Associate Sales Executive

Tria Health, LLC; Kansas City (MO); Remote; USD 55,000 - 85,000; Full time

Job summary

Tria Health in the United States seeks an Associate Sales Executive to support sales, marketing, and client retention. You will work with senior leaders to build healthcare benefits consulting expertise and may develop a client book in the assigned territory.

You will assist in relationships with clients, TPAs, and brokers, conduct outbound prospecting, and help prepare proposals and materials for meetings. Travel is frequent within the territory, with remote work when not onsite.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years of relevant experience in sales, customer service, or healthcare services.
• Developing analytical skills and understanding of data trends.
• Strong time management and prioritization in a fast-paced environment.
• Clear verbal and written communication skills.
• Ability to follow guidance from senior sales leadership and apply feedback.
• Ability to draft routine correspondence and activity reports.
• Proficiency in Microsoft Word, Excel, Outlook, and internet research.

Responsibilities

• Assist in building and maintaining client relationships with clients, TPAs, insurance brokers, and healthcare consultants under senior guidance.
• Support execution of team sales goals by outbound prospecting and scheduling meetings for senior staff.
• Help prepare proposals, presentations, and follow-up materials for meetings.
• Track leads, opportunities, and client interactions in the CRM for pipeline reporting.
• Provide regular activity updates to SVP, Employer Growth, and senior leaders.
• Attend client or broker meetings with senior staff to develop client-facing skills.

Skills

Sales experience

Customer service

Healthcare services

Analytical skills

Time management

Verbal and written communication

Education

Bachelor's degree

Tools

Microsoft Word

Excel

Outlook

Internet research

Job description

The Associate Sales Executive supports sales, marketing, and client retention efforts for Tria Health within an assigned region or account set. This role reports to the Senior Vice President, Employer Growth, and serves as an entry point into Tria Health's sales organization, providing hands-on support to senior sales leaders while building the relationship-management and healthcare/benefits-consulting expertise needed to grow into a full sales territory role. This role will also have the opportunity to sell and build a client book-of-business in the assigned territory.

Essential Duties and Responsibilities:

• Assist in building and maintaining relationships with clients, TPAs, insurance brokers, and healthcare consultants under the guidance of senior sales leadership
• Support the execution of team sales goals by conducting outbound prospecting calls and scheduling meetings for senior sales staff
• Help prepare proposals, presentations, and follow-up materials for client and broker meetings
• Track leads, opportunities, and client interactions in the CRM to support accurate pipeline reporting
• Provide regular activity updates and reporting to the SVP, Employer Growth, and senior sales leaders
• Participate in client or broker meetings alongside senior sales staff to develop client-facing skills

Requirements

Education/Experience:

• Bachelor's degree (B.A.) from a four-year college or university preferred, or equivalent work experience
• 3 - 5 years of relevant experience in sales, customer service, or healthcare services preferred
• Developing analytical skills, including a basic understanding of statistical concepts and data trends
• Strong time management and prioritization skills in a fast-paced environment
• Clear verbal and written communication skills
• Ability to follow guidance from senior sales leadership and apply feedback
• Ability to draft routine correspondence and activity reports
• Intermediate proficiency in Microsoft Word, Excel, Outlook, and Internet research

Physical Demands and Work Environment:

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Physical Demands: While performing the duties of this job, the individual is regularly required to stand, bend, kneel, sit, walk, and use hands to finger, handle, or feel objects; reach with hands and arms; talk and hear. The vision requirements include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
• Work Environment: The position works from home when not traveling for local meetings in the assigned territory.
• Travel: Frequent local travel within the assigned region.
• Location: Tria Health is headquartered in Kansas City MO. This position is based in the Chicago area and will be working remotely when not attending meetings.

This job description should not be considered an all-inclusive listing of work requirements and may be changed at any time.