Banker Relations

Banker Relations Sales Jobs

3 jobs found

Today

Broker Sales Manager

Clever Care Health Plan United States

United States

Today

$68k - $81k/yr Full time Manager Marketing Agency Sales

Apply Now

Job Description

The Broker Sales Manager at Clever Care Health Plan partners closely with the Market Manager to grow Medicare Advantage enrollments through contracted agencies and agents. This hybrid role in the United States focuses on strengthening existing channel relationships, building new ones, and ensuring RTS Agents are supported with training and resources ahead of AEP.

Working from home and traveling as needed, the BSM helps educate prospective members about Clever Care products, coordinates face-to-face conversations, and supports compliant marketing and events across agency, community, and provider locations.

What you’ll do

Develop, expand, and increase productivity within the assigned market’s agency distribution channel by ensuring channels understand the benefits of the Clever Care Program and follow both Clever Care and CMS compliance standards.
Encourage agents and agencies to sell Clever Care products to clients and the community.
Evolve existing provider and community relationships to improve channel performance.
Identify new provider and community referral opportunities.
Partner with the Network department and Field Engagement to build and manage key relationships with providers and community-based organizations (including Primary Care Doctors, Medical Group/MSO, and ancillary providers such as acupuncturists, chiropractors, optometrists, or dentists).
Work with agents to conduct sales and marketing presentations for prospects and to leverage community partnerships to host events.
Create a lead pipeline using provider partnerships and personal network.
Guide agents to develop creative, compliant ways to find and engage prospects.
Focus on improving the average number of enrollments per agent and agency.
Evaluate agent and agency performance using key indicators such as close ratio and lead pipeline, and track disposition of Clever Care-provided leads or events.
Attend sales training and department sessions.
Lead, collaborate, and execute provider and community relations activities, including event planning, execution, and tracking.
Produce regular campaign and event tracking, plus weekly activity reports that show return on investment, key initiatives, and activities.
Follow sales activity standards as directed by the manager.
Manage allocated agency co-op budgets by evaluating agent and agency ROI for sales events, sponsorship activities, and key community events.
Maintain knowledge of compliance regulatory procedures and Medicare Marketing Guidelines for use in all functions, processes, and communication.
Comply with all federal, state, and compliance requirements.
Complete other duties as assigned.

Required qualifications

Active California Life and Health Insurance License is required.
Valid driver’s license, reliable transportation, and insurance are required, with a clean driving record.
Experience working with insurance agencies/agents/field marketing organizations.
Strong working knowledge of Medicare and Medicaid, and other government health programs/income assistance programs.
Experience working with senior citizens and low-income individuals.
Strong customer service.
Excellent communication and presentation skills.
Bilingual in Mandarin, Vietnamese, Cantonese, Thai, Bahasa, Korean, Tagalog, or Khmer is preferred, but not required.

Compensation and work setup

Salary range: $67,522 to $81,024 per year.
Work arrangement: Work from home with travel to meet agents and agencies, and to attend events at agency, community, or provider locations.

Physical and working environment

Must be able to travel when needed or required.
Ability to operate a keyboard, mouse, and phone; perform repetitive motion (keyboard); and write for note-taking.
Ability to sit for long periods; stand, sit, reach, bend, and lift up to 15 lbs.
Ability to express or exchange ideas to impart information to the public and convey detailed instructions to staff accurately and quickly.
Work is performed in an office environment and/or remotely, with frequent contact with staff and the public.
May occasionally require irregular hours based on business needs.

View full job page →

24d ago

Broker Sales Manager

Clever Care Health Plan Arcadia, CA

Arcadia, CA

24d ago

$68k - $81k/yr Full time Manager Marketing Agency Sales

Apply Now

Job Description

Lead Medicare Advantage enrollment growth in your assigned market by expanding agency partnerships, equipping agents with compliant selling support, and driving community/provider outreach.

