Namely: Benefit Sales Consultant
195 Broadway, 15th Floor
New York, NY 10007


Employee Testimonials

Stephen Chapman
Rhiannon Lococo

In the Benefit Sales Consultant role, you function as a key player in the Namely sales process. As a partner to the Account Executives, your role is to get prospective clients excited about Namelys Benefit Consulting services. As the expert on the employee benefits industry, you will uncover and solve prospective clients challenges by consulting on best practices around benefits plan design, management of employee benefits, and employee engagement.


  • Effectively positioning Namely value story with prospective clients

  • Marketing employee benefits for prospective employers - medical, dental, vision, ancillary, voluntary, fringe, etc.

  • Ensuring a successful handoff from sales process to our benefit consulting team

  • Prospecting current Namely technology clients and upselling them Namelys Benefit Consulting services

  • Presentation of employee benefits marketing results


  • Excellent communication and organization skills

  • Strong presentation skills both in person and over the phone

  • Life & Health Insurance Producer license

  • Vast knowledge of employee benefits industry and group employee benefits

  • Technical knowledge of core, ancillary, voluntary programs

  • Consultative and persuasive approach to sales process

  • Microsoft Excel proficiency

  • 3+ years experience in benefit sales or consulting

  • 4 year college degree

Nice to Haves

  • Salesforce proficiency

  • Benefits Administration technology experience

  • Prior experience selling to HR and CFO's

About Namely

Namely is the first HR, payroll, and benefits platform employees actually love to use. People are at the center of everything we dofrom our platform to our staff. Why join us? We believe every company and every employee deserves a great workplace, supported by HR technology they use and love. Most importantly, we believe in giving you the tools you need to do the best work of your career.

We invite you to fill out the EEO survey below as part of our ongoing diversity initiatives at Namely. Your participation in the survey is completely optional and voluntary, and none of the information you provide will be considered in the hiring process or with respect to any employment decision made by Namely. Namely will have access only to anonymized data submitted through these surveys.


Employee Testimonials

Stephen Chapman
Stephen Chapman
Account Executive

Sales runs in my family and I always knew it interested me, so I thought I’d give it a try. Now, I get to talk to so many different people across different industries and learn all their outlooks on the HR space. 

Rhiannon Lococo
Rhiannon Lococo
Sr. Product Manager

I never thought about how much SQL I would learn in my role! Going into the role, I thought it was a lot more about qualitative conversations, but every product decision we make needs to be backed by data. I need to be able to show exactly why we’re doing what we’re doing