Full-Time

Sales Development Representative - Broker Relations

Posted on 10/31/2025

Deadline 12/30/27
Personify Health

Personify Health

1,001-5,000 employees

delivers personalized health and wellbeing solutions

Compensation Overview

$50k - $60k/yr

Remote in USA

Remote

Category
Sales & Account Management (1)
Required Skills
Hubspot
Salesforce
Requirements
  • Proven success in sales/marketing in third-party administrator (TPA) and/or Benefit Administration. Outgoing, positive, friendly, and a master communicator
  • Demonstrated history in exceeding performance goals and quotas
  • Experience selling enterprise products/services with a focus on value-based selling methodologies
  • Strong communications and understanding of how to identify consultant and broker needs and map business value
  • Adept in using Salesforce.com, HubSpot and Microsoft Office applications
  • Internet and research savvy using online resources such as LinkedIn and ZoomInfo to identify contacts within target companies
  • Proficient in managing multiple simultaneous qualification and sales processes
  • Strong understanding of target consulting and brokerage firms and range between core job deliverables to solving business problems
  • Must quickly assess a business situation or scenario and develop plans to address challenges or capture opportunities
Responsibilities
  • Qualify all incoming consultant & broker inquiries generated through web and marketing campaign leads
  • Use lead sourcing directives on target geographic markets and contact roles (outlined by the consultant & broker relations team) to influence lead sourcing
  • Source new consultant/broker leads through - online research leveraging multi-modal broker prospecting tools, LinkedIn and more
  • Successfully set up strategic alignment meetings for the consultant & broker relations team (via email) so that the team can conduct discovery, assess fit and determine next steps for consultant and broker contacts
  • Strategic sales capabilities that include a high comfort level communicating with defined consultant & broker contact roles within a consulting/brokerage firm, balanced with tactical skills for a fast-paced, high volume lead follow-up and qualification environment
  • Educate leads/contacts regarding Personify Health’s value and key positioning pillars; solution differentiation from market alternatives
  • Prospect into target consulting/brokerage firms to find new contacts and revenue opportunities
  • Develop and articulate high-impact messaging that resonates with consultants and brokers, captures a value prop, and embodies Personify Health's values
  • Consistently logging lead, contact, account, and qualification data in Salesforce.com
  • Report weekly metrics
  • Work with consultant and broker relations directors to gain insight into individual territory and target market plans and establish lead generation priorities and methods
  • Achieve quarterly objectives
Desired Qualifications
  • Benefitflow and/or MPLOYER experience appreciated but not required

Personify Health provides personalized health and wellbeing solutions for healthcare organizations, targeting health networks, employers, and plan administrators to engage members and lower costs. Its platform combines mental health, family planning, financial wellness, and nutrition services through advanced technology and partnerships to deliver customized health offerings and streamlined health plan administration. The company differentiates itself by delivering a holistic, data-driven approach that integrates multiple wellbeing domains and aligns services with each client’s goals, rather than offering one-size-fits-all programs. Its aim is to create a more engaging healthcare experience by connecting data and resources on its platform, ultimately empowering people to lead healthier lives and enabling cost-effective care for organizations.

Company Size

1,001-5,000

Company Stage

Series A

Total Funding

$99.7M

Headquarters

Framingham, Massachusetts

Founded

2004

Simplify Jobs

Simplify's Take

What believers are saying

  • GLP-1 partnership with LucyRx addresses 30 million projected users by 2030 with integrated coaching[1]
  • PercyIQ expansion through 2026 enhances personalization across digital experience and partner ecosystem[1]
  • Proven cost savings and clinical outcomes attract large employers seeking consolidated vendor solutions[4]

What critics are saying

  • PercyIQ clinical errors or AI hallucinations could trigger regulatory investigation and member attrition[1]
  • UnitedHealth, Cigna, Aetna building competing in-house platforms displace mid-market clients[1]
  • Data breach of 25 million members' biometric and mental health records exposes HIPAA liability[1]

What makes Personify Health unique

  • First integrated platform combining benefits administration, care navigation, and wellbeing in one experience[2][3]
  • PercyIQ intelligence engine blends AI with human coaches for personalized health decision support at scale[4]
  • Serves 25 million members across 7,500 companies with 51% engagement rate, highest in industry[4]

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Mental Health Support

Performance Bonus

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

-6%

2 year growth

1%
Cision
Feb 6th, 2026
Personify Health's Thrive Summit 2026 Challenges Leaders to "Be the Why" in Shaping the Future of Employer-Sponsored Health