Responsibilities

Develop, expand, and increase productivity of the Agency distribution channel in the assigned market.
Ensure agencies understand the Clever Care Program and adhere to Clever Care and CMS compliance standards.
Encourage agents and agencies to sell Clever Care products to clients and community members.
Evolve provider and community relationships to improve channel performance.
Identify new provider and community referral opportunities.
Partner with Network and Field Engagement to build and manage key relationships with Clever Care providers and community-based organizations (examples provided in the role).
Support agents with sales and marketing presentations for prospects.
Leverage community partnerships to host events for prospect education and enrollment.
Create and maintain a lead pipeline through provider partnerships and personal network.
Work with agents to develop creative and compliant ways to find and engage prospects.
Improve average enrollments per agent and agency.
Evaluate agent and agency performance using key indicators such as close ratio, lead pipeline, and disposition of any Clever Care-provided leads or events.
Attend sales training and department sessions.
Lead, collaborate, and execute provider and community relations activities, including event planning, execution, and tracking.
Produce regular campaign and event tracking updates, plus weekly activity reports showing ROI, key initiatives, and activities.
Carry out sales activity standards as directed by the manager.
Manage allocated agency co-op budgets and evaluate agent/agency ROI for sales events, sponsorship activities, and community events.
Maintain knowledge of compliance regulatory procedures and Medicare Marketing Guidelines for use in all functions, processes, and communication.
Comply with all federal, state, and compliance requirements.
Other duties as assigned.

Requirements

Active California Life and Health Insurance License is required.
Valid driver’s license, reliable transportation, and insurance with a clean driving record.
Experience working with Insurance Agencies/Agents and/or Field Marketing Organizations.
Strong working knowledge of Medicare and Medicaid and other government health/income assistance programs.
Experience working with senior citizens and low-income individuals.
Strong customer service.
Excellent communication and presentation skills.
Bilingual in Mandarin, Vietnamese, Cantonese, Thai, Bahasa, Korean, Tagalog, or Khmer is preferred (not required).
Ability to travel when needed or required.
Ability to operate a keyboard, mouse, and phone; perform repetitive motion (keyboard); and write for note-taking.
Ability to sit for long periods; and stand, sit, reach, bend, lift up to 15 lbs.
Ability to express or exchange ideas to impart information publicly and convey detailed instructions to staff accurately and quickly.

Hybrid schedule / location

Hybrid work schedule.
Candidate must reside in Los Angeles or Orange County.
Work from home and travel to meet with agents and agencies and attend events at agency, community, or provider locations.
Work is performed in an office environment and/or remotely.

Wage range

$67,522 to $81,024 per year plus commission.
Salary posted is based on California wages; pay may vary based on candidate state residency.

Physical & working environment

Frequent contact with staff and the public.
May occasionally require irregular hours based on business needs.

Equal employment opportunity / background check

Clever Care Health Plan is an Equal Employment Opportunity and Affirmative Action workplace.
Background check required.

View full job page →

1mo ago

Business Development Account Manager

Altera Digital Health Inc. Denver, CO 🇺🇸 Remote

Denver, CO

1mo ago Closed

$90k - $115k/yr Full time Account Management B2B Banker Relations

This position is no longer accepting applications (closed Aug 18, 2026).

Job Description

Altera Digital Health Inc. offers a remote, U.S. based opportunity for a Corporate Development Account Manager in Denver, Colorado, with a competitive salary range of $90,000 - $115,000 per year.

In this role you will source and originate investment opportunities, engage business owners and executives, and maintain a disciplined pipeline leading to capital deployment.

Responsibilities

Source acquisition opportunities with vertical market software companies that align with our investment thesis.
Build and maintain trusted relationships with founders, executives, and shareholders to advance opportunities with professionalism and credibility.
Develop and sustain relationships with bankers and brokers to generate both proprietary and brokered opportunities.
Oversee and optimize the pipeline in the CRM system, ensuring data accuracy and actionable reporting.
Proactively balance prospecting volume with quality, continually improving targeting and dialogue effectiveness.
Collaborate with the broader M&A team to refine investment theses, qualify opportunities, and support conversion from dialogues through offers and LOIs.

Requirements

Accountable and results oriented: a proven track record of owning outcomes, meeting sourcing and dialogue targets, and converting opportunities into capital deployment.
Proactive and action oriented: demonstrates initiative, pursues new opportunities, and pushes through obstacles with minimal supervision.
Executive presence: adept at engaging founders, CEOs, and senior stakeholders; able to influence and establish trust quickly.
Financial acumen: solid understanding of financial statements and value drivers, applying this knowledge to assess opportunities.
Strategic judgment: comfortable navigating ambiguity, evaluating risk, and making decisions that advance the right opportunities.
Collaborative: effective across teams, contributes to portfolio-wide success, and shares knowledge with peers and junior colleagues.
Experience: typically 3 to 6 years in corporate development, private equity, investment banking, or related M&A roles; experience in a software customer support environment is highly desirable.

View full job page →

Banker Relations Sales Jobs

Broker Sales Manager

Broker Sales Manager

Business Development Account Manager

Get Banker Relations Sales Jobs alerts