Broker Account Executive

Summary

Join Sana and help make healthcare easy for small businesses! As a Wisconsin Region Broker Account Executive, you will build strong relationships with brokerages, driving sales growth through various outreach methods. You will be responsible for managing a high volume of sales activities, achieving quarterly and annual goals, and maintaining strong cross-functional relationships. This role requires at least 3 years of sales experience in a quota-carrying, commission-based capacity, a current or readily obtainable health insurance license, and strong consultative selling skills. Success involves leveraging sales enablement technology and maintaining a long-term perspective on customer retention. The position offers a competitive salary and commission structure, along with equity.

Requirements

• A minimum of 3 years of previous sales experience in a quota-carrying, commission-based capacity
• Current life, accident and health insurance license or ability to secure a valid license within 30 days after start
• Consultative Selling Skills and the ability to ethically influence external partners; demonstrated ability to collaborate across internal teams including collaborative selling
• Ability to leverage all sales enablement technology, training, and tools with proficiency in key technology platforms: Salesforce, Slack, and G-Suite
• Operates with structure and process paired with a willingness to experiment and desire to excel in a fast-paced, high-volume, dynamic environment
• Team player with the ability to build relationships and effectively interact both internally and externally with people at all levels of the organization and customer orientation; ability to operate in a remote environment and effectively build relationships virtually

Responsibilities

• Build, maintain, and enhance strong brokerage/agency relationships through superior product and service knowledge, territory management practices, and excellent service
• Identify and procure new sales opportunities within a brokerage’s block of business through strategic collaboration with individual producers
• Develop solution-selling skills by understanding small group health benefits challenges and issues facing employers and provide solutions to these challenges
• Manage and organize a high volume quote/sales activity territory; achieve quarterly & annual sales goals through consultation, negotiations, and positioning of Sana’s solution within product/underwriting guidelines
• Display a long-term mindset in closing new business that also maximizes future retention of customers
• Take initiative to complete ongoing training to properly execute against the sales playbook
• Generate regular reports on your activities, pipeline status, customer feedback, and market conditions to inform your sales strategies
• Build strong cross-functional relationships with underwriting, implementation, customer success, product marketing, and operations
• Stay informed about market trends, regulatory changes, and competitor activities
• Provide regular feedback to Product and Product Marketing
• Up to 30% travel per year to support brokerage/agency relationships

Preferred Qualifications

• Group health insurance, brokerage, and/or account-based sales environment are a plus
• You are mission-driven. You care about making our healthcare system work better for people and business owners
• You are hungry for more knowledge. You ask questions from a place of genuine curiosity and humility. You assume the best intentions without shying away from solutions-oriented debate. You meet your teammates with compassionate candor to solve problems together for our customers
• You remain flexible, and resilient, and foster a culture of continuous learning even in the face of hardship. You take care of yourself so you can be there to support your teammates
• You bring a bias for action paired with intelligent risk-taking. You keep the ball moving forward at each step; take action and make a decision even with imperfect data. You make bold bets to positively impact the healthcare industry while recognizing the potential friction that comes with innovation
• You embrace responsibility. You follow through on your commitments and foster trust with your colleagues. You own your mistakes and are accountable to others, knowing everyone shares in our success through equity in Sana

Benefits

• $100,000 - $115,000 a year
• Our cash compensation amount for this role is targeted at $100,000 - $115,000 base + $100,000 commission + equity per year for all US-based remote locations