• Client Solutions Representative (Sales)

    Job Locations US-FL-Orlando
    # of Openings
    Sales and Marketing
    Regular Full-Time
  • Summary

    Client Solutions Representative



    PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, and Charleston, SC. We are looking for a Client Solutions Representative to develop new business and increase sales of PlanSource products and services to insurance brokers, benefits professionals, and other channels. The Client Solutions Representative role is vital to expanding market share and driving revenue growth for PlanSource.


    About the Client Solutions Representative role


    It is an exciting time to be at PlanSource! We are expanding rapidly, but are still small enough for you to make a big impact. As an Client Solutions Representative, you will be responsible for meeting an annual quota, creating new opportunities and expanding PlanSource’s market share in a fast-growing industry. You will be well-supported and our leveraged-sales model gives you access to a strong network of partners so you can hit the ground running.


    Your responsibilities will include:

    • Developing and qualifying sales prospects within a defined customer list from our installed base.
    • Developing and qualifying sales prospects within a defined territory of prospects.
    • Becoming an expert in PlanSource’s products & services.
    • Making live and online presentations and product demos.
    • Issuing proposals and following up with prospective clients. 
    • Achieving sales targets as defined by the EVP of Sales.
    • Documenting sales activity and prospect interactions in Salesforce.com
    • Other projects and to-dos as they come up.




    About You

    • About you


      You have a proven track record of success, strong character traits of integrity, work ethic, persistence, and determination, are competitive, and possess strong personal and presentation skills. Our sales cycles are fairly short (1-4 months), so you will need to keep several balls in the air at once. You have experience juggling lots of responsibilities and are comfortable talking with and presenting to people at all levels in an organization.   


      Your qualifications/abilities include:


      • Bachelor’s Degree
      • Strong academic record in high school and college
        • GPA above 3.0 preferred
      • Persuasive speaking skills and persistent with follow up
      • Strong financial acumen related to product pricing, customer profitability and achieving sales goals


      You might have 3-5 years' sales experience, which would make you a candidate for a CS Rep 1 opportunity; or

      You might have 0-2 years' sales experience, which would make you a candidate for a CS Rep 2 opportunity OR a Business Development Representative. These levels have different pay structures and quotas which we can discuss!  




    What We Offer

    What we offer

    • Great compensation package, including a full suite of benefits.
    • The opportunity to work for a fast-growing, established tech company, and work side-by-side with a dynamic team of talented professionals.
    • Fast-paced environment with big goals and the opportunity to grow and make a big impact.
    • Live in Orlando!



    Top ten reasons to come to PlanSource:

    #10: The size is right. Join a well-funded, established tech company that’s growing fast but is still small enough for you to have a big impact.

    #9: We are on a roll. Be part of a winning sales team – 65-75% of reps exceed their annual quotas.

    #8: Success is rewarded. Top reps qualify for the annual President’s Club trip – which includes a 5-star luxury experience for you and a guest.

    #7: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and within the sales team.

    #6: We give you the support you need. Our marketing team will support you and provide you with the tools you need to succeed.

    #5: Our model is strong. With a leveraged sales model, our network of partners brings you warm leads.

    #4: Strong partnerships fuel your success. National partnerships with leading insurance carriers such as MetLife, Humana, Guardian and Unum provide a competitive advantage and added credibility.

    #3: The benefits industry is on fire. Legislation including the ACA has created an urgent and pervasive need in the marketplace for our technology.

    #2: PlanSource has the right product. Show off our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.

    #1: PlanSource is the right company. Join an up-and-coming high-growth technology company that is well funded and values its employees and their families.



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