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Kaiser Permanente Sales Representative III in Santa Ana, California

Job Summary:

Identifies appropriate solutions to meet lead/prospect/customer needs and resolves standard and non-standard lead/prospect/customer questions or issues in a timely manner and independently. Generates prospective sales by utilizing standard and nonstandard strategies prospecting, sourcing, developing, and maximizing referral networks. Develops sales strategy, prepares sales status reports, and uses comprehensive foundational knowledge on health care to articulate internal sales strategies and drive external sales, gathers, analyzes, and applies data on trends related to sales strategy. Accomplishes sales plans and collaborates with team members internal negotiations and sales strategy. Identifies resources, including following through on intended outcomes, to achieve or support sales targets/goals/initiatives. Advocates for process improvement by following procedures and limited instructions to identify and implement initiatives for overcoming obstacles to sales progress and ensuring objectives are met, identifying new and improving existing process-related initiatives, resolving risks to compliance, and tracking and articulating performance trends and updates, independently.

Essential Responsibilities:

  • Pursues effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and members. Listens to, seeks, and addresses performance feedback; provides mentoring to team members. Pursues self-development; creates plans and takes action to capitalize on strengths and develop weaknesses; influences others through technical explanations and examples. Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; helps others adapt to new tasks and processes. Supports and responds to the needs of others to support a business outcome.

  • Completes work assignments autonomously by applying up-to-date expertise in subject area to generate creative solutions; ensures all procedures and policies are followed; leverages an understanding of data and resources to support projects or initiatives. Collaborates cross-functionally to solve business problems; escalates issues or risks as appropriate; communicates progress and information. Supports, identifies, and monitors priorities, deadlines, and expectations. Identifies, speaks up, and implements ways to address improvement opportunities for team.

  • Ensures a high level of customer service is provided by: identifying appropriate solutions based on lead/prospect/customer needs in fulfillment of performance and service quality goals, as well as the KP mission independently; exhibiting comprehensive knowledge about various health plans and benefits to leads/prospects/customers and brokers/consultants to convey KPs unique value proposition; and resolving standard and non-standard lead/prospect/customer questions or issues in a timely manner and independently.

  • Generates prospective sales by: coordinating open enrollment events, and delivering formal presentations to prospective customers with independently; utilizing standard and non-standard strategies to build relationships with key influencers, brokers, consultants, decision makers, and/or community groups to support new business opportunities and prospective customers; exhibiting comprehensive knowledge on prospecting, sourcing, and developing and maximizing referral networks to build own book of business; collecting, submitting, and/or ensuring that materials/forms for incoming business opportunities is complete and accurate, independently; using standard and non-standard strategies to work with key influencers, brokers, consultants, decision-makers, and/or community groups and successfully win new leads/prospects/customers by conveying the value of enrollment, independently; and maintaining and using new applicable and relevant resources, such as the sales database, reports, media, and industry intelligence, on sales prospects independently, and providing updates to the team.

  • Contributes to strategic development by: developing strategy to meet annual sales targets, goals, and initiatives, independently; preparing sales status reports including sales activity, follow-up, closings, and target achievement; utilizing comprehensive foundational knowledge of health care marketplace to articulate internal sales strategies and drive external sales independently; gathering, analyzing, and applying data on competitor, customer, and industry trends related to sales strategy independently; using sales performance data to maximize performance and develop insights and standard and non-standard sales strategies to accomplish sales plans; and collaborating with team members on optimal offering conditions and/or market segmentation (e.g., benefits, pricing) to drive internal negotiations and sales strategy, independently.

    Minimum Qualifications:

  • Bachelors degree from an accredited college or university AND minimum two (2) years of experience in business-to-business or business-to-consumer, communication, leadership, sales or marketing or a directly related field OR minimum five (5) years of experience in business-to-business or business-to-consumer, communication, leadership, sales or marketing or a directly related field.

    Additional Requirements:

  • Knowledge, Skills, and Abilities (KSAs): Business Acumen; Negotiation; Compliance Management; Creativity; Innovative Mindset; Applied Data Analysis; Trend Analysis; Interpersonal Skills; Relationship Building; Coordination; Key Performance Indicators; Persuasion; Sales Management; Sales Opportunity Orchestration; Sales Performance Data; Sales/Partnership Strategy and Techniques; Accountability; Adaptability; Autonomy; Embracing Challenges; Goal Setting; Organizational Skills; Microsoft Office; Presentation Skills; Trusted Advisor; Insurance; Advising and Managing Partners

COMPANY: KAISER

TITLE: Sales Representative III

LOCATION: Santa Ana, California

REQNUMBER: 1285002

External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.

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