• 6+ years of experience interfacing with major benefits consulting and/or brokerage firms (e.g., WTW, Aon, Mercer, Lockton, Gallagher, USI, HUB, MMA), including an understanding of how consultants shape employer decisions.
• Proven ability to build influential relationships that translate into business outcomes, including pipeline creation, referrals, and evaluation inclusion.
• Strong business development skills , including prospecting, multi-threading relationships, and expanding presence across offices and stakeholder groups.
• Excellent communication and presentation skills , with the ability to clearly position complex solutions and lead compelling meetings with senior stakeholders.
• Comfort operating in a metrics-driven, revenue-accountable role , including ownership of a territory plan, pipeline tracking, and forecast hygiene.
• Experience using Salesforce or similar CRM to manage contacts, opportunities, reporting, and data quality.
• A self-starter mindset: high ownership, intellectually curious, and energized by building in a fast-moving environment.