IDI Strategic Market Development Consultant

About the Role

Key Responsibilities

• Partner with Home Office team members, Sales Management, Broker Franchise Development & Executive Benefits Sales Reps to drive IDI sales through leveraging the group inforce block, new sales and through broker and customer programs based on local market dynamics.
• Assess local office capabilities and engage teams as necessary to ensure consistent execution and results across all markets using a variety of business intelligence and external trends.
• Leverage business intelligence including industry segmentation, trend analysis, in-depth broker analysis, employer prospecting, etc. to drive premium growth.
• Partner with client managers, marketing consultants and field sales and service leadership to communicate and train field constituents on Market Development programs and strategies.
• Assist Home Office partners in building a library of marketing materials to help build efficiency and consistency of external material being distributed to brokers, plan administrators and employees.
• Assist EB Reps with pre-sale process for cases, acting as liaison between CDUW, Quote IDI and Broker to facilitate proposal and rates getting to broker.
• Serve as out of office contact for assigned EB Reps.
• Provide real time field feedback to Operations areas on needed enhancements.
• Participate in Broker meetings and regular calls with sales and service teams to accelerate and maintain focus, communicate results and solicit input on initiatives and strategies.
• Attend Executive Benefits Rep Study groups to share best practices and listen for opportunities to drive sales across the regions.
• Monitor sales goals at the office and rep level and suggest action where appropriate may be taken.
• Represent Market Development as a Subject Matter Expert and conduct training as appropriate.
• Support Broker Development Strategy and maintain repeat IDI broker base with a goal of retaining brokers after program completion.
• Provide data to assist Market Development Director and National Sales Leaders with setting Executive Benefit Rep sales goals.
• Support Broker Franchise Development to expand distribution.
• Assist in the creation and execution of new technology to help create efficiencies on the team.
• May perform other duties as assigned.

Requirements

• Bachelor's degree preferred or equivalent, relevant business experience.
• Minimum of 5 years of experience in a sales, marketing or service environment, preferably in the insurance industry.
• Excellent relationship building skills and the ability to foster a team environment.
• Excellent attention to detail and ability to analyze raw data and detailed sales reports.
• Knowledge of basic principles and practices of individual disability insurance.
• Operates with a sense of urgency for all pre-sale activities.
• Strong presentation skills; able to create and deliver presentations.
• Proven ability to deliver timely results and manage multiple priorities.
• High level of organization, implementation, execution and project management skills.
• Excellent negotiation and collaboration skills.
• Strong ability to think and implement strategically and tactically.
• Superior ability to communicate, influence and interact effectively at all levels of the organization.
• Solid Microsoft Excel, PowerPoint, Word, Publisher skills and Salesforce.com.

Nice to Have

• None explicitly specified in the description.

Qualifications

• Bachelor's degree preferred or equivalent, relevant business experience.
• Minimum of 5 years of experience in a sales, marketing or service environment, preferably in the insurance industry.

Benefits & Perks

• Competitive salary range of $63,500.00-$120,000.00.
• Healthcare benefits including health, vision, dental.
• Insurance benefits such as short & long-term disability.
• Performance-based incentive plans.
• Paid time off including generous PTO and paid time to volunteer.
• Up to 9.5% 401(k) employer contribution with additional contributions.
• Mental health support.
• Career advancement opportunities.
• Student loan repayment options.
• Tuition reimbursement.
• Flexible work environments.