Beam Benefits

Sales Executive, Employee Benefits

Beam Benefits

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • 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
  • Minimum 20% in-market travel required
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