Securities, Commodities, and Financial Services Sales Agents

Overview

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

Founded in 2011, World is the second fastest-growing insurance broker in the U.S. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

General Description

World Insurance Associates, Inc. is seeking an experienced Small Business Client Services professional to join our growing team. This individual will have a proven track record of delivering a winning service experience to help small businesses offer affordable and effective employee benefits.

Key responsibilities include:

This individual will work independently and/or collaboratively with producers to manage the day-to-day service on an assigned book of clients to deliver exceptional client service in the following areas:

+ Manage client service on assigned book of clients, including onboarding new clients, and obtaining and maintaining current benefit plan summaries/documents, amendments, etc.

+ Contribute to benefit plan coverage gap analysis, design, and cost savings strategies.

+ Participate in developing renewal strategy and coordinating policy marketing based on client needs, benefit plan coverage gap analysis and cost savings opportunities

+ Coordinate policy marketing and participate in vendor procurement and negotiation, analyzing carrier options and summarizing and making recommendations to secure client decisions.

+ Prepare for and facilitate client deliverables and materials (email, web-meetings and/or in person) as appropriate to achieve defined scope of services.

+ Provide and coordinate open enrollment support and carrier implementations, including preparing benefits summary, coordinating vendor materials, and verifying policy information. Selectively participate in and/or conduct open enrollment meetings via web or in person.

+ Build strong client relationships through efficient and proactive day to day client service, assisting with claims, billing, eligibility, enrollment, and coverage and compliance issues.

+ Update agency management system and customer files in the document management system according to workflows and assuring accuracy for compliance.

+ Participate in team meetings and contribute ideas to enhance workflows, leverage technology, assure quality service, streamline work and achieve operational targets.

Qualifications

+ Minimum 3+ years of small group employee benefits experience within the brokerage industry

+ Strong knowledge of EB small group product lines and mulit-state product market offerings as well as federal/state legislative and compliance requirements.

+ Strong service orientation and understanding of client service in small business, with the ability to advise clients independently and confidently on renewal recommendations and benefit solutions

+ Strong organizational skills with the ability to successfully balancing multiple priorities efficiently in a fast-paced environment

+ Strong verbal and written communication and presentation skills, with the ability to build rapport, influence and collaborate with others and build strong relationships

+ Proficient in Excel, PPT skills and EB BenAdmin systems; BenefitPoint experience a plus.

+ High attention to detail with strong problem solving and critical thinking skills

+ Bachelor's degree in a business-related program or equivalent education and/or experience in insurance

+ Life/Health insurance license or the ability to obtain immediately required.

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

To Executive Search Firms and Staffing Agencies:

World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.

#LI-KC1

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Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, and build better judicial and regulatory systems. We help them get it right.

**Who We Are:** **Wolters Kluwer: The world is a big place, find your place here.**

**What We Offer: **

The Advanced Inside Sales Representative role offers growth potential opportunities, professional development, an engaging team environment, the ability to work a remote schedule, and amazing benefits.

**What You'll be Doing:**

As the Advanced Inside Sales Representative for Wolters Kluwer CT Corporation, your primary responsibility is to drive profitable sales growth through winning new corporation accounts & meeting or exceeding sales goals. Your customers are small to mid-sized corporations within an assigned territory, that currently does not have CT Corporation as their registered agent.

Some of your daily tasks will include learning and staying informed on our complex and comprehensive CT products and services; learning and following a comprehensive sales process; updating and managing sales pipeline information for your prospect accounts; updating & managing sales pipeline information for incoming leads, driving and developing business through generating high sales call volume; and contributing to sales planning and forecasting activities.

**Key Tasks: **

+ You will learn the full line of CT services, including the features, benefits, pricing, intended use, value proposition & competitive position.

+ Learn and execute the sales process for CT products & services and understand the complexities of selling to Law Firms.

+ Manage the assigned prospect account list to support a healthy sales pipeline (organize customers by segment & opportunity, research contact information for decision makers, create an efficient prospecting process, build call lists, operate within Salesforce.com CRM database).

+ Drive new business/customer development to meet weekly, monthly, and annual sales goals.

