Client Executive - New York Metropolitan Area

Physician Life Care Planning; New York (NY); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Comprehensive medical, dental and vision plans

401(k)

Life insurance

Unlimited paid time off

Wellness programs

Job summary

A leading healthcare planning company is seeking a Client Executive responsible for developing new business opportunities in untapped markets. This role involves cold outreach and relationship building with potential clients. Candidates should have strong presentation and negotiation skills, a proactive business development background, and be ready for extensive travel (60-80%). Compensation includes a base salary and commission, with expected OTE between $150,000 and $200,000.

Qualifications

• Excellent presentation and public speaking skills for effective client meetings.
• Strong negotiation skills with proven ability to close complex sales.
• Exceptional interpersonal skills to establish long-term client relationships.
• Effective territory and time management skills.
• Proficient in SalesForce and other sales tools.
• Strategic thinking ability to analyze market opportunities.
• Proven track record of new business development.
• Self-motivated and able to thrive in unstructured environments.
• Valid driver’s license and ability to travel extensively.

Responsibilities

• Identify and develop new business opportunities in untapped markets.
• Conduct cold outreach through in-person visits and networking.
• Build new client relationships from initial contact to contract signing.
• Achieve new business development KPIs.
• Drive new business acquisition through proactive market development.
• Utilize Salesforce to track prospecting activities.
• Generate sales opportunities through market analysis.
• Represent the company at industry conferences.
• Conduct detailed market analysis for expansion strategies.

Skills

Presentation and public speaking skills

Negotiation skills

Interpersonal skills

Territory and time management

Proficient in SalesForce

Strategic thinking

Flexibility

New business development

Self-motivated

Ability to travel extensively

Education

Bachelor's Degree in related field

3-7 years of experience in Field Sales

Tools

MS Office

SalesForce

Job description

Job Summary

The Client Executive is responsible for identifying, penetrating, and developing new business opportunities in underdeveloped markets through strategic field sales efforts and relationship building. This role focuses on prospecting and cultivating relationships with potential clients who have had little to no previous engagement with the company, understanding their business needs, and converting them into long‑term partnerships. The Client Executive actively hunts new business through in‑person meetings, cold outreach, networking events, and strategic market development to identify and close opportunities. This position works closely with internal teams such as client services and operations to ensure a seamless onboarding experience for new clients.

To be considered, candidates must be ready to consistently use CRM tools to track prospecting activities, maintain accurate data, and monitor key metrics. The primary purpose of this role is to establish market presence in untapped or underserved territories, build new business relationships from the ground up, drive market expansion for company products and services, and support the company’s overall growth goals by developing new revenue streams through proactive business development.

Essential Job Functions

• Identify and develop new business opportunities in untapped and underdeveloped markets through strategic prospecting and market research
• Conduct extensive cold outreach through in‑person visits, networking, and relationship building to introduce products or services to new prospects
• Build new client relationships from initial contact through contract signing, ensuring smooth transition to ongoing account management
• Achieve weekly, monthly, and quarterly new business development KPIs, including prospect identification, first meetings, and pipeline creation
• Drive new business acquisition by following the established sales process and achieving growth targets through proactive market development
• Utilize Salesforce effectively to track prospecting activities, manage new business pipeline, and document market intelligence
• Generate sales opportunities through strategic territory analysis, cold calling, networking events, industry research, and competitive market intelligence
• Coordinate with Client Services and Operations department to ensure seamless onboarding of newly acquired clients
• Represent the company at industry conferences, trade shows, and networking events to identify and cultivate new prospects
• Conduct detailed market analysis to identify underserved segments and develop strategies for market entry and expansion
• Research and assess potential target companies, identifying key decision makers and business drivers to build effective prospecting strategies
• Remain up to date on industry trends, market opportunities, and competitor activities to identify new business development opportunities
• Other duties may be assigned as needed

Requisite Qualifications

• Excellent presentation and public speaking skills for effective client meetings and demonstrations
• Strong negotiation skills with proven ability to close complex sales while maintaining positive client relationships
• Exceptional interpersonal skills to establish and maintain long‑term client relationships
• Effective territory and time management skills to optimize field activities and client meetings
• Proficient in SalesForce and other sales tools to track leads and manage customer data
• Strategic thinking ability to analyze market opportunities and develop territory plans
• Flexibility to adjust strategies based on client feedback and market changes
• Proven track record of new business development and market expansion in a field sales role
• Ability to work independently in unstructured environments while building new market presence
• Strong business development acumen with focus on identifying and converting new prospects into long‑term partnerships
• Self‑motivated and entrepreneurial mindset with ability to thrive in ambiguous, developing markets
• Valid driver’s license and ability to travel extensively to prospect new clients and develop emerging markets (60‑80% travel)

Education and Experience

• Bachelor’s Degree in related field OR;
• 3‑7 years of professional experience in Field Sales, Business Development, or a related outside sales role
• Previous experience in the legal and/or healthcare industry is highly preferred
• Proficient with MS Office, SalesForce (or similar CRM software), and ability to learn the company’s Workflow Information Management System (WIMS)

Measurement of Success

• New business revenue generation
• Number of new prospect meetings and conversions
• Market penetration in underdeveloped territories
• New client acquisition metrics
• Prospecting activity levels
• Pipeline development from new sources
• Time to conversion for new prospects

Compensation

This role offers a base salary plus a commission structure, with on‑target earnings (OTE) estimated between $150,000 and $200,000.

Work Schedule

• 5 day/40‑hour work week with flexibility for client meetings and travel
• Regular travel within assigned territory required
• Some evening and weekend work may be required for client events or business needs

At Physician Life Care Planning, our employees enjoy benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), life insurance, unlimited paid time off program with paid holidays and various wellness programs. Additionally, our career path planning assists employees with their professional goals.

The work environment at Physician Life Care Planning includes both office and field‑based settings. Regular travel within assigned territory is required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Physician Life Care Planning’s Core Values: Commitment to Excellence, Superlative Expertise, Integrity, Ownership, Professionalism, Problem‑Solving and Customer Centricity.

Physician Life Care Planning is an equal opportunity employer.

Confidentiality

Client Executives must adhere to Federal HIPAA Regulations and willing to sign a Confidentiality Agreement.