Sales Executive, Employee Benefits
Beam Benefits
Sales Executive, Employee Benefits
Beam Benefits
full-time
Posted on:
Origin: • 🇺🇸 United States • Idaho, Montana, Utah, Virginia, Wyoming
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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.
Requirements
- 3+ years of B2B sales experience in a high-volume role.
- Channel sales experience preferred (e.g., through employee benefits brokers and/or general agencies).
- Experience working in the insurance industry, ideally in dental, vision, life, disability, and/or supplemental health products.
- Ability to generate and analyze reports to optimize sales performance.
- Strong organizational skills and 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 is a plus.
- Requirement to secure your Life & Health license within 60 days of your start date.
- Passion for developing relationships within the employee benefits broker community, with emphasis on in-person engagement and rapport-building.
- Ability to travel up to 50% of the time within your assigned territory (minimum 20% in-market travel required).
