Full-Time

Market Director

Confirmed live in the last 24 hours

ThreeFlow

ThreeFlow

51-200 employees

Insurance technology platform for benefits placement

Enterprise Software
Fintech

Mid, Senior

No H1B Sponsorship

Remote in USA

Remote position focused on the mid-Atlantic territory with travel required up to 40%.

Category
Field Sales
Sales & Account Management
Required Skills
Sales
Salesforce
Requirements
  • 3+ years of experience in group ancillary or medical benefits sales direct to brokers with a proven track record of meeting or exceeding sales targets.
  • SaaS or technology sales experience is helpful, though not required.
  • Strong communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Proficiency in CRM software (Salesforce) and other sales tools.
  • Comfortable with technology and able to learn new software and tools.
  • Self-motivated, proactive, and vigorously driven by results.
Responsibilities
  • Identify, target, and engage with benefits brokers through various channels (cold calling, email campaigns, networking, social media, in-person meetings, demos, industry and local events, etc.).
  • Maintain a pipeline of qualified leads and opportunities and systematically move them through the sales funnel.
  • Maintain strong visibility and presence within the respective geography.
  • Build and maintain strong, long-lasting relationships with benefits brokers, understanding their business needs and challenges to position ThreeFlow as the best fit.
  • Regularly meet with brokers to ensure satisfaction and expansion of our product.
  • Develop and execute a strategic sales plan for the assigned territory to achieve or exceed sales targets.
  • Conduct detailed product demonstrations and presentations to benefits brokers, highlighting key features and benefits.
  • Negotiate and close sales agreements, ensuring mutual satisfaction and adherence to company policies.
  • Stay informed about industry trends, market conditions, and competitors’ products.
  • Continuously update knowledge of our benefits placement solution, including new features and enhancements.
  • Partner with cross-functional teams, including marketing, client experience, and product development, to drive sales, manage client accounts, and ensure broker needs are met.
  • Maintain accurate records of all sales activities and client interactions in Salesforce.
  • Prepare regular sales reports and forecasts for management.

ThreeFlow provides a Benefits Placement System (BPS) that facilitates collaboration between insurance brokers and carriers. This system streamlines the entire placement process, which includes data collection, underwriting review, client presentation, and implementation, specifically tailored for the benefits industry. The BPS offers real-time visibility into workflows, allowing brokers and carriers to work together effectively to achieve the best outcomes for their clients. Unlike other solutions, ThreeFlow's system is designed to address the complex relationships and needs of the insurance sector, including renewals and new business. The company aims to enhance decision-making in the benefits space by utilizing artificial intelligence and data insights, and it operates on a subscription model to generate revenue from its software offerings.

Company Stage

Series B

Total Funding

$52.8M

Headquarters

Chicago, Illinois

Founded

2015

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

3%

2 year growth

-20%
Simplify Jobs

Simplify's Take

What believers are saying

  • Increased digital adoption in insurance boosts demand for ThreeFlow's integrated system.
  • Partnerships with Vision Benefits of America and Beam Technologies expand market reach.
  • AI-driven analytics improve decision-making and operational efficiency in ThreeFlow's platform.

What critics are saying

  • Rising competition from insurtech startups may erode ThreeFlow's market share.
  • Data privacy concerns could lead to regulatory scrutiny or loss of client trust.
  • Economic downturns may reduce spending on new technologies, impacting revenue growth.

What makes ThreeFlow unique

  • ThreeFlow offers a unique Benefits Placement System for brokers and carriers.
  • The platform provides real-time visibility for better decision-making in benefits selection.
  • ThreeFlow leverages AI and data insights to enhance insurer-broker collaboration.

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