Sales/Business Development Representative

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Company Overview

New Benefits, Ltd is the nation’s leading wholesaler of customizable non-insured health, personal security, financial, travel, and leisure benefits. Since 1990, we have proudly served associations, insurance companies, banks, credit unions, brokerage and consulting firms, insurance agencies, TPAs, and employers. With thousands of clients and millions of members, New Benefits is trusted to provide exceptional customer service, top-tier products, seamless administration, print services, billing, and compliance—all while upholding the highest standards of integrity and honesty in marketing non-insured products and services.

We offer a fun, business casual environment with a strong company culture focused on employee engagement and recognition. As a valued team member, the Sales/ Business Development Representative will enjoy a comprehensive benefits package, including paid vacation and holidays, a 401(k) with company match, health insurance, voluntary dental coverage, paid life insurance, and access to a New Benefits discount card.

Position Overview

The Sales/ Business Development Representative is responsible for generating new business opportunities, nurturing client relationships, and driving sales growth. This high-energy role requires proactive engagement with key players in the benefits space and involves identifying potential clients, presenting products or services, and closing sales. The ideal candidate thrives in a fast-paced environment, possesses an in-depth
knowledge of our offerings, and demonstrates a relentless commitment to success.

Responsibilities and Duties

Lead Generation and Prospecting:

• Identify, develop, and close new business opportunities through assigned leads, strategic outreach, and cold-calling efforts.
• Engage in social media marketing, including LinkedIn, to support the company’s sales efforts, build brand awareness, and enhance client engagement.
• Qualify leads based on established criteria, ensuring they are a good fit for the company’s offerings.

Sales Strategy and Negotiation:

• Uphold ethical sales practices and ensure compliance with industry regulations.
• Develop and execute sales strategies to meet or exceed revenue targets.
• Exhibit resilience, adaptability, and unwavering enthusiasm to succeed in a competitive, fast-moving sales environment.
• Assess client needs and craft tailored proposals that highlight the most impactful benefit solutions.
• Establish and nurture strong relationships within the brokerage community to drive long-term growth.
• Secure partnerships with organizations that drive substantial membership revenue, ensuring meaningful business growth beyond contractual agreements.
• Negotiate contract terms and pricing with clients, ensuring mutually beneficial partnerships.
•  Conduct competitive analysis to refine messaging and differentiate New Benefits in the marketplace.
• Demonstrate persistence and follow-up discipline to keep deals moving forward and close sales effectively.

Sales Process Management:

• Track and analyze all sales activities, maintaining meticulous records in HubSpot to enhance sales efficiency.
• Manage the sales pipeline, follow up on leads, and move them through the sales process.
• Provide timely feedback to the team regarding sales trends, competitor activity, and client feedback.

Client Engagement and Relationship Building:

• Understand clients’ business needs, goals, and challenges to tailor solutions effectively.
• Strengthen relationships with existing clients, driving retention and identifying upsell opportunities.
• Develop an in-depth understanding of New Benefits’ technology platforms and be able to confidently deliver compelling, persuasive sales presentations via in-person meetings and video conferencing, effectively communicating the value of New Benefits solutions.

Collaboration with Internal Teams:

• Collaborate cross-functionally with marketing, operations, and leadership teams to optimize sales performance.
• Partner with Business Development to support client training and seamless onboarding.
• Provide insights from customer feedback to help improve products and services.

Qualifications and Skills

• Bachelor’s degree in Business, Marketing, or a related field (preferred).
• Proven track record of success in sales, preferably in the insurance, benefits, or healthcare industry.
• Exceptional communication and relationship-building skills.
• Strong ability to identify client needs and develop winning sales strategies.
• Highly self-motivated with a drive to exceed targets and grow business.
• Proficiency in CRM software (HubSpot preferred) and Microsoft Office Suite.
• Willingness to travel as needed for in-person meetings and presentations.
• Strong understanding of sales processes, from lead generation to closing.
• Capable of lifting up to 35 pounds
• Must be able to perform work at a computer terminal for 6-8 hours, and function in an environment with interruptions

Core Values

• Flexibility – Maintains effectiveness when experiencing major changes in work responsibilities or environment and adjusts effectively to work within new structures, processes, requirements, or cultures. Remains flexible despite adversity. Embraces change.
• Leadership – Facilitates a positive and productive team-oriented environment. Provides open communication/feedback within the team. Builds collaboration to maintain productive teams. Treats people with honesty and respect. Maintains positive relationships with employees at all levels. Uses appropriate interpersonal styles to establish effective relationships with clients, vendors, and internal partners. Interacts with others in a way that promotes openness and trust and gives them confidence in one’s intentions.
• Innovation – Identifies and accomplishes challenging objectives or personal goals. Works effectively with others to achieve goals. Looks for and takes advantage of opportunities. Maintains a high level of interest, enthusiasm, and personal performance. Takes steps to improve processes and find better solutions. Champions quality work and proactively takes steps to correct errors or improve overall products/solutions. Drives continuous improvement. Demonstrates a willingness to change approach based on feedback.
• Integrity – Supports and upholds the organization’s standards and values. Demonstrates honesty, reliability, and professionalism. Maintains the highest ethical standards.
• Passion – Provides excellent customer service to internal clients, partners, vendors, and teams. Responds promptly, professionally, effectively, and efficiently. Recognizes sense of urgency in responding to needs. Follows up to ensure requests, needs, and commitments are met consistently.

Reports to

President

Classification

Exempt

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