Department: Sales
Type: Full Time
- Contribute to day-to-day sales efforts to new and existing students/clients in designated Region.
- Explore leads and prospects that are generated from a variety of resources.
- Develop opportunities that arise from services provided, conferences, marketing campaigns and phone calls.
- Execute cold calling to arrange meetings with potential customers to prospect new business, develop business, and to collect data for market research.
- Document, update, and maintain leads, contacts, opportunities and account information in Salesforce (CRM) for tracking purposes.
- Understand, train, and assist school administrators when needed by phone or e-mail.
- Develop a trusted adviser relationship with key customer stakeholders and executive sponsors; build and maintain strong, long-lasting customer relationships.
- Closely monitor assigned accounts in servicing and act as an escalation point for client service issues; conduct ongoing customer needs, analysis, and research of customer requirements through first party resources.
- Conduct regular customer review (health check) calls or visits as per customer review procedure
- Customize presentations to conduct onsite orientations.
- Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders.
- Assist in forecasting and tracking key account metrics; complete and maintain accurate sales forecasts, data gathering and reports for management.
- Proficient in Microsoft Word, Excel, PowerPoint, and Outlook
- Salesforce.com user level experience required; advance level experience preferred
- Strong communication, organizational, and negotiation skills
- Proven successful track record in a cold calling environment, building client relationships, and meeting sales goals
- Must be willing to travel
- Bachelor’s Degree in business or marketing required
- 2+ years of sales experience preferred
- Experience in the insurance industry preferred
- Must obtain health/ life insurance license to sell within 90 days of employment
LOCATION: Sacramento, CA