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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in B2B sales, relationship management, and consultative selling within the healthcare and financial services sectors. Proven ability to achieve sales goals while maintaining a strong field presence and managing a geographic territory effectively.
Highest-signal resume keywords
B2B Sales ExperienceSalesforce ProficiencyConsultative Selling SkillsRelationship ManagementNegotiation Skills
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 ExecutionPipeline DevelopmentMarket Trend AnalysisRFP GenerationProduct Demonstrations
Soft Skills
Strong Communication SkillsNetworking SkillsOrganizational SkillsRelationship-Building Skills
Tools & Technologies
SalesforceCRM PlatformsBusiness Technology
Industry Keywords
Health & BenefitsEmployee BenefitsSaaSHealthcare TechnologyFinancial Services
About the role
Key responsibilities & impact- Drive new business growth and expand existing relationships across an assigned geographic territory
- Manage relationships with brokers, consultants, referral partners, employers, and internal WEX stakeholders
- Execute a comprehensive sales strategy and achieve annual revenue and new business goals
- Develop and maintain a pipeline of qualified opportunities through prospecting, networking, referrals, and existing relationships
- Identify and pursue high-value growth opportunities and emerging market opportunities
- Monitor market trends and competitive activity
- Establish trusted-advisor relationships and generate RFPs and new business opportunities
- Schedule and conduct meetings with new and existing relationships to 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 strong field presence, spending a minimum of three of five working days per week in the field
- Independently manage territory travel, including scheduling, transportation, lodging, and meeting coordination
- Collaborate with internal stakeholders and support a high-performance culture
- Adhere to WEX security, compliance, privacy, and company policies
- Maintain confidentiality and complete other assigned duties
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 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