producers and un-validated/Investment Hire.
• Staffing and Managing.
  • Work with Corporate Recruiter to find, attract and hire top quality producers and industry producer candidates. Hiring decisions will be made in conjunction with the CSO, Director of Employee Health & Benefits, Managing Directors and Practice Group Leader, as applicable.
  • Promote and hold producers accountable for consistent usage of Salesforce as a tool for pipeline management.
  • Responsible for annual performance evaluations, in conjunction with Practice Group Leaders and Managing Directors, and must provide frequent feedback and coaching on performance of each producer.
• Training.
  • For new Producers, in conjunction with their assigned Mentor, manage a tailored 12 month Learning Path Program.
  • Meet regularly with Investment Hires and their Mentor to ensure Learning Path performance and training is on track.
  • Ensure new producers are on-boarded and get the technical training they need to be proficient.
  • Conduct bi-weekly/monthly sales meetings for the Orange County office with input from the CSO and Orange County Business Leaders.
• Leadership and Organization.
  • Collaborate with the CSO, Director of Employee Health & Benefits, and Practice Group Leader's assistance develop compelling messaging and value propositions for each Producer.
  • Work with Marketing, Managing Directors and Practice Group Leaders to determine the best niche opportunities for each Producer.

• Selling.
  • Frequently attend sales calls with Producers to evaluate performance and help MMA win new clients.
  • Demonstrate good messaging, probing and closing skills and act as a role model for Producers
  • Train producers on best practices in both sales and renewal process.

Education and/or Experience
Successful candidate will be a high energy sales and service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.

• Successful work history to include 10 years experience in a professional office setting directly related to job responsibilities specified above, with progressively greater responsibility for making administrative/procedural decisions and judgments.
• Skill in organizing resources and establishing priorities.
• Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written form.
• Demonstrated ability to develop, plan, and implement short- and long-range goals.
• Must have a comprehensive and up-to-date knowledge of the employee health benefits marketplace and a broad understanding of benefit insurance products.
• Maintain a valid unrestricted Life & Health Solicitor's License and meet continuing education requirements.
• Proficiency with personal computers and Microsoft Office applications (i.e., Word, Excel, PowerPoint and CRM system) with the ability to operate standard office equipment is required.
• Maintain a valid California Driver's License & have reliable transportation.

Work Environment & Physical Demands

• Ability to use computer keyboard and sit in a stationary position for extended periods.
• Work is performed in a typical interior/office work environment.
• 25% – 40% travel may be required. Travel consists of up to 5 overnight trips per year covering areas both in and out of state. In addition, 2 – 3 days per week are spent visiting clients and prospects in Southern California.
• Extended work hours (10 – 12 hrs/day) required on occasion due to attendance and participation at sales calls and industry functions that begin well before the workday, and may extend well into the evening.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: .

Job Details

Employment Types:

Full time

Industry:

Banking / Accounting / Financial Services

Function:

IT , Advertising, DM, PR, MR & Event Management , Merchandising & Planning / Category Management

Roles:

Software Engineer / Programmer

Skills:

Sales Management planning salesforce Sales And Service Learning Marketing Group Leader establishing priorities Consistent crm system in organizing renewal process coaching performance metrics sales meetings Attendance marketplace sales calls Powerpoint Sales Forecasting coi development pipeline management Development Closing Skills Travel Microsoft Office Applications Performance Networking

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