Benefits Director jobs in Cincinnati, OH

Department: Job Title: Reports to:

Sales Sales Manager VP, New Business Compliance &
Sales

Job Summary: The following statements are intended to describe the general nature and level of work being performed. They
are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

The Sales Manager is primarily responsible for generating new business for all service lines through the
development of strong broker relationships and successful presentation of CDB solutions to prospects.

Essential Functions:

• Successfully establish, maintain and enhance credibility, communications, and relationships with

• Develop and cultivate relationships with new brokers to ensure continued growth of organization.

• Be educated on new products and services in order to timely present to brokers and prospects.

business
o Leading, organizing and planning formal presentations and meetings with brokers and

their prospects, broker firms, CE courses for brokers, event planning for seminar
marketing and presentation of solutions and proposals to clients as needed.

• Conducting regular meetings with broker contacts about prospects, services, solutions and new

• Utilize team sales approach to generate new business
• Successful and timely management of the full sales opportunity lifecycle following the defined

sales process:
o Qualifying prospects through questions and regular interactions with brokers in

accordance with the Sale’s RACI
o Regular targeting of employer prospects with key brokers
o Working with brokers to collect information necessary to finalize competitive proposal
o Following up with brokers on RFPs to get to finalist or presentation opportunity
o Providing competitive feedback to stop loss partners
o Daily maintenance of Salesforce

• Providing support for other sales team members as needed
• Provide weekly internal reporting on activity to management team.
• Prepare custom presentations (by audience) using materials.
• Provide marketing support and feedback for the development of new or enhanced products and

Essential Skills and Experience:

• Outstanding communication skills
• Knowledge and understanding of self-funding and stop loss
• Knowledge and application of consultative sales approach
• Ability to develop relationships at multiple levels
• Understanding of the significance of the broker relationship and having a desire to constantly

Fundamentals: Deliver Results; Communicate Personally; Get Clear on Expectations; Create the WOW;
Take Care of our Client; Own It; Be a Fanatic about Response Time; Be Positive and Bring It

StrengthsFinder: Communication-I; Focus-E; Responsibility-E; Restorative-E; Self Assurance-I; Strategic-S;
Woo-I; Harmony-R; Achiever-E; Command-I
Degree of Supervision: Close Supervision (Entry Level), Supervision (Independent), General Supervision (Advanced),
Direction (Manager), General Direction (Director)

• Direction

• Physical Demands: Job requires sitting up to eight hours a day. Body movement primarily in hand

• Work Environment: The noise level in the work environment is usually minimal.
  

Revised 10.2021

Sales Manager

Success Factors (List at least 2 situations that would designate success.)

Situation: Generating qualified leads across all lines of business.



Obstacle: Reaching employers and brokers to educate on value and solutions.



Action: Develop and partner with brokers and employers through professional networks



Result: Increasing revenue a minimum of 10% each sales year
-
Situation: Closing sales across all lines of business




Obstacle: Understanding CDB’s solutions



Action: Participate in regular Account Management client engagements to understand
the solutions CDB provides to be used to find pain points with prospects.




Result: Increasing revenue a minimum of 10% each sales year