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Job Description

Based in the Dallas-Fort Worth, TX area (onsite), this role drives growth by identifying, recruiting, activating, and enabling IMOs, agencies, and agents to adopt Heathos benefits-enablement platforms.

Responsibilities

  • Identify and recruit IMOs, agencies, and agents; activate them and enable adoption of FirstEnroll, AdminOne, and SonicMarketing.
  • Own the full sales cycle from outbound prospecting to post-onboarding engagement, including lead qualification, pipeline management, platform demonstrations, and contracting.
  • Drive early and sustained partner productivity by presenting Heathos as a strategic, technology-enabled partner that helps distribution sell faster, enroll smarter, and scale more efficiently.

Requirements

  • Bachelor’s degree in business, marketing, or related field.
  • 7–10 years of experience in business development, channel sales, or broker/agent recruitment within insurance or benefits technology.
  • Experience with IMOs, agencies, FMOs, MGA/SGA structures strongly preferred.
  • Proven success in acquiring and activating new partners.
  • Proficiency with CRM tools (Salesforce preferred) and Microsoft Office Suite.
  • Comfort with virtual presentations, digital prospecting tools, and data reporting.

Technologies

  • Salesforce
  • Microsoft Office Suite

About Heathos

  • Heathos is transforming the healthcare insurance landscape through a connected, data-driven ecosystem that simplifies complexity and drives long-term success.
  • Built on trust, innovation, and integrity, the company provides technology, services, and insights that support agencies, carriers, and members at every stage.
  • Our family of brands — FirstEnroll, AdminOne, and SonicMarketing — collaborates to streamline operations and deliver a seamless insurance experience.

Travel

  • Approximately 20–30% travel required

Location

  • TX (Greater Dallas Fort-Worth)
  • FL (Tampa)
  • GA (Greater Atlanta)

Work Location

  • In person

Key Skills & Competencies

  • Pipeline Mastery: sourcing, qualifying, nurturing, and converting leads through all stages.
  • Consultative Selling: translating platform features into clear, measurable ROI for agency partners.
  • Distribution Knowledge: strong understanding of IMOs, agencies, FMOs, downline structures, and commission hierarchies.
  • Channel Enablement: designing and executing partner activations and sales campaigns.
  • CRM Excellence: comfort with CRM-driven sales environments and disciplined data usage.

Performance Metrics (KPIs)

  • New partner acquisition and activation rates
  • Pipeline growth and conversion metrics
  • Revenue contribution from new distribution partners
  • CRM utilization and reporting accuracy
  • Weekly activity goals (calls, demos, activations)

Success Profile

  • Build and manage strong outbound pipelines
  • Convert cold leads into long-term producing relationships
  • Adopt a data-driven approach to activity and performance
  • Advocate for platform value and partner enablement
  • Foster relationships that scale into multi-product, multi-agent partnerships

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