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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in driving business growth through effective territory management, relationship building, and consultative selling. Proficient in utilizing Salesforce for pipeline management and forecasting while adhering to compliance and company policies.
Highest-signal resume keywords
B2B Sales ExperienceSalesforce ProficiencyConsultative Selling SkillsRelationship ManagementHealth & Benefits Industry Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Strategy DevelopmentPipeline ManagementNegotiation SkillsPresentation SkillsMarket Trend Analysis
Soft Skills
Communication SkillsOrganizational SkillsNetworking SkillsRelationship-Building Skills
Tools & Technologies
SalesforceCRM PlatformsBusiness Technology
Industry Keywords
B2BSaaSHealthcare TechnologyEmployee BenefitsBroker and Consultant Relationships
About the role
Key responsibilities & impact- Drive new business growth and expand existing relationships across an assigned geographic territory
- Manage relationships across the broker and consultant channel, referral partners, employers, and internal WEX stakeholders
- Generate new opportunities, increase market share, and achieve annual revenue targets
- Own and execute a comprehensive sales strategy for the assigned territory
- Develop and maintain a healthy pipeline through prospecting, networking, referrals, and existing relationships
- Identify, prioritize, and pursue high-value growth opportunities
- Monitor market trends and competitive activity to inform territory strategy
- Establish trusted-advisor relationships with brokers, consultants, referral partners, employers, and other stakeholders
- Schedule and conduct meetings to generate opportunities and advance sales cycles
- Lead finalist presentations and communicate WEX’s value proposition
- Deliver product demonstrations, presentations, and training
- Apply consultative selling, negotiation, and closing skills
- Maintain accurate Salesforce activity, opportunity, pipeline, and forecasting information
- Maintain a field presence in the assigned territory, spending at least three of five working days per week in the field
- Independently manage territory travel, including scheduling, transportation, lodging, and meeting coordination
- Collaborate with WEX colleagues and support a high-performance culture
- Adhere to WEX security, compliance, privacy, and company policies
Requirements
What you’ll need- 3+ years of sales experience, preferably in B2B, SaaS, benefits, healthcare, financial services, or a related industry
- Proven track record of achieving or exceeding sales goals
- Demonstrated success developing and managing relationships with brokers, consultants, partners, clients, and/or other business stakeholders
- Strong presentation, negotiation, communication, networking and relationship-building skills
- Ability to independently manage a geographic territory and travel schedule
- Strong organizational skills, with the ability to prioritize multiple opportunities and competing demands
- Proficiency with Salesforce or another CRM platform and standard business technology
- Ability to work effectively in a fast-paced, performance-driven environment
- Experience selling through a broker, consultant, channel, or referral-partner ecosystem
- Experience in Health & Benefits, employee benefits, SaaS, healthcare technology, or related markets
- Established network of broker and consultant relationships within the assigned territory
Benefits
Comp & perks- Commission eligibility for most sales positions under an applicable plan
- Health insurance
- Dental insurance
- Vision insurance
- Retirement savings plan
- Paid time off
- Health savings account
- Flexible spending accounts
- Life insurance
- Disability insurance
- Tuition reimbursement
- Comprehensive and market competitive benefits supporting personal and professional well-being