Sales Executive, Employee Benefits
Beam Benefits
full-time
Posted on:
Location: Florida • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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.
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 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 brokers.
- 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 Life & Health license within 60 days of start date.
- Passion for developing relationships within the employee benefits broker community, with emphasis on in-person engagement.
- Ability to travel (minimum 20% in-market; up to 50% within assigned territory).