Beam Benefits

Client Services Representative

• Answer and process a high volume of incoming emails and occasional out-bound phone calls
• Take ownership of Broker and Client issues and resolve them quickly and completely
• Work closely with other departments to resolve complex invoicing and contract issues
• Stay up-to-date on local, state, and federal law changes in the insurance field
• Provide regular updates to key internal and external stakeholders

Client Support Coordinator

Chief Marketing Officer

• Lead marketing efforts and team
• Increase customer access to ancillary employee benefits
• Assert position as a technological innovator
• Focus on B2B marketing campaigns and content
• Leverage differentiated technology for market positioning
• Identify company identity and create strategic plans

Director of Marketing

Product Manager

• Define and execute product initiatives that contribute to operational efficiency, customer satisfaction, and business growth.
• Identify opportunities for process improvements and workflow automation.
• Develop and manage product roadmaps that align with business objectives.
• Act as a liaison between enterprise partners and internal teams.
• Partner with Finance, Sales, and Customer Success teams.
• Collaborate with Engineering to ensure solutions are scalable and reliable.
• Analyze product performance data and user feedback to identify trends.
• Support initiatives to optimize operational processes and leverage digital tools.
• Track and analyze key product and business metrics.

Product Owner

Account Executive

• Consistently meet or exceed assigned sales objectives, including monthly, quarterly, and annual booking targets, by executing the full Beam sales process.
• Broker prospecting, lead generation, qualifying opportunities, scheduling appointments, and delivering presentations.
• Understand employer benefit challenges, develop solutions and proposals, and overcome objections.
• Forecasting and pipeline management; maintain accurate sales data to inform process improvements.
• Execute Beam's repeatable sales process to rapidly develop new markets using high-activity tactics (emails, cold calls, web demos).
• Establish and expand strong, productive relationships with independent, regional, and national brokerage partners and convert relationships into new Beam clients.
• Stay informed about new product and feature launches and ensure broker partners are up-to-date.
• Track and analyze activity and sales metrics; regularly collaborate with sales leadership to identify trends and progress territory goals.
• Use Salesforce to meticulously track all opportunities, leads, activities, forecasts, and related data.
• Be active within your market by attending events and networking opportunities to deepen relationships and expand Beam’s presence.
• Minimum 20% in-market travel required; ability to travel up to 50% within assigned territory.

Sales Executive, Employee Benefits

• Consistently meet or exceed assigned sales objectives, including monthly, quarterly, and annual booking targets, by executing the full Beam sales process
• Broker prospecting, lead generation, qualifying opportunities, scheduling appointments, delivering presentations, understanding employer benefit challenges, and developing solutions and proposals
• Forecasting and pipeline management; tracking and analyzing activity and sales metrics to ensure alignment with goals
• 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, regional, and national brokerage partners, converting relationships into new Beam clients
• Maintain accurate sales data and use Salesforce to meticulously track opportunities, leads, activities, forecasts, and related data
• Stay informed about new product and feature launches and ensure broker partners are up-to-date
• Regularly collaborate with sales leadership to identify trends and ensure territory and broker partners progress toward success
• Attend events and networking opportunities; minimum 20% in-market travel required

• Establish and expand partnerships with brokerages within assigned territory to saturate the market with Beam’s presence.
• Support national broker partners and general agency partnerships where applicable to maximize Beam’s value across channels.
• Use cold calling, email campaigns, web conferencing, and in-person networking to build trust and educate brokers on Beam’s differentiators.
• Attend events and networking opportunities to deepen relationships and expand market presence.
• Execute Beam's repeatable sales process: prospecting, lead generation, qualifying opportunities, delivering presentations, developing solutions and proposals, forecasting, and pipeline management.
• Maintain accurate sales data in Salesforce and track/analyze activity and sales metrics to inform process improvements.
• Collaborate regularly with sales leadership to identify trends and ensure territory and broker partners progress toward success.
• Consistently meet or exceed assigned sales objectives, including monthly, quarterly, and annual booking targets.

