Sales Executive, Employee Benefits
Beam Benefits
Sales Executive, Employee Benefits
Beam Benefits
full-time
Posted on:
Origin: • 🇺🇸 United States • California
Visit company websiteSalary
💰 $130,000 - $160,000 per year
Job Level
Mid-LevelSenior
About the role
- 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
Requirements
- 3+ years of B2B sales experience in a high-volume role
- Channel sales experience preferred (through employee benefits brokers and/or general agencies)
- Experience in the insurance industry, ideally 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 Life & Health license within 60 days of start date
- Passion for developing relationships within the employee benefits broker community
- Ability to travel up to 50% of the time within assigned territory
- Minimum 20% in-market travel required