+ Improve CT market share by identifying Law Firms w/in your territory and size thresholds, using competitors as registered agents, conducting analyses and applying business knowledge, managing the transition to CT services, and staying connected through meeting call standards with existing clients.

+ Facilitate implementation and management of CT products and representation services into Law Firms.

+ Represents Wolters Kluwer by developing and maintaining comprehensive knowledge of Wolters Kluwer services, industry trends and general business and financial acumen through various sources and initiatives.

**You're a Great Fit if You Have/Can:**

+ Bachelor's degree in business or marketing

+ Inside business-to-business sales experience

+ Experience with high call volume activity

+ Worked with a CRM as primary account management tool. Salesforce.com experience strongly preferred

+ Experience working within a multi-division organization with various sales channels

+ UCC, Registered Agent, Corporate Reporting, and Business Licensing services experience

+ Experience selling complex professional services

+ Enterprise solution selling experience

+ 3 years of over quota sales

+ Consultative sales approach

+ Experience developing and qualifying prospect lists

+ Experience translating contacts gained through extensive networking into legitimate business opportunities

+ Experience formulating high-level and tactical strategies in sales process

+ Experience utilizing a variety of selling strategies based on client needs

+ Experience with record keeping and order entry systems; One World, Arrow, and Voyager in particular

We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #Bethedifference

**Additional Information:**

Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including **Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave** . Full details of our benefits are available at https://www.mywolterskluwerbenefits.com/index.html

**Diversity Matters:** Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.

**The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They’re not intended to be an exhaustive list of all duties and responsibilities and requirements**

**Compensation:**

Target salary range CA, CT, CO, HI, NY, WA: $61,650-$85,200

This role is eligible for Commission.

**Additional Information** :

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

**LOCATION:** Philadelphia PA – Greater Philadelphia and New Jersey

**OVERVIEW**

Your role will be responsible for managing and growing existing Commercial Customer relationships in a defined, US-based territory. Core functions include fostering relationships within account base, securing renewals, growing revenue through both price increases and application upsells, providing ongoing training and support to maximize usage. inner departmental account touches pertaining to account base and the communication of new enhancements to solutions and existing applications.

The territory will be Southeast PA and South/Central New Jersey, so we prefer our candidate to be regionally located in the Greater Philadelphia area for travel to customer locations as needed.

**RESPONSIBILITITES**

**Opportunity Identification & Development**

+ Identify target opportunity and stakeholders.

+ Facilitate outreach and background information collection with new opportunity.

+ Identify and build relationships with key stakeholders.

+ Conduct customer needs assessment.

+ Qualify target opportunity based upon account value, threats, and barriers.

+ Record accurate customer data in the CRM system.

+ Build effective sales pipelines.

+ Prepare activity and forecast reports.

+ Attend conferences and tradeshows to promote product visibility and generate leads.

**Active Selling**

+ Meet and exceed monthly, quarterly, and yearly revenue targets through complete ownership of an assigned book of business.

+ Create and update a Book of Business Plan to include strategy, tactics and milestones as it relates to hitting goals set by the company.

+ Customize and communicate product value proposition and solution design.

+ Develop and review implementation scope.

+ Coordinate with Sales Operations team in executing supporting active selling functions including contract creation, terms, and conditions development, quoting, and modifications.

+ Conduct contract reviews, pricing, and negotiation.

+ Obtain final signature and finalize order.

**Customer Retention & Satisfaction**

+ Build lasting customer relationships to retain and grow existing commercial customer base.

+ Review account utilization management reporting and provide recommendations.

+ Conduct regular account review meetings.

+ Collaborate with marketing in account communications planning and marketing campaigns.

+ Identify cross-sell and up-sell opportunities.

+ Work closely with other Commercial Sales colleagues on new implementation, training of customers.

+ Manage all aspects of trial and subscription usage activity to ensure the customer realizes the full value of our services.

+ Trains all new clients and proactively seeks out training opportunities with existing clients who demonstrate low product usage. Client usage stats must be reviewed during the monthly meetings with the Account Manager to identify renewal concerns and the need for additional training opportunities. Responds promptly and professionally to customer inquiries and seeks out opportunities to provide a high level of customer service.

