Heathos LLC

Compensation

Full Description

Job Title: Business Development Manager Department: GTM / Sales  Reports to: Chief Revenue Officer Location: FL (Tampa), GA (Greater Atlanta), or TX (Greater Dallas Fort-Worth) Role Purpose:  The Business Development Manager (BDM) is responsible for driving Heathos’ growth by identifying, recruiting, activating, and enabling Independent Marketing Organizations (IMOs), agencies, and agents to adopt Heathos’ benefits-enablement platforms — FirstEnroll, AdminOne, and SonicMarketing. This role owns the full sales cycle: outbound prospecting, lead qualification, pipeline management, platform demonstrations, contracting, and post-onboarding engagement. The BDM ensures partners achieve early and sustained productivity by positioning Heathos as a strategic, technology-enabled partner that helps distribution sell faster, enroll smarter, and scale more efficiently. Key Responsibilities 1. New Business Development & Partner Recruitment •    Identify, source, and recruit IMOs, agencies, and agents across priority markets. •    Execute proactive prospecting strategies, leveraging digital outreach, events, and partner referrals. •    Conduct market research to identify distribution gaps, emerging opportunities, and competitive signals. •    Build high-quality pipelines grounded in outbound motion, transparency, and accountability. 2. Sales & Revenue Generation •    Develop and execute sales plans aligned to quarterly and annual new partner acquisition targets. •    Deliver compelling value propositions and ROI-based presentations that articulate the impact of Heathos platforms. •    Negotiate partnership agreements, closing deals that support long-term revenue and activation goals. 3. Pipeline Management & CRM Discipline •    Maintain complete, accurate records of outreach, conversations, and opportunity stages in CRM (Salesforce preferred). •    Use CRM dashboards and data insights to prioritize outreach, improve conversion rates, and optimize forecasts. •    Uphold activity-based performance expectations including outreach, demos, and follow-ups. 4. Channel Enablement, Activation & Collaboration •    Partner with marketing to design campaigns that drive awareness, conversion, and early production. •    Work closely with onboarding and operations to create smooth transitions from contracting to activation. •    Deliver training, demos, and enablement support to ensure partners fully leverage FirstEnroll, AdminOne, and SonicMarketing. •    Identify opportunities to cross-sell platform capabilities based on partner needs. 5. Reporting, Analysis & Continuous Improvement •    Monitor performance metrics (calls, demos, activations, revenue contribution) and communicate progress regularly. •    Analyze partner activity, pipeline health, and conversion data to refine strategies. •    Provide market intelligence and product feedback that informs future platform enhancements. Key Skills & Competencies •    Pipeline Mastery: Skilled at sourcing, qualifying, nurturing, and converting leads through all stages. •    Consultative Selling: Translates platform features into clear, quantifiable ROI for agency partners. •    Distribution Knowledge: Deep understanding of IMOs, agencies, FMOs, downline structures, and commission hierarchies. •    Channel Enablement: Able to design and execute partner activations and sales campaigns. •    CRM Excellence: High comfort level with CRM-driven sales environments and data discipline. Qualifications & Experience •    Bachelor’s degree in business, marketing, or related field. •    7–10 years 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 new partner acquisition and activation. •    Proficiency in CRM tools (Salesforce preferred) and Microsoft Office Suite. •    Comfort with virtual presentations, digital prospecting tools, and data reporting. 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 The most successful BDMs at Heathos consistently: •    Build and manage strong outbound pipelines •    Convert cold leads into long-term producing relationships •    Bring a data-driven approach to activity and performance •    Evangelize platform value and partner enablement •    Foster relationships that scale into multi-product, multi-agent partnerships