SVP, Sales
Precept - Irvine, CA

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Position Summary

The responsibility of a Senior Vice President, Sales is to lead practices and objectives that develop new business opportunities for the Company using your centers of influence, business contacts, and Company marketing and sales strategies, while identifying, assessing and generating new business leads that will result in routinely closing sales meeting organizational goals.

Essential Functions

Successfully complete all aspects of the new sales process, including

Closing new client sales resulting in continuous goal achievement

Establishing and maintaining productive marketplace relationships that results in a constant stream of sales leads, resulting in achieving sales goals

Maintaining a high profile, positive and ethical marketplace presence and reputation and developing brand loyalty

Understanding the marketplace; continually collecting marketplace information and intelligence (trends, customer needs, competition, products, etc.)

Using strong business acumen to understand client challenges and needs, effectively communicating with prospective and existing clients the intricate details and methods associated with Precept’s products, services and solutions

Working with internal teams to formulate meaningful client solutions

Other new sales activities to ensure success, goal attainment and new revenue generation

Support Service Teams and other internal operational groups to appropriately implement new clients, including

Gathering all required new sales information (decision makers, stakeholders, clients, vendors, etc.)

Adhering to implementation processes, procedures and tools

Effectively communicating all information (client, product, services, other) pertinent to the new client implementation process

Completing other implementation duties to ensure successful new client implementations

Completing and keeping current with education/training, resulting in professional growth and expanded capabilities

Competently understanding and presenting information regarding Company capabilities and the spectrum of services offered to potential new customers, current customers and other customer or marketplace entities

Routinely gathering accurate and complete marketplace intelligence

Providing gathered information internally via established communication protocol

Provide leadership with suggestions regarding responding effectively to marketplace changes

Maintaining effective and mutually beneficial working relationships with all internal departments and team members

Actively participating as an effective and collegial team member

Other duties include

Essential Functions

Ability to travel extensively

Other duties as needed to ensure success and sustained Company profitability


Ability to work collaboratively, collegially and effectively in a team environment

Ability to manage many activities and job functions effectively

Ability to quickly evaluate complex customer needs and intricate possible employee benefit program solutions

Ability to translate complex employee benefits issues and solutions into accurate and easily understandable messages

Ability to quickly and comprehensively understand Precept’s array of products and services and how these can uniquely help customers solve their problems/challenges

Ability to manage time so that all jobs requirements are completed in a complete, timely and satisfactory manner

Accomplished and effective sales skills including:
Identifying potential sales opportunities

Generating sales leads

Helping clients identify and understand their needs/challenges

Ascertaining potential solutions to client problems

Helping direct customers in the decision making process

Handling customer questions and objections

Effectively and efficiently closing sales

Excellent written and oral communications, presentations and active listening skills

Ability to use required office equipment (e.g., computer; projectors; etc.)

Familiarity with the suite of Microsoft Office software programs

Experience and Education

Bachelor’s degree (masters degree preferred)

California life and disability license

Certified Employee Benefits Specialist (CEBS) designation preferred

Minimum seven (7) to ten (10) years experience in a new Sales or Business Development Management role within an employee benefits insurance brokerage and/or the insurance carrier industry

Candidates with an established, relevant and transferable Book of Business preferred

Additional sales/business development/marketing/product development experience (preferred)

Ability to quickly develop productive relationships of trust and confidence with a variety of marketplace and customer representatives - primarily human resources professionals, benefits purchasers, and senior managers (CFO, COO, CEO)

Excellent project management – tenacious at working problems and actions from start to finish

Thorough employee benefits expertise (e.g., solution focused strategy; product design, administration, and funding; regulation and compliance; communication; and trends)

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