+ Collaborate with marketing in account communications planning and marketing campaigns.

**Sales Leadership**

+ Provide territory coverage.

**Additional Duties**

+ Assist and communicate effectively with all departments as it relates to the company selling process.

+ Comply with established sales policies, pricing guidelines, and best practices.

+ Maintain the highest standards of integrity and respect for co-workers and customers Special projects as assigned.

+ Act as liaison between the marketplace and Wolters Kluwer Product Development Team by actively seeking out and documenting product and market feedback.

+ Participating in new system user acceptance testing.

**QUALIFICATIONS**

**Education:** Bachelor's degree or equivalent years of experience.

**Experience:** A minimum of 5 years of sales experience preferably in healthcare or IT related sales with a track record of success in building relationships throughout relevant customer disciplines and departments, meeting goals, and presenting to high level decision makers.

**Other Knowledge, Skills, Abilities or Certifications:**

+ Computer skills (Internet, Excel, PowerPoint, Word, and CRM Programs)

+ Experience demonstrating and selling sophisticated and complex products/technologies.

+ Possess product knowledge of all applications that are sold in the commercial market.

+ Telephone, presentation, and written communication skills.

+ Valid US driver’s license and passport to manage overnight travel up to 30% - 35% in territory.

**TRAVEL:** Travel to an assigned territory to meet with customers. This position requires approximately 30%-35% travel.

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

**Wolters Kluwer Tax & Accounting US (CCHGroup.com)** is a leading provider of tax, accounting and audit information, software and services, and is a division of Wolters Kluwer, a market-leading global information services company. It has served tax, accounting and business professionals since 1913. Among its market-leading solutions are The CCH® ProSystem fx® Suite, CCH Axcess™, CCH® IntelliConnect®, CCH® IntelliConnect Direct, CCH® Accounting Research Manager® and the U.S. Master Tax Guide®. Wolters Kluwer Tax & Accounting US is based in Riverwoods, IL, with key office locations in Dallas, Wichita, New York, Washington, D.C., Chicago and Torrance.

The digital future has arrived and the tax and accounting professions are changing rapidly. Professionals today have different needs, expectations and capabilities. In addition to accuracy, they need greater mobility, simplicity and speed. These needs place a premium on access to active intelligence, agile systems and integrated workflow solutions -- in short "Best in Process" solutions. This is precisely the value that Wolters Kluwer, Tax & Accounting US delivers to professionals.

As a **Senior Major & Strategic Account Executive** for Wolters Kluwer Tax & Accounting, you will manage high-profile strategic accounts, leveraging your deep understanding of business and client needs to drive significant revenue growth. Your expertise will guide team efforts, and your authority in negotiations will be critical in securing major deals. You will report to the Director, Major & Strategic Accounts – Tax & Accounting North America. Specific job responsibilities are outlined below:

**YOU WILL:**

• Build and sustain long-term relationships with high-profile clients • Identify and secure new business opportunities with major accounts

• Develop comprehensive proposals and strategic sales plans

• Oversee seamless coordination between clients and internal teams for enhanced service delivery

• Proactively monitor and address client satisfaction and service improvements

• Analyze complex client data to inform and adjust sales strategies

• Lead strategic discussions in sales meetings and strategy sessions

• Resolve high-level client issues with minimal supervision

• Strategize and drive major lead generation and marketing campaigns • Negotiate high-impact product/service terms with broad discretion and authority

**YOU HAVE:**

**Education:**

BS/BA degree in a business-related field. Or if no degree, min. 7 years relevant sales experience

**Minimum Experience:**

•6 or more years of direct, B2B field sales experience with Enterprise SaaS/Software solutions working with National or Strategic accounts

•Demonstrated track record of consistently achieving/exceeding sales quotas and goals

•Proficiency with the consultative sales approach; experience conducting effective needs assessment (e.g. matching products to specific client workflows); developing and executing business plans and forecasts; making in-person or virtual (MS Teams, Zoom, etc.) presentations to clients to explain the business' products and services and their alignment with the client's needs

•Understanding of selling complex professional products and services working with key stakeholders to deliver customized products or services

•Versed in developing strategic sales plans and contract negotiations

•Work experience within a multi-division organization with various sales channels (e.g. matrix sales organization)

•Proficiency with Salesforce.com or other comparable CRM applications

•Formalized sales training (e.g., Holden, Complex Sale, Solutions Selling, Miller Heiman, The Challenger Sales Module).