Personify Health's Thrive Summit 2026 challenges leaders to "Be the Why" in shaping the future of employer-sponsored health. News provided by. Personify Health Feb 06, 2026, 09:00 ET Personify Health's Thrive Summit 2026 will be held March 16-19 in Phoenix, Arizona PROVIDENCE, R.I., Feb. 6, 2026 /PRNewswire-PRWeb/ - Thirteenth annual event features actor/advocate Minnie Driver plus an insightful lineup of thought leaders addressing timely health topics Personify Health(R), the company making healthier easier and less costly, will soon be hosting Thrive Summit 2026, its annual gathering dedicated to the latest and most significant trends and insights impacting employer-sponsored health. More than 1,000 health, benefits, and HR leaders attend the annual event in-person and virtually to address topics critical to the health of their organization and people. Attendees this year will experience an inspiring and energizing agenda of thought-provoking sessions and networking opportunities, featuring renowned actor and advocate Minnie Driver. This year's Thrive Summit, occurring March 16-19 in Phoenix, Arizona, features the theme, "Be the Why." It is focused on motivating attendees to understand how they can best support their organization and people to drive health up and costs down. At this immersive event, Personify Health will present a thoughtfully curated program that addresses the latest industry trends and equips participants with practical, real-world solutions for advancing health and benefits initiatives and driving meaningful results. Through energizing presentations, collaborative peer learning, interactive workshops, and dedicated wellbeing activities, attendees are encouraged to engage, share insights, and build connections that motivate, inspire new approaches, and foster ongoing discussion. "Thrive Summit isn't just an event - it's a call to action. This year, we're challenging every attendee to 'Be the Why' for their organization," said Kirk Rosin, chief commercial officer for Personify Health. "When you show up with purpose, push for better outcomes, and become the driving force behind change, you make healthier happen. Thrive is where we step up together, share our voices, and shape the future of health and benefits. For the one-of-a-kind leaders committed to making a difference, there's no better place to connect, get inspired, and return home empowered to lead the way." Academy Award-nominated actress Minnie Driver will take the stage at Thrive Summit 2026 to share her candid insights on cancer prevention, caregiving, and healthy aging. Drawing from personal experience, Driver will emphasize the importance of lifestyle choices, meaningful connections, and emotional wellbeing, steering away from empty promises of reversing time. A passionate advocate for cancer awareness, she is especially dedicated to ovarian cancer education following the loss of her grandmother. Driver actively supports organizations like Stand Up To Cancer, frequently engaging in campaigns to highlight risk factors, family history, and the critical need for early detection of various cancers, including ovarian and childhood cancers. "Taking care of your health isn't about chasing some polished version of who you used to be - it's about listening to the body you're living in now," said Minnie Driver. "Aging, if we let it, can be an act of deep honesty: noticing what needs tending, accepting what has changed, and meeting yourself with a little more patience than you did yesterday. Good health doesn't come from resisting time; it comes from partnering with it and taking the right steps to care for yourself." Other Thrive Summit mainstage sessions will address today's most important topics, including: * Medical journalist Dr. Alok Patel will share the latest health trends, including spotlighting the role of prevention and the concept of longevity. * Harvard professor and physician-scientist Dr. David Shaywitz will introduce a groundbreaking framework centered around empowering people to live healthier, more fully realized lives with greater agency. * Personify's Chief Medical Officer Dr. Jeff Jacques and fellow members of its Clinical Board will introduce Personify's next-generation clinical model - an integrated framework designed to identify risks earlier, facilitate more personalized interventions, and reduce risk and costs. Mental Health * Ultra-endurance athlete and mental health advocate Angus Collin returns to the Thrive mainstage to share his