2GO Advisory Group
Join to apply for the
Sales Lead
role at
2GO Advisory Group
2 days ago Be among the first 25 applicants
Join to apply for the
Sales Lead
role at
2GO Advisory Group
This range is provided by 2GO Advisory Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $150,000.00/yr - $175,000.00/yr
Direct message the job poster from 2GO Advisory Group
Executive Advisor | I help high-achieving C-Suite Executives solve business challenges in all lines of management using strategic, integrated support… ABOUT THE OPPORTUNITY
We are conducting a confidential search on behalf of a well-established benefits administration organization that provides HSA, FSA, COBRA, and 401(k) administration services to employers nationwide. The organization partners closely with the broker community and is known for its relationship-driven culture, service excellence, and operational reliability.
This Sales Leader / Manager role is a highly visible opportunity to lead and grow a sales organization during an important phase of expansion. The position blends strategic leadership, hands-on selling, broker engagement, and territory development, and works closely with executive leadership to drive new business, renewal revenue, and geographic growth.
KEY RESPONSIBILITY
Lead, coach, and develop a high-performing external sales team and sales support professionals
Foster a culture of collaboration, accountability, and results across diverse sales personalities
Serve as a hands-on leader through field engagement, broker interactions, and active mentorship
Sales Strategy & Market Expansion
Drive new business and renewal revenue across established and emerging territories
Develop and execute go-to-market plans, territory strategies, and competitive positioning initiatives
Partner with executive leadership to analyze performance, evaluate new markets, and align sales strategy with long-term organizational goals
Pipeline, Forecasting & Revenue Operations
Lead forecasting and pipeline management across new and renewal business
Oversee territory structures, account assignments, and sales processes to ensure clarity and efficiency
Strengthen CRM usage and reporting to improve pipeline visibility and support data-informed decision-making
Broker & Client Engagement
Support high-value opportunities, renewals, and strategic broker presentations
Participate in industry events, CE programs, lunch-and-learns, and regional broker meetings
Develop modern and creative engagement strategies that reinforce trusted broker partnerships
REQUIRED QUALIFICATIONS
Demonstrated experience selling or leading sales for HSA, FSA, COBRA, and/or 401(k) administration services
5–10+ years of progressive sales leadership experience (Sales Manager, Director, or VP level)
Strong background within benefits administration, TPA services, healthcare, or benefits-focused HR technology
Proven success in broker-channel sales, territory development, and multi-state selling
Experience managing pipeline, forecasting, CRM systems, and sales reporting
Proven ability to recruit, coach, and develop high-performing sales professionals
Related Experience Consideration
Candidates with experience from PEO or payroll organizations may be considered where their background includes meaningful, hands-on exposure to HSA, FSA, COBRA, and/or 401(k) administration within a benefits or TPA-focused environment
Experience evaluating, positioning, or partnering with third-party benefits administrators is highly relevant
Preferred Skills & Attributes
Strong communication and presentation skills with brokers and employer groups
Strategic and analytical mindset with the ability to identify growth opportunities and design effective sales approaches
Comfortable operating in a hands-on, collaborative environment with regular travel
Ability to represent a trusted, service-oriented brand within the broker community
WHY THIS OPPORTUNITY
Make a meaningful impact on the organization’s growth trajectory
Lead and shape a modern, scalable sales organization
Work directly with executive leadership on strategy and market expansion
Influence broker engagement and the organization’s national footprint
The organization offers a collaborative, relationship-driven culture where leadership is visible, valued, and empowered.
COMPENSATION & BENEFITS
Base salary range: $150,000–$175,000 (dependent on experience, location, and qualifications)
Uncapped commission / incentive plan
Competitive benefits package including health benefits, retirement plan, and paid time off
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Strategy/Planning
Industries
Insurance and Employee Benefit Funds
#J-18808-Ljbffr
Sales Lead
role at
2GO Advisory Group
2 days ago Be among the first 25 applicants
Join to apply for the
Sales Lead
role at
2GO Advisory Group
This range is provided by 2GO Advisory Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $150,000.00/yr - $175,000.00/yr
Direct message the job poster from 2GO Advisory Group
Executive Advisor | I help high-achieving C-Suite Executives solve business challenges in all lines of management using strategic, integrated support… ABOUT THE OPPORTUNITY
We are conducting a confidential search on behalf of a well-established benefits administration organization that provides HSA, FSA, COBRA, and 401(k) administration services to employers nationwide. The organization partners closely with the broker community and is known for its relationship-driven culture, service excellence, and operational reliability.
This Sales Leader / Manager role is a highly visible opportunity to lead and grow a sales organization during an important phase of expansion. The position blends strategic leadership, hands-on selling, broker engagement, and territory development, and works closely with executive leadership to drive new business, renewal revenue, and geographic growth.
KEY RESPONSIBILITY
Lead, coach, and develop a high-performing external sales team and sales support professionals
Foster a culture of collaboration, accountability, and results across diverse sales personalities
Serve as a hands-on leader through field engagement, broker interactions, and active mentorship
Sales Strategy & Market Expansion
Drive new business and renewal revenue across established and emerging territories
Develop and execute go-to-market plans, territory strategies, and competitive positioning initiatives
Partner with executive leadership to analyze performance, evaluate new markets, and align sales strategy with long-term organizational goals
Pipeline, Forecasting & Revenue Operations
Lead forecasting and pipeline management across new and renewal business
Oversee territory structures, account assignments, and sales processes to ensure clarity and efficiency
Strengthen CRM usage and reporting to improve pipeline visibility and support data-informed decision-making
Broker & Client Engagement
Support high-value opportunities, renewals, and strategic broker presentations
Participate in industry events, CE programs, lunch-and-learns, and regional broker meetings
Develop modern and creative engagement strategies that reinforce trusted broker partnerships
REQUIRED QUALIFICATIONS
Demonstrated experience selling or leading sales for HSA, FSA, COBRA, and/or 401(k) administration services
5–10+ years of progressive sales leadership experience (Sales Manager, Director, or VP level)
Strong background within benefits administration, TPA services, healthcare, or benefits-focused HR technology
Proven success in broker-channel sales, territory development, and multi-state selling
Experience managing pipeline, forecasting, CRM systems, and sales reporting
Proven ability to recruit, coach, and develop high-performing sales professionals
Related Experience Consideration
Candidates with experience from PEO or payroll organizations may be considered where their background includes meaningful, hands-on exposure to HSA, FSA, COBRA, and/or 401(k) administration within a benefits or TPA-focused environment
Experience evaluating, positioning, or partnering with third-party benefits administrators is highly relevant
Preferred Skills & Attributes
Strong communication and presentation skills with brokers and employer groups
Strategic and analytical mindset with the ability to identify growth opportunities and design effective sales approaches
Comfortable operating in a hands-on, collaborative environment with regular travel
Ability to represent a trusted, service-oriented brand within the broker community
WHY THIS OPPORTUNITY
Make a meaningful impact on the organization’s growth trajectory
Lead and shape a modern, scalable sales organization
Work directly with executive leadership on strategy and market expansion
Influence broker engagement and the organization’s national footprint
The organization offers a collaborative, relationship-driven culture where leadership is visible, valued, and empowered.
COMPENSATION & BENEFITS
Base salary range: $150,000–$175,000 (dependent on experience, location, and qualifications)
Uncapped commission / incentive plan
Competitive benefits package including health benefits, retirement plan, and paid time off
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Strategy/Planning
Industries
Insurance and Employee Benefit Funds
#J-18808-Ljbffr