**Preferred Experience:**

•Sales experience selling SaaS/Software solutions and services to the Tax and Accounting industry

•Working knowledge of tax and/or accounting concepts and terminology, and understands the inner workings of an accounting firm and the accounting profession

•Consistent Club/Performance award achiever

**Other Knowledge, Skills, Abilities or Certifications:**

•Deep Business Insight: Extensive understanding of business practices and financials

•Strategic Client Management: Advanced proficiency in managing key client relationships

•High-Level Negotiation: Ability to negotiate terms with considerable autonomy

•In-Depth Data Analysis: Skill in analyzing and interpreting complex data

•Persuasive Presentation: Expertise in impactful presentations

•Cross-Functional Leadership: Ability to lead coordination between diverse teams

•Comprehensive Sales Knowledge: Mastery of sales strategies and practices

•High-Level Issue Resolution: Proficiency in resolving sophisticated client issues

TRAVEL

•Up to 20% annually (10-20 client visits a yr.) not including sales meetings

LI-Remote

**Compensation:**

Target salary range CA, CT, CO, HI, NY, WA: $117,500-$164,700

This role is eligible for Commission.

**Additional Information** :

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

**About this role:**

Wells Fargo is seeking a Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .

**In this role, you will:**

+ Participate in soliciting residential mortgages from various sources

+ Produce high quality loans which are compliant and provide excellent customer service

+ Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources

+ Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market

+ Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans

+ Understand real estate appraisals, title reports, and real estate transactions

+ Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs

+ Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk

+ Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication

+ Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

**Required Qualifications:**

+ 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ Basic Microsoft Office skills

+ Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources

+ Excellent verbal, written, and interpersonal communication skills

+ Mortgage industry experience

+ Knowledge and understanding of sales prospecting and generating referrals

+ Experience developing and cultivating professional relationships

+ Customer service experience

**Job Expectations:**

+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

+ Ability to lift 20+ pounds

+ Reliable transportation

+ Ability to work nights, weekends, and/or holidays as needed or scheduled

**Posting End Date:**

19 Jan 2025

**_*Job posting may come down early due to volume of applicants._**

**We Value Diversity**

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-425460

As the Enterprise Account Manager, you will establish, develop, and expand key accounts that generate significant revenue for the organization. You will research and pursue new business opportunities and create connections with influencers, executives, and decision-makers. You will provide excellent service and support to ensure client satisfaction that leads to long-term accounts. You will serve as a liaison between the client and other internal departments to expedite any assistance that may be needed.

**Responsibilities:**

+ Implements and develops strategic plans to drive profitability and achieve company objectives.

+ Engages with internal and external stakeholders at all levels to effectively to implement and develop customer account plans.

+ Drives new business development within named accounts. Will research, qualify, contact, present and close new clients based on an assigned territory or market segment.

+ Manages, develops, and identifies sales strategies to improve sales productivity.

+ Continuously develops relationships with priority customer stakeholders, understands their key business issues, and recommends ways to deliver value.

+ Liaison between the field and Global Accounts teams as it relates to pursuing new agreements, Value-Add/Total Cost of Ownership (TCO) commitments, and increasing customer wallet-share.

+ Communicates customer activity, opportunity status, renewal status, and strategic plan progress to management.

+ Leads solution development efforts that best address customer needs.

+ Engages supplier sales resources to enlist their support and create solutions.

+ Expert in strategic selling and takes the lead in high level sales engagements. Provides pre/post-call coaching to branch sales team.

**Qualifications:**

+ High School Degree or Equivalent required; Bachelor’s Degree preferred

+ 5+ years proven sales experience as an Account Manager of large account portfolios.

+ Experience managing multiple stakeholders and projects.

+ History of success maintaining and developing key relationships.

+ Success in strategic planning, resource allocation, leadership techniques, production methods and coordination of people and resources.

+ Ability to understand where potential exists in assigned accounts and can recognize and create opportunities.

