Sales Executive, Group and Voluntary Benefits CO (REMOTE+TRAVEL)
About The Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives. Equitable is seeking a driven Sales Executive to join our Employee Benefits team. In this role, you’ll promote our Group and Voluntary Benefit solutions to general agents, brokers, and employers—backed by our fully cloud-based, no-legacy-systems platform that delivers a truly frictionless enrollment and new-business experience. This is a remote, home-office position with 50–75% travel within your territory.
What You’ll Be Doing
- Develop and maintain strategic business relationships with brokerage firms, consulting houses, General Agencies (GA’s) and PEOs
- Maintain activity goals as it relates to new client meetings, quote activity, relationship management and annual premium sales goals
- Generate proposals for Group Life, Dental, Disability, Vision, Critical Illness, Accident, & Hospital Indemnity and State Paid Family Medical Leave (PFML) clients in target market of 20-500+ lives in designated territory
- Provide consultative analysis and recommendations to distribution channel partners and prospective clients
- Construct and maintain a business plan for your designated territory based on sales and strategic initiatives
- Build long-lasting, mutually beneficial relationships with external contacts and internal departments to create a better customer experience
- Coordinate and track client events, meetings, appointments, and conferences
- Coordinate with the Regional Account Manager on the delivery of all proposals
- Remain current on company offerings and industry trends through market research, business area meetings, conferences, and industry events
Required Qualifications
- 2+ years experience and documented success in sales or marketing within Group Insurance (Employee Benefits: Life, Dental, Disability, Vision, Critical Illness, Accident, & Hospital Indemnity and Paid Family Medical Leave)
- Group Insurance (Employee Benefits: Life, Dental, Disability and Vision) sales experience
- Life and Health Insurance license
Preferred Qualifications
- Demonstrated success of sales within state of Colorado
- A self-motivated, driven individual who is goal oriented and able to take ownership of assigned territory to develop strong, long-term relationships
- Exceptional Communication skills
- Demonstrated ability to develop trust and credibility easily and quickly, with exceptional communication skills
- Thorough understanding of Equitable Employee Benefits product portfolio and the benefits each one offers
- Ability to partner with local, regional and national service/account management, underwriting and home office personnel
Skills
- Knowledge of Product Line
- Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies
- Knowledge of the approaches, tools, and techniques for promoting creative, original thinking and ability to apply it to a variety of business situations
- Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization
- Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion
- Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s)
Pay and Benefits
The base salary for this position is $60,000. This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits including medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program