Personify Health · 16 hours ago
SDR- Broker Relations
United States
Full-time
Remote
Entry, Mid LevelPersonify Health is on a mission to simplify and personalize the health experience to improve health and reduce costs. The Broker Market Analyst is responsible for generating new relationships with brokers and brokerage firms, executing targeted outreach campaigns, and nurturing relationships to create a sales pipeline that exceeds quota expectations.
ConsultingConsumerElectronic Health Record (EHR)Health CareLifestyleMedicalSoftware
Responsibilities
Qualify all incoming consultant & broker inquiries generated through web and marketing campaign leads
Use lead sourcing directives on target geographic markets and contact roles (outlined by the consultant & broker relations team) to influence lead sourcing
Source new consultant/broker leads through - online research leveraging multi-modal broker prospecting tools, LinkedIn and more
Successfully set up strategic alignment meetings for the consultant & broker relations team (via email) so that the team can conduct discovery, assess fit and determine next steps for consultant and broker contacts
Strategic sales capabilities that include a high comfort level communicating with defined consultant & broker contact roles within a consulting/brokerage firm, balanced with tactical skills for a fast-paced, high volume lead follow-up and qualification environment
Educate leads/contacts regarding: Personify Health’s value and key positioning pillars; solution differentiation from market alternatives
Prospect into target consulting/brokerage firms to find new contacts and revenue opportunities
Develop and articulate high-impact messaging that resonates with consultants and brokers, captures a value prop, and embodies Personify Health's values
Consistently logging lead, contact, account, and qualification data in Salesforce.com Report weekly metrics
Work with consultant and broker relations directors to gain insight into individual territory and target market plans and establish lead generation priorities and methods
Achieve quarterly objectives
Qualification
Required
Proven success in sales/marketing in TPA and or Benefit Administration
Outgoing, positive, friendly, and a master communicator
Demonstrated history in exceeding performance goals and quotas
Experience selling enterprise products/services with a focus on value-based selling methodologies
Strong communications and understanding of how to identify consultant and broker needs and map business value
Adept in using Salesforce.com, Hubspot and Microsoft Office applications
Internet and research savvy using online resources such as LinkedIn and ZoomInfo to identify contacts within target companies
Proficient in managing multiple simultaneous qualification and sales processes
Strong understanding of target consulting and brokerage firms and range between core job deliverables to solving business problems
Must quickly assess a business situation or scenario and develop plans to address challenges or capture opportunities
Preferred
Experience with Benefitflow and/or MPLOYER appreciated but not required
Benefits
Comprehensive medical and dental coverage through our own health solutions (yes, we use what we build!)
Mental health support and wellness programs designed by experts who get it
Flexible work arrangements that fit your life, not the other way around
Retirement planning support to help you build real wealth for the future
Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage
Professional development opportunities and clear career progression paths
Mentorship from industry leaders who want to see you succeed
Learning budget to invest in skills that matter to your future
Unlimited PTO policy because rest and recharge time is non-negotiable
Benefits effective day one—because you shouldn’t have to wait to be taken care of
Company
Personify Health
Personify Health is a software that provides health plan administration, comprehensive health navigation, and holistic well-being solutions.
Founded in 2023
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$92MKey Investors
Insight Partners
2018-05-21Acquired
2018-01-01Private Equity
2015-05-27Series B· $92M
Leadership Team
Amit Jain
Chief Technology Officer
Kristen Larson
SVP Client Growth
Recent News
Company data provided by crunchbase