+ Excellent communication and interpersonal skills with an aptitude for building strong client relationships.

+ Strong negotiation and problem-solving skills.

+ Proficiency with CRM software and Microsoft Office.

+ Self-starter and able to work efficiently under pressure.

_Wesco International, Inc., including its subsidiaries and affiliates (“Wesco”) provides equal employment opportunities to all employees and applicants for employment. Employment decisions are made without regard to race, religion, color, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, or other characteristics protected by law. US applicants only, we are an Equal Opportunity and Affirmative Action Employer._

**_Los Angeles Unincorporated County Candidates Only_** _: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act._

The Opportunity

Victory Packaging, a Smurfit Westrock Company, is looking for an outgoing and competitive person for a new Sales Representative position opening. We are seeking a persuasive and independent individual who loves a fast pace, building relationships and hunting/prospecting. In addition, they will be a problem solver and love to identify value added solutions for our customers.

How you will impact Victory Packaging, a Smurfit Westrock Company:

* Demonstrate persistence and overcome obstacles; Measure self against standard of excellence; Take calculated risks to accomplish goals

* Be driven, and responsible for your actions; maintain commitments and follow up with prospects and clients Volunteer readily; Undertake self-development activities

* Display attitude of deep commitment to win over the customer by having the sincere desire to offer value-added solutions Architect and articulate packaging solutions delivered through our distribution model by planning strategic development of a core client base and always be prospecting for new clients

* Develop and maintain an in-depth knowledge of key customers and targets

* Identify cost savings gaps and opportunities with the customer\u2019s environment and utilize all Victory\u2019s packaging resources and services to build solutions, implement the plan and document successes

* Establish a sales budget, strategies and tactical sales plans by product line, customer, and market

* Follow closely all established policies, guidelines and pricing for customer accounts and service

* Provide timely feedback to management team regarding service failures or customer concerns

* Partner with branch operations and corporate directives to meet and exceed customer\u2019s service expectations

* Utilize technology, such as e-mail and company contact management software to rapidly respond to customer needs and request for information

What you need to succeed:

* 3+ years of demonstrated sales experience within the packaging, and container industries highly preferred.

* Excellent verbal and written communication skills; strong demonstrated track record

* Salesforce; MS Office: Word, Excel & PowerPoint

* Strong problem-solving skills

* Ability to travel locally in and out of selling area and state for meetings as required

What we offer:

* Corporate culture based on integrity, respect, accountability and excellence

* Comprehensive training with numerous learning and development opportunities

* An attractive salary reflecting skills, competencies and potential

* Benefits package to include medical, dental, vision, life insurance, 401k with match, tuition reimbursement, employee discounts, employee referral bonus, and much more!

* A career with a global packaging company where Sustainability, Safety and Inclusion are business drivers and foundational elements of the daily work.

\#Victory

Smurfit Westrock (NYSE:SW) is a global leader in sustainable paper and packaging solutions. We are materials scientists, packaging designers, mechanical engineers and manufacturing experts with a shared purpose: Innovate Boldly. Package Sustainably. Guided by our values of integrity, respect, accountability and excellence, we use leading science and technology to move fiber-based packaging forward.

Smurfit Westrock is an Equal Opportunity Employer. We strive to create and maintain a diverse workforce where everyone feels valued, respected, and included. Smurfit Westrock does not discriminate on the basis of race, color, religion, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other basis protected by federal, state or local law.

At Verint, we believe customer engagement is the core of every global brand. Our mission is to help organizations elevate Customer Experience (CX) and increase workforce productivity by delivering CX Automation. We hire innovators with the passion, creativity, and drive to answer constantly shifting market challenges and deliver impactful results for our customers. Our commitment to attracting and retaining a talented, diverse, and engaged team creates a collaborative environment that openly celebrates all cultures and affords personal and professional growth opportunities. Learn more at www.verint.com .