reflections on the Great British Odyssey, where he navigated Europe's most challenging waters to raise awareness for the need for better mental health support for men. * Diamond sponsor Spring Health will provide a personal, behind-the-scenes look into how one organization's workforce mental health strategy took shape - from the moment change became necessary to the decisions, partnerships, and tradeoffs that defined the journey. * Podcaster and former chief wellbeing officer for Deloitte Jen Fisher will debut her book, "Hope is the Strategy." She'll share why hope isn't wishful thinking, but a measurable skill that drives sustainable performance, innovation, and resilience. * Bradley Rapier, the Emmy-nominated, award-winning choreographer and creator of the Step in the Circle Framework, will share from his upcoming book. Leveraging dance culture analogies, he will help attendees learn how to transform their organizational cultures - and their own leadership - to overcome disengagement and create a thriving culture. * Zach Brandon, mental skills coordinator for the Arizona Diamondbacks, will share his pro-athlete approach to mental performance, giving attendees simple, game-ready strategies to strengthen their mental toughness and elevate performance. * McKinsey's Aditya "Adi" Gupta will lead an exploration of real-world uses of AI in healthcare that will give attendees the confidence to be a consumer and advisor on new technologies. * Ed Liebowitz, president and general manager, Wellbeing, will present Personify's strategy for turning engagement into measurable health and cost outcomes, and the next evolution of its behavior change and personalization model. Thrive Summit offers engaging discussions and actionable insights from experts and peers, focusing on the critical issues affecting healthcare costs, outcomes, and the overall employee experience. Attendees participating on-site can choose from 30 breakout sessions led by executives from Fortune 500 companies, public sector organizations, major hospital systems, top-rated health plans, and leading consulting and brokerage firms. Subject matter experts from the company, its clients and partners, and external authorities will host immersive sessions, candid conversations, and interactive workshops that demonstrate a focus on innovation, data-driven strategies, and holistic approaches to health and benefits management. Attendees will also be able to visit the Partner Exhibit Hall, where more than a dozen of Personify Health's ecosystem partners will be represented. This year's premium sponsors include Diamond sponsor Spring Health; Gold sponsors Hinge Health and Sword Health; and Silver sponsors LifeSpeak Inc., nudge, RethinkCare, and Wellhub. Attendees can meet with innovators in digital health, condition management, and specialty solutions for conversations about integrated offerings that address behavioral and mental health, caregiver support, financial wellbeing, exercise/physical fitness, MSK support, weight health, women's health and fertility, and more. For additional information about Thrive Summit 2026 and to register to attend in-person or virtually, please visit www.thrivesummit.com. In-person registration closes Monday, March 2, and livestream registration closes Monday, March 9. About Personify Health Personify Health is on a mission to make health simple, personal, and engaging. OncoZine created the industry's first and only personalized health platform, seamlessly fusing modern third party administration (TPA), compassionate navigation and advocacy, and holistic wellbeing into one dynamic, connected experience. Its platform addresses the full health continuum, harnessing cutting-edge AI and human expertise to provide a comprehensive set of solutions, ecosystem partnerships, and integrated services that deliver real, independently validated clinical outcomes and cost savings. Empowering 25 million members and supporting 7,500 companies, OncoZine is redefining how businesses and people experience health. Visit www.personifyhealth.com to learn how healthier lives and healthier businesses happen with Personify Health. All trademarks, service marks, and logos displayed on these materials (the "Trademark(s)") are registered and unregistered trademarks of Personify Health, Inc. or third parties who have licensed their Trademarks to Personify Health, Inc. All other trademarks, registered or unregistered, are the property of their respective owners. SOURCE Personify Health

