Benefit Consultant (sales Rep)

Job Summary:

The Benefit Consultant (“BC”) is one of the most critical roles impacting REE’s success. Acting as the first impression of REE they are responsible for contacting incoming leads to explain our services for purchase and to establish a strong client relationship of trust and professionalism. The BC grows REE’s business through incoming calls and proactive outreach, evaluating prospective clients’ disability(ies) and symptom progression and closing sales of our services. This role requires a proactive individual who can work closely with multiple clients a day empathically, efficiently, and in a compliant way.   

What is expected in this role:

• Monitoring Queues for incoming calls and reviewing our CRM regularly for outreach of potential clients within the established sales team metrics.
• Professionally and empathically establish rapport with prospective clients by presenting REE’s value proposition and ensuring all questions are answered clearly and within regulatory requirements.
• Communicating with compassion while still promoting the sense of urgency and motivation of completion of the overall process when working through roadblocks or objections.
• Updating all information from the client into our CRM accurately and completely within the established sales team metrics.
• Adhering to all regulations and processes as established by REE’s Compliance team ensuring successful and compliance sales, along with safeguarding personally identifiable information / personal health information in accordance with HIPPA laws.
• Collaborating appropriately across the team and across the department ensuring sales invoices are properly created and submitted for processing.

How success is measured in this role:

• Hitting Monthly Sales Targets and Goals
• CRM activity and accurateness
• Calls per day