**Overview of Job Function:**

The Account Executive is responsible to drive business in assigned accounts (new and installed as assigned) with a concentration on new add-on business and product expansion across the **West Territory.** The AE is expected to identify, drive, and sell Verint solutions and maintain effective account relationships within their assigned territory. The AE is responsible to own and set the account strategy and vision, and develop a plan to execute the tactics and strategies necessary to hit both quarterly and annual sales objectives and work with both Account Management and Channel Manager in those territories to support the account strategy and vision within the assigned territory. This role will also be responsible for establishing and maintaining effective cross functional relationships and interactions with other internal departments such as Pre-Sales, Platform Consultants, Service Architects, Channels, Sales Operations, Product House and Customer Support to name a few.

**Principal Duties and Essential Responsibilities:**

+ Execute the Company’s sales strategies and achieve established sales quota in the assigned territory by identifying business opportunities through territory management, target account prospecting, and profiling.

+ Work closely with Account Manager, and Channel Manager on Regional opportunities to achieve quota targets and territory goals

+ Responsible to lead all regularly scheduled calls and assign tasks with accountability to the virtual team members.

+ Owns the Executive relationships and responsible for understanding the customers’ business needs and direction.

+ Be up to speed with all current events within the account, understand the political landscape, be able to manage relationships at all levels, and be able to map our solutions to help them meet their business objectives.

+ Develops and owns the overall sales pipeline and responsible for both closing and prospecting into Verint’s top accounts.

+ Effectively conducts interaction with accounts at all levels; face-to-face calls, conference calls, webex, and email communications.

+ Thoroughly assess the customer’s needs and present the appropriate solution, utilizing the region’s Solutions Engineer(s) as needed.

+ Serves as a focal point for customer support issue escalation and maintain high levels of customer satisfaction and loyalty with customers.

+ Provide effective sales presentations and product demonstrations to assigned customers and prospects.

+ Maintain effective relationships with established customers and develop strategies to maximize revenue opportunities through increased portfolio usage.

+ Provide the sales management team with accurate and timely reporting of activities including weekly and monthly sales forecasts, the status of the sales pipeline and results of prospecting activities.

+ Provide daily routine and accurate updates to the Company’s sales database with account activity and status.

+ Maintain a comprehensive and ongoing knowledge of Verint products and technology, as well as industry trends.

**Minimum Requirements:**

+ Five years of sales experience and success in selling high-value, complex, and long sales cycle enterprise software and/or high-value services.

+ Bachelor's Degree or equivalent work experience

+ Proven and successful sales track record of quota attainment

+ Must be able to effectively prospect and identify business opportunities, conduct needs analysis and present and close solutions sales to targeted accounts.

+ Effective and Professional presentation and communication skills, both written and verbal are required with the ability to penetrate and establish relationships with customer’s senior-level executives.

+ Must possess excellent negotiation and closing skills with the proven ability to qualify prospects from both an operational and financial standpoint

+ Experience selling Enterprise software and Software (SaaS)

+ Travel approximately 50-75%.

+ Successful completion of a background screening process including, but not limited to, employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in accordance with federal and local regulations

+ The ability to obtain the necessary credit line required to travel

**Preferred Requirements:**

+ Working knowledge of value-added ROI business process sales engagements/tools

+ Previous experience in responding to RFPs and working with Government contract agreements

+ Knowledge of CCaaS, Contact Center, Workforce Management, and /or CRM/ERP software background desired

+ 2+ years of Business to Government selling from existing and from a lead development

\#LI-BM1

MIN: 95K

MAX: 140K

Verint Systems Inc. is committed to maintaining a workplace free from discrimination, retaliation, and sexual and any other form of harassment. Verint has a zero-tolerance policy against any form of discrimination, retaliation, or harassment including sexual harassment or any other form of harassment, based on one’s race (including but not limited to natural hair, hair texture, hair type and protective hairstyles), color, religion, national origin, or sex, pregnancy (including childbirth and medical conditions related to pregnancy, childbirth or breastfeeding), sex stereotyping, (including assumptions about a person’s behavior or appearance, gender roles, gender identity, gender expression including gender dysphoria, or transgender status), disability, alienage or citizenship or immigration status, marital status, creed, genetic information, predisposition or carrier status, sexual orientation, military or Veteran status, political affiliation, familial status, caregiver status, status as a victim of domestic violence, unemployment status, natural hairstyles, sexual and other reproductive health decision-making, or any other classification or characteristic protected by applicable federal, state or local laws (collectively, “Protected Characteristics”), will not be tolerated. This policy applies to all terms and conditions of employment including but not limited to hiring, placement, promotion, compensation, training, leave of absence or termination.

