Sales Executive, Employee Benefits
Beam Benefits
full-time
Posted on:
Location: 🇺🇸 United States
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, 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
Requirements
- 3+ years of B2B sales experience in a high-volume role, with 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 and enhance the purchasing experience for employee benefits brokers
- 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 is a plus
- Requirement to secure your Life & Health license within 60 days of your start date
- 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