Sales Executive, Employee Benefits
Beam Benefits
Sales Executive, Employee Benefits
Beam Benefits
full-time
Posted on:
Origin: • 🇺🇸 United States • Kansas, Missouri
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Establish and expand partnerships with brokerages within assigned territory (saturate market with Beam’s presence).
- 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 events and networking opportunities to deepen relationships and expand Beam’s presence.
- Develop and execute a balanced strategy prioritizing quality interactions and driving volume through new proposals.
- Consistently meet or exceed assigned sales objectives, including monthly, quarterly, and annual booking targets.
- Prospecting, lead generation, qualifying opportunities, scheduling appointments, delivering presentations, developing solutions and proposals.
- Forecasting, pipeline management, overcoming objections, and maintaining accurate sales data.
- Execute Beam's repeatable sales process to rapidly develop new markets using high-activity tactics.
- Stay informed about new product and feature launches and ensure broker partners are up-to-date.
- Track and analyze activity and sales metrics; collaborate with sales leadership to identify trends.
- Use Salesforce to track opportunities, leads, activities, forecasts, and related data.
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.
- 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.
- A passion for developing relationships within the employee benefits broker community.
- Minimum 20% in-market travel required; ability to travel up to 50% of the time within assigned territory.