**For US Applicants**

_2024 Benefits Offering (https://fa-epcb-dev1-saasfaprod1.fa.ocs.oraclecloud.com/fscmUI/faces/AtkTopicContentQuickPreview?TopicId=300000160018102&Title=Verint+2024+Benefits)\_

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start **Caring. Connecting. Growing together.**

The Sr. Account Manager is responsible for driving client satisfaction by managing ongoing client relationships and service delivery to assigned client(s). This role acts as an outward-facing, dedicated resource for assigned client(s), typically with direct client contact for large/complex accounts. The Sr. Account Manager builds client relationships and serves as the primary point of contact for overall & day-to-day service delivery by working closely with the internal partners. This role represents client(s) internally and coordinates with other functions to capture and support client requirements, complete projects, and address ongoing operations and/or service needs.

You’ll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges.

**Primary Responsibilities:**

+ Facilitate all operational ongoing maintenance to ensure it is successfully executed

+ Serves as the main point of contact for client: operational needs, policy inquiries, root cause research

+ Own the day-to-day service experience of assigned labor client by working with the matrix partners as required to ensure issues are resolved promptly and accurately exceeding the customer’s expectations

+ Facilitate resolution of all escalated requests by working with the Operations Team

+ Coordinate activities to support impact reporting, root cause analysis, and full remediation

+ Demonstrate a high level of knowledge pertaining to the assigned customer’s specific benefit design

+ Coordinate 1/1 readiness activities; monitors implementation/set up of new products and groups; scenario testing, facilitate daily updates/progress reports with client and internal functional partners

+ Serve as operations lead for internal and external escalations

+ Facilitate training of all Optum Rx client-facing systems & tools

+ Maintain client action logs and facilitate regular cadence of discussions to review

+ Knowledge of all LOBs including Commercial,

+ Perform other assignments and responsibilities as required by management

+ Facilitates and supports membership meetings, client events and benefit fairs

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

**Required Qualifications:**

+ 5+ years of experience in Client Management or client facing role

+ 5+ years of experience working in PBM operations

+ Proficiency with RxClaim

+ Proficiency with MS Suite (Outlook, Word, Excel, PowerPoint, TEAMs)

+ Experience with facilitating membership meetings, events, benefit fairs both on-site and virtual

+ Position requires candidate to reside in west coast (AZ, Mountain or Pacific time zone)

+ Able to travel the US (25%) with occasional weekend travel

**Preferred qualifications:**

+ PBM Client Management experience working with Labor & Trust or Public Sector clients

+ PBM reporting experience

+ Complex issue resolution and remediation experience

+ Ability to use PBM tools to drive operational activities (reporting, issue management, claims adjudication)

+ Multiple LOB experience (Commercial, ACA, Medicare Part D)

+ Solid written and verbal communications skills

+ Solid organizational skills

*All employees working remotely will be required to adhere to UnitedHealth Group’s Telecommuter Policy

**California, Colorado, Connecticut, Hawaii, Maryland, Nevada, New Jersey, New York, Rhode Island, Washington, Washington, D.C. Residents Only:** The salary range for this role is $88,000 to $173,200 annually. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you’ll find a far-reaching choice of benefits and incentives.

**Application Deadline:** This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.

_At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission._

_Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law._

_UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment._

**_Job Title:_**

Enterprise Account Manager - Northeast

**About Skyhigh Security:**

Skyhigh Security is a dynamic, fast-paced, cloud company that is a leader in the security industry. Our mission is to protect the world’s data, and because of this, we live and breathe security. We value learning at our core, underpinned by openness and transparency.

Since 2011, organizations have trusted us to provide them with a complete, market-leading security platform built on a modern cloud stack. Our industry-leading suite of products radically simplifies data security through easy-to-use, cloud-based, Zero Trust solutions that are managed in a single dashboard, powered by hundreds of employees across the world. With offices in Santa Clara, Aylesbury, Paderborn, Bengaluru, Sydney, Tokyo and more, our employees are the heart and soul of our company.

