Sales Executive, Employee Benefits
Beam Benefits
Sales Executive, Employee Benefits
Beam Benefits
full-time
Posted on:
Origin: • 🇺🇸 United States • Arizona
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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
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 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
- Medical sales, insurance sales, employee benefits, HR, or brokerage experience preferred but not required
- Requirement to secure your Life & Health license within 60 days of your start date
- Ability to travel up to 50% of the time within your assigned territory for in-person meetings and events
- Minimum 20% in-market travel required