• Establish and expand partnerships with brokerages within your territory and align with Ideal Broker Profile
• Saturate your market with Beam’s presence through broker engagement and relationship-building
• Support Beam’s national broker partners and general agency partnerships in some markets
• Use tactics such as cold calling, email campaigns, web conferencing, and in-person networking to build trust and educate brokers
• Attend events and networking opportunities to deepen relationships and expand Beam’s presence
• Prospecting, broker lead generation, qualifying opportunities, scheduling appointments, delivering presentations, and developing solutions and proposals
• Forecasting and pipeline management, overcoming objections, and executing Beam's repeatable sales process
• Maintain accurate sales data and use Salesforce to track opportunities, leads, activities, forecasts, and related data
• Stay informed about new product and feature launches and ensure broker partners are up-to-date
• Track and analyze activity and sales metrics and collaborate with sales leadership to identify trends
• Drive repeat business and create long-term strategic partnerships to win clients
• Minimum in-market travel (20%–50%) to meet with brokers and attend events

• Establish and expand partnerships with brokerages within assigned territory
• Support national broker partners and general agency partnerships where applicable
• Use cold calling, email campaigns, web conferencing, and in-person networking to build trust and educate brokers
• Attend market events and networking opportunities to deepen relationships and expand Beam’s presence
• Prioritize high-quality interactions while driving volume through new proposals to win clients
• Execute full Beam sales process: prospecting, lead generation, qualifying, scheduling appointments, delivering presentations, developing solutions and proposals, forecasting, pipeline management, and overcoming objections
• Maintain accurate sales data and use Salesforce to track opportunities, leads, activities, forecasts, and related data
• Track and analyze activity and sales metrics to ensure alignment with goals
• Regularly collaborate with sales leadership to identify trends and progress territory and broker partners toward success
• Consistently meet or exceed monthly, quarterly, and annual booking targets

• Establish and expand partnerships with brokerages within assigned territory (saturate market with Beam’s presence).
• Support national broker partners and general agency partnerships where applicable.
• Use cold calling, email campaigns, web conferencing, and in-person networking to build trust and educate brokers.
• Attend events and networking opportunities to deepen relationships and expand Beam’s presence.
• Develop and execute a balanced strategy prioritizing quality interactions and driving volume through new proposals.
• Consistently meet or exceed assigned sales objectives, including monthly, quarterly, and annual booking targets.
• Prospecting, lead generation, qualifying opportunities, scheduling appointments, delivering presentations, developing solutions and proposals.
• Forecasting, pipeline management, overcoming objections, and maintaining accurate sales data.
• Execute Beam's repeatable sales process to rapidly develop new markets using high-activity tactics.
• Stay informed about new product and feature launches and ensure broker partners are up-to-date.
• Track and analyze activity and sales metrics; collaborate with sales leadership to identify trends.
• Use Salesforce to track opportunities, leads, activities, forecasts, and related data.

• Establish and expand partnerships with brokerages within assigned territory to saturate the market with Beam’s presence
• Support national broker partners and general agency partnerships to maximize Beam’s value across channels
• Prospect brokers via cold calling, email campaigns, web conferencing, and in-person networking
• Generate broker leads, qualify opportunities, schedule appointments, deliver presentations, and develop solutions and proposals
• Execute Beam's repeatable sales process to rapidly develop new markets and drive proposals to win clients
• Maintain accurate sales data and use Salesforce to track opportunities, leads, activities, forecasts, and related data
• Forecasting, pipeline management, overcome objections, and track/analyze activity and sales metrics
• Attend events and networking opportunities; minimum 20%-50% travel within territory
• Collaborate regularly with sales leadership to identify trends and improve go-to-market strategies
• Stay informed about product and feature launches and ensure broker partners are up-to-date

• Consistently meet or exceed assigned sales objectives, including monthly, quarterly, and annual booking targets, by executing the full Beam sales process
• Broker prospecting, lead generation, qualifying opportunities, scheduling appointments, delivering presentations, and developing solutions and proposals
• Forecasting, pipeline management, and overcoming objections
• Execute repeatable sales process to rapidly develop new markets using high-activity tactics (emails, cold calls, web demos)
• Establish and expand strong relationships with independent, regional, and national brokerage partners and convert relationships into new clients
• Maintain accurate sales data and use Salesforce to track opportunities, leads, activities, forecasts, and related data
• Stay informed about new product and feature launches and ensure broker partners are up-to-date
• Track and analyze activity and sales metrics and collaborate with sales leadership to identify trends
• Attend events and networking opportunities and travel in-market to deepen relationships (minimum 20%–up to 50% travel)

