Sales Executive, Employee Benefits (Remote- US)

About the role

A Sales Executive (SE) is a pivotal in-market sales role at Beam Benefits. In this role, you will establish and expand partnerships with brokerages within your territory by focusing on building and nurturing lasting relationships. Your goal is to saturate the market with Beam’s presence, working closely with brokerages that align with our Ideal Broker Profile. In some cases you will also support Beam’s national broker partners and general agency partnerships, ensuring alignment and maximizing Beam’s value across all channels.

Responsibilities

• Consistently meet or exceed assigned sales objectives, including monthly, quarterly, and annual booking targets, by executing the full Beam sales process
• This includes broker prospecting, broker lead generation, qualifying opportunities, scheduling appointments, delivering presentations, understanding employer benefit challenges, developing solutions and proposals, forecasting & pipeline management, and overcoming objections
• Execute Beam's repeatable sales process to rapidly develop new markets, with a focus on high-activity tactics such as emails, cold calls, and web demos
• Establish and expand strong, productive relationships with independent and regional, and national brokerage partners, quickly converting those relationships into new Beam clients
• Maintain accurate sales data to inform process improvements and create efficiencies within the team and across new markets
• Stay informed about new product and feature launches, ensuring broker partners are up-to-date and equipped to succeed
• Track and analyze activity and sales metrics to ensure alignment with goals
• Regularly collaborate with sales leadership to identify trends and ensure both your territory and broker partners are progressing toward success
• Use Salesforce to meticulously track all opportunities, leads, activities, forecasts, and related data to drive results and improve efficiency

Requirements

• 3+ years Voluntary Benefits/Ancillary sales experience in a high-volume role, with channel sales experience through employee benefits brokers and/or general agencies
• Must hold a valid Life & Health license at time of application
• Experience selling dental, vision, life, disability, and/or supplemental health products
• Strong organizational skills combined with exceptional written and verbal communication abilities
• Ability to quickly learn new ancillary product lines and adapt to dynamic sales processes and tools
• Familiarity with Salesforce
• A passion for developing relationships within the employee benefits broker community, with an emphasis on in-person engagement and rapport-building
• Ability to travel up to 50% of the time within your assigned territory for in-person meetings and events

Qualifications

• Adaptability to change
• Coachability
• Team player
• Accountability
• Creativity

Skills

• Industry-specific communication and sales techniques
• Discovery and multi-threading skills
• Internal administrative tools
• CRM platform (Salesforce)

Benefits

• Comprehensive benefits package that includes health, dental, and vision insurance
• 401(k) plan with company matching
• Flexible time off
• Opportunity to participate in the equity program

Pay

The first-year total target compensation for this role is $130,000 - $200,000 (base salary + commission)

Schedule

Remote