Skyhigh Security Is more than a company; here, when you invest your career with us, we commit to investing in you. We embrace a hybrid work model, creating the flexibility and freedom you need from your work environment to reach your potential. From our employee recognition program, to our ‘Blast Talks' learning series, and team celebrations (we love to have fun!), we strive to be an interactive and engaging place where you can be your authentic self.

We are on these too! Follow us on LinkedIn (https://www.linkedin.com/company/skyhighsecurity/mycompany/) and Twitter@SkyhighSecurity (https://twitter.com/SkyhighSecurity?ref\_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor) .

**_Role Overview:_**

The Enterprise Account Manager will be responsible for driving net new sales and incremental bookings of existing accounts for a complex suite of Skyhigh Security products, solutions, and services within the assigned territory. The role requires in-depth knowledge of security technologies, competitors, and the ability to generate value by delivering successful solutions to customers. The Account Manager is responsible for developing direct sales opportunities, evaluating customer requirements, and creating tailored customer solutions that lead to new bookings.

**About the Role**

The Enterprise Account Manager will be responsible for driving net new sales and incremental bookings of existing accounts for a complex suite of Skyhigh Security products, solutions, and services within the assigned territory. The role requires in-depth knowledge of security technologies, competitors, and the ability to generate value by delivering successful solutions to customers. The Account Manager is responsible for developing direct sales opportunities, evaluating customer requirements, and creating tailored customer solutions that lead to new bookings.

+ Create a prospecting strategy to identify potential customers, develop relationships, build sales pipeline, prepare and present solutions, and negotiate contracts that achieve quarterly sales quotas.

+ Manage the sales process and leverage internal technical resources as needed to meet customer requirements.

+ Analyze the customer environment, scope customer requirements, and collaborate with technical resources to close sales opportunities.

+ Work closely with customers to drive POCs and POVs.

+ Upsell and cross sell Skyhigh Security products and solutions based on customer needs.

+ Generate demand with channel partners, resellers and end-user customers to grow mindshare, product awareness, and business relationships.

+ Develop relationships internally with key stakeholders.

+ Engage and present at multiple levels within an account including CISO, key stakeholders and board level.

+ Develop account and opportunity plans to improve account strategy.

+ Maintain customer satisfaction.

+ Develop relationships with our channel and service partners to create strategic opportunities.

**About You:**

+ 7- 15 years’ experience in a quota carrying role selling products within the security industry or other disruptive technology sectors (e.g AI/ML) with deep relationships with CISOs and customer stakeholders.

+ Experience generating direct sales opportunities for greenfield and NNL; must have strong prospecting skills, ability to build sales pipeline and possess a strong track record of achieving quarterly sales quotas.

+ Deep experience in regulated industries (banking and financial)

+ Ability to manage the sales process (MEDDPICC) and negotiate contracts.

+ Deep knowledge of the customer’s requirements and security challenges.

+ Strong business acumen and ability to build C-level relationships. Must be able to interpret and execute opportunities within complex organizations.

+ Ability to engage members of the presales and professional services organizations at multiple stages of the sales cycle including POCs and POVs.

+ Strong relationships with channel partners and system integrators.

+ Must possess excellent presentation skills.

+ Requires working knowledge of consultative sales methodologies, preferably MEDDPICC.

+ 3-5 years’ experience with Salesforce and Clari

+ Looking for results oriented, start-up mindset. integrity, confidence, patience, perseverance, interpersonal skills, self-awareness, tech savvy, financial acumen (business case/ROI)

+ Skills: Cyber Security, Account Management, Consultative Selling, Business Planning, Communication, Negotiation, Product Knowledge, Forecasting.

**_Company Benefits and Perks:_**

We work hard to embrace diversity and inclusion and encourage everyone to bring their authentic selves to work every day. We offer a variety of social programs, flexible work hours and family-friendly benefits to all of our employees.

+ Retirement Plans

+ Medical, Dental and Vision Coverage

+ Paid Time Off

+ Paid Parental Leave

+ Support for Community Involvement

We're serious about our commitment to diversity which is why we prohibit discrimination based on race, color, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation or any other legally protected status.