Cision
Oct 15th, 2025
Personify Health Unveils PercyIQ: A Human-Centered Intelligence Engine Designed to Maximize Health Outcomes

Personify Health unveils PercyIQ: A human-centered intelligence engine designed to maximize health outcomes. News provided by. Personify Health PROVIDENCE, Rhode Island, Oct. 15, 2025 /PRNewswire-PRWeb/ - Personify Health(R), the company making healthier easier and less costly, today introduced PercyIQ(TM), a groundbreaking intelligence engine designed to revolutionize how individuals and organizations engage with health and wellbeing. More than just artificial intelligence, PercyIQ blends human expertise, behavioral science, and data-driven insights to maximize impact with faster, smarter decision support. "PercyIQ represents the future of health, where human expertise and artificial intelligence work together for optimal results," said Jeff Yoshimura, chief product officer at Personify Health. "We've built an engine that doesn't just automate - it understands. Personify Health's unique combination of technology innovation and clinical depth enables PercyIQ to deliver a deeply engaging and personal experience that empowers people to take control of their health and costs in meaningful ways." Built to power the next generation of health engagement and outcomes, PercyIQ is infused across Personify's personalized health platform, powering decision-making, insights, and interactive features. It also supercharges Personify's credentialed in-house coaches and care managers, enhancing their ability to drive lasting health outcomes at scale. PercyIQ combines empathy and decades of experience with advanced technology, helping Personify's 25 million members make better decisions, take timely action, and achieve their health goals with confidence. For example, when a Personify member reports feeling stressed, PercyIQ will leverage biometric data and predictive models to provide the member with a fully supported experience by surfacing tailored, integrated self-help tools and connecting the member with available mental health resources. The member will also be connected to a human coach who uses both their expertise and AI-driven insights to adjust recommendations and maintain ongoing support. Between sessions, PercyIQ will proactively check in to ensure ongoing engagement and improvement. As a strategic layer, PercyIQ is embedded across the Personify Health platform and will continue to expand its capabilities through 2026 and beyond. Clients and members can expect PercyIQ to be incorporated across the full digital experience; human and AI coaching, members' connected devices, and the partner ecosystem to drive even greater engagement, personalization, and outcomes. Personify Health at HLTH AI and data's transformative impact on health is an important industry topic - as exemplified by innovations like PercyIQ. Hear from Personify Health Executive Chairman Chris Michalak at HLTH 2025, where he will explore the value of employee data and how companies turn data into decisions that matter. The panel, "How satisfied are you with your use of benefits data? Please select 1 to 5," also features leaders from Nomi Health, Telus Global Ventures, and Marsh & McLennan Companies, and will occur Monday, October 20 at 1:30pm PT at the Logos Stage. About Personify Health Personify Health is on a mission to make health simple, personal, and engaging. Janwood Group, LLC created the industry's first and only personalized health platform, seamlessly fusing modern third party administration, compassionate navigation and advocacy, and holistic wellbeing into one dynamic, connected experience. Its platform addresses the full health continuum, harnessing cutting-edge AI and human expertise to provide a comprehensive set of solutions, ecosystem partnerships, and integrated services that deliver real, independently validated clinical outcomes and cost savings. Empowering 25 million members and supporting 7,500 companies, Janwood Group, LLC is redefining how businesses and people experience health. Visit www.personifyhealth.com to learn how healthier lives and healthier businesses happen with Personify Health. All trademarks, service marks, and logos displayed on these materials (the "Trademark(s)") are registered and unregistered trademarks of Personify Health, Inc. or third parties who have licensed their Trademarks to Personify Health, Inc. All other trademarks, registered or unregistered, are the property of their respective owners. Kara Spak, Personify Health, 1 1 917-583-9896, [email protected], https://personifyhealth.com/ SOURCE Personify Health

HIT Consultant
Jun 11th, 2025
Lucyrx And Personify Health Partner To Offer Integrated Glp-1 And Weight Management Solution For Employers

What You Should Know:– LucyRx, an independent, next-generation pharmacy benefits manager (PBM), and Personify Health®, the company making healthier easier announced a strategic partnership to offer employers a more personalized, clinically grounded approach to GLP-1 medication management and weight care.– The strategic collaboration will deliver an integrated solution that combines pharmacy benefit strategy with personalized support, including GLP-1-trained coaches and individualized care plans from Personify’s Transform Weight Management solution. The holistic program provides members with tailored, coach-led guidance and resources to effectively manage their weight and medication.Rising Demand & Cost of GLP-1 MedsThe partnership aims to help employers navigate the rising demand and cost of GLP-1 medications with a model that prioritizes member success and long-term cost management. With projections showing that 9% of the U.S. population—or 30 million people—could be GLP-1 users by 2030, employers are rethinking their approach to these benefits.The joint effort from LucyRx and Personify Health is designed to ensure clinical quality and financial accountability. Key elements of the strategy include:Targeted prior authorization standards to ensure therapy reaches those who will benefit most.to ensure therapy reaches those who will benefit most. Real-time clinical reviews and benefit optimization powered by LucyIQ™, LucyRx’s proprietary AI platform.and benefit optimization powered by LucyIQ™, LucyRx’s proprietary AI platform

Cision
May 13th, 2025
Personify Health Wins Care Management Innovation Award In 2025 Medtech Breakthrough Awards Program

"With healthcare costs expected to increase at the highest rate in more than a decade, it's critical that employers have solutions for controlling expenses while improving outcomes and the member experience. This is the north star of our efforts at Personify Health."

Personify Health
Apr 29th, 2025
Using technology to remove the waste out of employee health benefits & improve care

At this year's Health Evolution Summit, Personify Health brought together a powerhouse panel to tackle one of healthcare's most expensive - and frustrating - problems: waste in employer-sponsored benefits.

INACTIVE