Business Consultant

Position Summary
• Identify and cultivate new business opportunities through networking, channel partners, and self-generated leads.
• Execute aggressive prospecting strategies to access key decision makers within prospective client organizations.
• Manage the entire sales cycle including post-sale and implementation processes.
• Negotiate pricing and scope of service with prospective clients.
• Complete required sales paperwork and finalize client service agreements.
• Maintain an accurate sales pipeline and forecast.
• Achieve monthly, quarterly, and annual sales goals assigned by management.
Essential Duties and Responsibilities
• Generate new business within the designated territory.
• Analyze, plan, and implement products and services tailored to client needs.
• Stay informed about industry trends, new products, services, and broker practices.
• Meet or exceed monthly and quarterly sales quotas.
• Oversee renewal proposals and processes for current clients.
• Prepare executive summaries for client presentations.
• Schedule ongoing meetings with clients to address questions and concerns during implementation.
• Collect data to guide product and service offerings, marketing, sales, and general business strategies.
• Develop lead generation and utilize CRM (Salesforce) to track activities.
• Take responsibility for accuracy, timeliness, and efficiency of all services for assigned clients.
• Attend monthly consulting meetings and provide training and coaching for staff.
Knowledge, Skills, and Abilities
• Self-starter with a strong work ethic.
• Ability to aggressively prospect for new business.
• Self-aware and open to feedback and coaching.
• Strong business acumen and understanding of financial concepts.
• Knowledgeable in self-funded and fully insured products and financial arrangements.
• Excellent verbal, written, and presentation skills; able to communicate professionally with carriers, members, and employers.
• Strong problem-solving skills and attention to detail.
• Professional appearance and demeanor; adheres to corporate policies and procedures.
• Maintains confidentiality and privacy.
• Understands customer needs and requirements.
• Demonstrates sound business ethics and high performance standards while pursuing goals.
• Capable of defining problems, collecting and interpreting data, establishing facts, and drawing valid conclusions.
Education & Experience
• High School Diploma.
• 2-3 years of sales experience.