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, and developing solutions and proposals
Forecasting, pipeline management, and overcoming objections
Execute repeatable sales process to rapidly develop new markets using high-activity tactics (emails, cold calls, web demos)
Establish and expand strong relationships with independent, regional, and national brokerage partners and convert relationships into new clients
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
Attend events and networking opportunities and travel in-market to deepen relationships (minimum 20%–up to 50% travel)
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 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
Passion for developing relationships within the employee benefits broker community
Ability to travel up to 50% of the time within your assigned territory