Account Manager

• Consistently meet or exceed assigned partnership sales objectives, including monthly, quarterly, and annual booking targets, by becoming an extension of the partner’s end to end sales process. This includes supporting your partners in prospecting, lead generation, qualifying opportunities, delivering presentations, understanding employer benefit challenges, developing solutions and proposals, forecasting & pipeline management, providing various reporting (i.e. production, quoting and commissions) and overcoming objections
• Develop and deliver all partner specific sales training and plug into sales meetings to ensure full understanding of Beam’s value proposition, products and differentiators
• Help your partners understand and identify Beam target markets, preferred industries and favorable size segments and develop partner go to market strategies to grow market share and our footprint
• Establish and expand strong, productive relationships within your partner’s sales hierarchy, ensuring Beam adoption and positioning in market by attending partner’s regular sales meetings as well as leadership partnership performance and planning discussions
• Develop and maintain accurate partner specific sales performance data to inform partnership visibility, mutual collaboration to achieve sales objectives and proactively identify obstacles to course correct fostering mutual commitment and accountability to achieve sales goals
• Stay informed about new product and feature launches, ensuring partners are up-to-date and equipped to succeed
• Work cross functionally with your CSM, Finance, UW, Product and other team members to deliver exceptional, accurate and timely customer service, solicit and act on partner feedback to ensure efficient and optimal partner processes are executed. You are the champion of internal understanding of the partnership, our relationship, their priorities and needs and what partner success looks like.
• Track and analyze activity and sales metrics to ensure alignment with goals. Regularly collaborate with Beam leadership to identify trends and ensure both you and partners are progressing toward success
• Use Salesforce to track and optimize your activity as well as partner performance to drive results and improve efficiency

Senior Strategic Partnerships Executive

Sales

• Hire, manage, and coach a team of high-performing Market Development Executives to drive growth and success in their territories.
• Develop and enforce activity and results quotas to ensure consistent and measurable performance across the team.
• Build and refine sales strategies, ensuring alignment with Beam’s overarching goals.
• Use data and reporting to diagnose sales performance, identify market trends, and resolve challenges related to pricing, market penetration, and broker outreach.
• Establish best practices for organizational discipline and broker engagement.
• Manage and nurture several large enterprise relationships with National Broker Partners.
• Consistently meet or exceed quarterly and annual sales goals.

Sales Director, Employee Benefits

Revenue Operations

• Design, implement, and continuously optimize GTM processes across the customer lifecycle — from lead management and pipeline hygiene to renewal and expansion workflows.
• Partner with senior leadership to align RevOps priorities to revenue goals and build a roadmap that balances quick wins with foundational improvements.
• Be a power user of Salesforce and other GTM tools, leveraging them daily to build reports, analyze data, QA processes, and partner with admins and technical teams on changes and enhancements.
• Collaborate with system owners and admins to optimize integrations across the stack (marketing automation, sequencing, conversation intelligence, enrichment, CS platforms) to improve efficiency and ensure clean, consistent data.
• Deploy scalable automation to eliminate manual work and improve speed to action across teams.
• Build and maintain dashboards and reporting that provide visibility into pipeline health, rep productivity, forecasting, and customer trends.
• Translate complex data into actionable insights to inform GTM strategy and performance optimization.
• Collaborate with Sales, Customer Success, Marketing, Engineering, Analytics, and Finance to drive high-impact projects.
• Lead change management efforts, ensuring smooth adoption of new processes, systems, and tools.
• Support rapid ramp and high performance by building strong alignment between RevOps, sales leadership, and enablement teams.
• Ensure reps have the tools, data, and processes needed to consistently meet and exceed goals.

Senior Manager, Revenue Operations

Recruitment

• We're seeking a highly experienced contract recruiter to join our team in an embedded capacity, focused exclusively on high-volume sales hiring.
• This role requires deep expertise in outbound recruiting for quota-carrying sales roles in the employee benefits industry.
• You’ll be responsible for developing strong candidate pipelines, managing the full-cycle recruiting process, and partnering closely with hiring managers to meet aggressive hiring goals.
• Source, engage, and screen top sales talent with a background in employee benefits or related insurance/healthcare markets.
• Drive high-volume outbound sourcing strategies across LinkedIn Recruiter, referrals, and targeted outreach.
• Conduct 3–4 recruiter screens per day and manage candidates through final stages.
• Collaborate with hiring managers to understand evolving needs and align recruiting strategies.
• Provide detailed weekly reporting on funnel health, outreach metrics, and hires.
• Ensure a strong candidate experience and accurate documentation in our ATS

Client Support Coordinator

Director of Marketing

Product Owner

Sales Executive, Employee Benefits

Sales Executive, Employee Benefits

Sales Executive, Employee Benefits

Sales Executive, Employee Benefits

Sales Executive, Employee Benefits

Sales Executive, Employee Benefits

Sales Executive, Employee Benefits

Sales Executive, Employee Benefits

Senior Strategic Partnerships Executive

Sales Director, Employee Benefits

Senior Manager, Revenue Operations

Contract Embedded Sales Recruiter