Sales Consultant

Job Description

Sales Consultant

Position Overview

Classification Code

Exempt

Reports To

Principal of Agency

Pay Grade

Level 2

Révision Date

May 2025

Location

Remote

About Nexben

Nexben stands at the cutting edge of the fintech industry, reshaping the landscape of health and wealth benefits. We are dedicated to simplifying complex processes and empowering individuals to take control of their financial destinies. Join us in our mission of creating a better world through technological empowerment and community inclusivity.

Role Overview

Is working with prospects and helping them become customers your passion? Do you love prospecting and finding new opportunities to close a sale? Do you like working with marketing to create new business opportunities? We’d love to talk to you about our Sales Consultant position.

We’re seeking a sales professional to help us meet our growth goals. Someone who loves solving problems understands how to answer prospects’ questions before they come up, and someone who is energized by talking with new people.

A successful sales consultant can find new prospects and work with them throughout the sales journey. They’ll be able to quickly learn new technology and the nuances of defined contribution benefits to coach prospects through their health benefits options. Top candidates should know how to track and report on their work, be receptive to feedback and growth, and collaborate with internal teams, including marketing and customer support.

Key Responsibilities:

Attain sales and activity goals and quotas.

Build and foster positive, ongoing relationships with current and prospective clients through proactive outreach, including email, telephone, virtual meetings, in-person visits, and networking events.

Collaborate with internal and external partners to develop and deliver training and sales presentations professionally and effectively.

Collaborate with sales and marketing teams to create and implement sales strategies and marketing campaigns to increase revenue.

Document and maintain records of sales activities, revenue, and client status data.

Maintain a high level of product knowledge to educate and provide product and pricing consultation to clients.

Maintain a high level of understanding and effectively work in various distribution methods and channels, including carrier, association, broker, and direct-to-consumer sales.

Maintain up-to-date awareness of company activities, industry trends, and government regulations.

Participate in the entire sales cycle, from finding a prospect to closing a sale.

Provide professional after-sales support to enhance the customers’ dedication and retention.

Respond to and follow up on customer inquiries by telephone, email, virtual meetings, and in-person visits, as directed, within our corporate standards.

Understand client needs and processes to identify products and solutions to fill the need most effectively.

Utilize prospecting, networking, business development, and cold-calling sales skills to sell and cross-sell products and services proactively.

Support other functions as assigned.

Qualifications:

Associate degree in Business, Sales, Marketing, or a related field from an accredited institution preferred.

One to three years of sales experience demonstrated success in new business and revenue development.

Previous experience with insurance or financial services products and distribution channels

Life, Accident, and Health licensing (obtained within six months)

Medicare certification (obtained within six months)

FFM certification preferred (obtained within six months)

Microsoft, CRM software knowledge and navigation a plus

General

Join the Nexben team and contribute to our transformative journey in the fintech industry. We believe in technology's potential, the community's strength, and your ability to make a significant difference.

About Us

Welcome to Nexben: Where We Make Lives Better

At Nexben, we're in the business of making people's lives better. We believe in technology's transformative power when harnessed to enhance your health and wealth decisions. With a focus on people and their everyday experiences, we're here to challenge the status quo and reshape the landscape of health benefits. Our mission is clear: we're changing lives, whether it's for your neighbors, coworkers, or even the person you chat with at the grocery store.

What We Do

At Nexben, we simplify the complex so you can focus on what truly matters. Our cutting-edge financial technology empowers individuals to take control of their finances and expand their freedom of choice. With our simple, effective, accessible administrative and payment solutions, you can make wise financial decisions and live fully.

Culture and Community

We believe that we're better together. Nexben thrives on a culture that we are immensely proud of. Our strength comes from the diversity and talent of our people, who can be their authentic selves in an environment that champions equity and inclusivity. We listen attentively, constantly educate ourselves, and actively engage with others.

Leading the Way in Fintech

Nexben stands at the forefront of the fintech revolution in the benefits industry. Our financial technology solutions empower people to take control of their financial destinies, offering them unparalleled freedom of choice. Our administration and payment engine is a game-changer, facilitating seamless distribution and reconciliation of payments among all stakeholders. We've transformed the benefits landscape from a one-to-one transaction model to Nexben's groundbreaking many-to-many solution.

Nexben is committed to helping you lead a better life in everything we do, whether it's through financial empowerment or building a more inclusive community. Join us on this journey, and let's make the world a better place together.

Additional Information

Click the position title for an overview of the position. The entire job description will be under attachments if one is available.

Make sure your resume provides a professional or personal reference. Information for a professional or personal reference should include their name, city, state, phone number, and years known.

Benefits

Earn a competitive salary plus a benefit package.

Medical, dental, and vision insurance

401K retirement with matching funds

Personal Time Off and holiday pay

Essential Job Functions

Essential functions, according to the Americans with Disabilities Act, may include any of the duties, knowledge, and skills outlined in this job description. This list is illustrative and is not a comprehensive listing of employees’ functions and duties in this position. Employees must be in attendance and prepared to begin work at their assigned work location on the specified days and hours. Factors such as regular attendance at the job are not routinely listed in job descriptions but are an essential function.

Non-Discrimination

Nexben will not discriminate against anyone based on race, sex, sexual orientation, gender, gender identity and expression, height, weight, color, religion, national origin, age, marital status, pregnancy, disability, or veteran status. We are an Equal Opportunity Employer.

Americans with Disabilities Act accommodations

Assistance with the application process may be requested through a People Operations Team Member at .

Colorado Equal Pay Transparency Rule

The salary range is displayed in compliance with the Colorado Equal Pay for Work Act. This range is an estimate based on potential employee qualifications, operational needs, and other considerations permitted by law.

Full-time

Fully remote