H&W Sales Consultant

WHO ARE WE

Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

CORE VALUES

• Passion for Excellence
• Success is Never Final
• Do the Right Thing
• One Alerus

ABOUT THE ROLE

The H&W Sales Consultant generates new business opportunities and manages a customer portfolio defined in the performance plan. This involves being the primary contact for new or existing customers, presenting formal product proposals, and maintaining ongoing prospects for new business development.

The focus of the position is to build customer relationships and gain loyalty by listening, understanding, and responding to customers' needs.

WHAT YOU'LL BE DOING

• Network with channel partners, including brokers, prospects, and other industry professionals to identify and pursue new Health and Welfare sales opportunities
• Establish and nurture strong relationships with channel partners, including brokers and other industry professionals
• Develop and maintain a high level of knowledge of Health and Welfare benefit administration services, including:
• Health Savings Accounts (HSA)
• Flexible Spending Accounts (FSA)
• Health Reimbursement Arrangements (HRA)
• Lifestyle Spending Accounts (LSA)
• Consolidated Omnibus Budget Reconciliation Act (COBRA)
• Achieve and exceed assigned sales targets for Health and Welfare services
• Monitor and track sales activities, data, and metrics efficiently and accurately using Salesforce, and track progress toward sales goals, adjusting strategies as necessary to meet performance objectives
• Implement company sales strategies to expand market reach and enhance service/brand loyalty
• Collaborate with other Alerus teams to align efforts with broader organizational objectives
• Lead the preparation and fulfillment of RFPs, meetings, and sales presentations, ensuring timely, professional, and accurate completion
• Represent the company at industry events, trade shows, and benefit fairs

WHAT YOU SHOULD HAVE

• Bachelor's Degree in a business-related field or equivalent experience
• 2 years of proven sales experience in Health and Welfare benefit administration and/or other related fields
• Excellent written/oral communication, presentation, organization, relationship-building, and client service skills required
• Strong knowledge of benefit services, plans, and personnel in the industry
• Ability to work independently and manage multiple priorities, including meetings, sales targets, and completing administrative tasks
• Capability to effectively and accurately utilize a CRM system to manage communications, sales activities, and pipeline production
• Initiative, creativity, and energetic active engagement in all work responsibilities
• Ability to maintain professional working relationships with internal and external partners
• Organizational workflow skills and proficiency to coordinate sales activities with other team members and industry professionals
• Ability to work with detailed technical knowledge of H&W industry
• Possess the technical proficiency with computer software and hardware required to effectively conduct and analyze sales activities
• Ability to travel for industry events, meetings, and presentations

WHAT WE BRING TO THE TABLE

• Competitive compensation including base salary, bonus, and/or incentive opportunities
• Comprehensive benefits package providing a wide range of health and well-being benefits, including:
• Medical
• Dental
• Vision
• Life
• Long-term disability insurance
• 401(k) and ESOP for retirement savings
• Generous paid time off programs such as flexible time off, company-paid holidays, parental, and bereavement leave
• Learning and development resources for personal and professional career development, and advancement opportunities
• Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services
• Support for the communities we live in through paid volunteer time and a company donation match opportunity

WORK ENVIRONMENT

Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

BASE PAY RANGE

$80,000 - $100,000 per year plus incentive compensation.

EQUAL OPPORTUNITY EMPLOYER

The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.

Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.