Sales Producer- Cattail Consulting

Overview

We are a family-oriented, team driven, insurance agency offering bundled, high-impact risk consulting solutions- including risk management, nurse consulting, claims/data processing services, and HR consulting- to help our clients reduce risk, control costs, stay compliant, and create a healthier workplace

Why Join Cattail Consulting?

Our Culture:

Core Values: Work Hard, Tell the truth, Have fun

Grace, Love, and Performance

Hospitality, Respect, and professionalism

Team-first, family-feel environment

Our Benefits

Employer-matching retirement plan

Up to 4 weeks PTO in the first year

Paid time off for volunteering and ministry

Health, dental, vision, and short-term disability insurance

8 Paid Holidays

Quarterly employee and family events

Position Summary/Objective

The Consulting Sales Advisor is responsible for driving growth of Cattail’s Consulting Services, including Risk Management, Nurse Consulting, and HR Consulting, through strategic sales efforts, relationship development, claims and data processing services, and consultative solution design.

This role serves as the primary connector between clients and Cattail’s consulting teams—educating prospects, identifying service needs, packaging bundled solutions, and demonstrating the measurable value of doing business with Cattail Consulting.

Essential Functions

Sales & Business Development

Develop and execute an annual consulting sales plan aligned with organizational goals

Identify, qualify, and pursue new consulting opportunities through referrals, cold outreach, community relationships, and insurance partnerships

Present bundled consulting solutions (Risk, Nurse, and HR Consulting, as well as claims/data processing) tailored to client-specific risks, compliance needs, and operational challenges

Coordinate and deliver professional client presentations for new and renewal consulting engagements

Negotiate consulting services scope, pricing models, and renewal strategies in partnership with leadership

Client Relationship & Strategy

Serve as a trusted advisor to clients, understanding their operational risks, workforce challenges, regulatory exposure, and loss drivers

Collaborate closely with Risk Consultants, Nurse Consultants, HR Consultants, claims & data processing services, and Insurance Producers to align consulting services with client goals

Ensure smooth onboarding and handoff from sales to consulting delivery teams

Maintain strong, long-term relationships by monitoring client satisfaction, engagement, and renewal opportunities

Internal Collaboration & Process

Maintain accurate documentation of all material client conversations, proposals, and service agreements

Assist in resolving client concerns related to consulting scope, billing, scheduling, or service delivery

Stay current on industry trends, regulatory changes (OSHA, HR, healthcare compliance, etc.), and consulting best practices

Participate in ongoing training and professional development across consulting disciplines

Additional Responsibilities

Travel regularly to client locations for meetings, assessments, and presentations

Perform consulting services to Risk Consulting Clients as needed

Uphold Cattail’s core values and hospitality standards in every client interaction

Perform other duties as assigned to support organizational objectives

Competencies & Skills

Consultative selling and relationship management

Strategic thinking and business acumen

Strong presentation and communication skills

Problem-solving and needs-based analysis

Results-driven with high accountability

Professional humility—comfortable saying “I don’t know” and seeking expert input

Ability to navigate complex topics such as risk, compliance, healthcare, and HR

Hospitality behaviors: Do/Say Ratio, energy, generosity, and gratitude

Education & Experience / Qualifications

High school diploma or equivalent required; bachelor’s degree preferred

3+ years of experience in sales, consulting, insurance, risk management, healthcare, HR, or professional services

Experience selling consultative or service-based solutions strongly preferred

Familiarity with regulatory environments (OSHA, HR compliance, healthcare regulations, insurance) a plus

Proficiency with Microsoft Office (Word, Excel, PowerPoint)

Ability to manage multiple clients, priorities, and travel schedules

Work Environment & Travel

Fast-paced, professional, and collaborative environment

Frequent travel required to support client meetings, renewals, and presentations

Occasional overnight travel expected