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Broker Market Analyst

United States · Job Posted January 02, 2026
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Job Description

In the role of a Broker Market Analyst, you create interest and drive brand and solution awareness and preference with Brokers / Brokerage Firms within targeted regions. The Market Analyst is primarily responsible for generating new relationships by leveraging market data, curating targeted outreach campaigns and doing outreach via LinkedIn and emails. Additionally as a Market Analyst you will be responsible for executing upon targeted campaigns to captivate new potential brokers and generate interest in meeting for the CBR Director and or TPA Regional Sales Directors. To be successful in this role, the market analyst will nurture relationships, build value, handle objections, create urgency, and collaborate strategically with the field and marketing to create a sales pipeline that exceeds quota expectations.

Job Responsibility

  • Qualify all incoming consultant & broker inquiries generated through web and marketing campaign leads
  • Use lead sourcing directives on target geographic markets and contact roles 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)
  • Strategic sales capabilities that include a high comfort level communicating with defined consultant & broker contact roles within a consulting/brokerage firm
  • 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
  • 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
  • Achieve quarterly objectives

Requirements

  • Proven success in sales/marketing in 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

Nice to have

Experience with Benefitflow and/or MPLOYER appreciated but not required

What we offer

  • Comprehensive medical and dental coverage
  • Mental health support and wellness programs
  • Flexible work arrangements
  • Retirement planning support
  • Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
  • Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage
  • Professional development opportunities and clear career progression paths
  • Mentorship from industry leaders
  • Learning budget
  • Unlimited PTO policy
  • Benefits effective day one

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