Client Executive

4 days ago


Ohio City, Ohio, United States OneDigital Full time
About the Role

We are seeking a highly motivated and results-driven Client Executive to join our team at OneDigital. As a key member of our sales and account management team, you will be responsible for developing new business opportunities, closing sales, and strategically managing and retaining an assigned book of business.

Key Responsibilities
  • Business Development: Identify, prospect, and close new business opportunities through referrals, networking, and organic prospect meetings to meet quarterly and annual revenue goals.
  • Strategic Partnership: Work closely with our marketing team to strategically nurture and cultivate prospects, and with our account management and service teams to ensure client needs are met.
  • Client Relationship Management: Foster and manage overall relationships with clients to ensure high client satisfaction and annual retention goals.
  • Communication and Collaboration: Communicate effectively with clients, prospects, and internal stakeholders to ensure seamless sales and service delivery.
  • Market Analysis and Research: Conduct market analysis and research to identify new business opportunities and stay up-to-date on industry trends and developments.
Requirements
  • Experience: 7+ years of sales and/or employee benefits experience, with a strong background in business development and account management.
  • Education: Bachelor's Degree, preferably in a related field such as business, marketing, or communications.
  • Skills: Excellent verbal and written communication skills, with the ability to influence and effectively interact with C-suite clients and prospective clients. Strong leadership skills, self-motivation, and discipline are also essential.
  • Certifications: Current life and health insurance license, and proficiency in Microsoft Office, including Excel and CRM software.
About OneDigital

OneDigital is a leading provider of employee benefits and HR services, dedicated to helping businesses and individuals achieve their goals and live their best lives. We offer a comprehensive range of services, including benefits administration, HR consulting, and compliance support, to help our clients navigate the complexities of the modern workplace.



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