Requirements:

• Bachelor’s Degree
• 5+ years of sales development experience, business development experience, or a combination of both
• calling on decision makers and economic buyers
• Sales and marketing experience including growing a business or portfolio of clients within the health insurance/financial services industry
• Account relationship management experience
• Experience to effectively message, position and present information for client impact and influence
• Experience in negotiation, influencing, collaboration, and listening skills
• Proven ability to operate and effectively navigate in a highly complex environment with a high level of collaboration
• Proficiency in Microsoft Office suite and CRM (ex. Salesforce)
• Ability to travel frequently, 50%+

Responsibilities:

• Identify, prospect, and establish new customers within a large territory
• Sell account based services (HSA’s) directly to new employers either in collaboration with Carrier / Broker Alliance or independently, primarily in the 3000+ group size
• Meet annual sales goals, sales activity targets, developing sales plans and calling strategies; conducting  / participating in sales presentations and conferences creating an awareness of Optum Financial Services’ products and services
• Develop new Broker / Consultant networks to mine new Employer referrals
• Develop and Foster internal relationships with UHC / Optum partners to develop new business opportunities
• Maintain an ongoing relationship with brokers / consultants to encourage continuing new business referrals and to support brokers and consultants with technical assistance
• Own / lead, sales process and client engagement through the sale, coordinating with all necessary parties (ex. legal, pricing, finance, RFP etc.) to close a sale