Are you interested in joining a successfully growing organization that has been recognized repeatedly as one of Indiana's Best Places to Work and one of the 25 fastest growing companies in Indiana? If so, come join Apex Benefits!
Apex Benefits, a leading benefits consulting firm headquartered in Indianapolis, is looking for more growth-minded and dynamic professionals.
Apex Benefits offers our employees competitive benefits, a collaborative team environment, advanced training and development.
Sales / Advisor Job Summary
Increases gross agency revenue through sales department.
Proactively initiates qualified sales leads to achieve annual agency sales goals.
Manages an assigned book of business and pursues new sales opportunities.
Summary of essential job functions/responsibilities
Manages sales, retention, maintains and grows book of business
Identifies opportunities for penetration sales – additional lines to current book of business
Provides leadership, direction, on-going communication and support to client and client services team supporting client
Engages in direct selling activities including research, prospecting, cold calls, account-based networking, professional association participation, trade shows and other opportunities
Provides consultation to clients
Proactively develops effective business relationships with vendors, carriers, business partners and key decisions makers in order to meet or exceed new and renewal sales targets
Consults and participates in joint presentations to help grow and promote agency
Keeps updated records and notes of sales prospects, leads and meetings
Generate quality sales leads
Minimum requirements
Requires BA/BS plus 3 years of experience in sales or account management; or any combination of education and experience which would provide an equivalent background
State sales license required.
Industry designations such as CEBS, HIAA/LOMA preferred but not required
Thorough knowledge of multiple product lines including medical, dental, vision, life, disability and voluntary product offerings
Knowledge of current business and industry trends
Strong presentation skills required
Track record for creating new value-added services and meeting or exceeding revenue growth projections
Superior problem solving, analytical ability, attention to detail and customer service skills
Excellent organizational and time management skills
Highly developed reasoning and problem-solving skills
Professional writing and verbal communication skills
Positive attitude and team player
Able to react to change positively and handle other essential tasks as assigned
Literacy in Word, Excel, PowerPoint and Web navigation
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Must be able to read and edit spreadsheets, email and other related tools related to the role
Must be able to communicate extensively and effectively with staff and vendors via telephone/TDD, one-on-one conversations, face-to-face, public presentations and written correspondence
Requires extensive use of keyboards, calculators, and other administrative equipment.
Must be able to process and maintain large volumes of documentation
Must be able to sit or stand for extensive periods of time and navigate through the office.
Must be able to function within a moderate noise level office environment
Ability to travel to and work in the corporate office located in Indianapolis, Indiana, in addition to client locations
Additional Information
Apex Benefits Group, Inc believes in equal opportunity employment and does not discriminate based on age, race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, protected veteran status, disability or any other legally protected status.
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