Benefits Sales Executive

CRC Insurance Services

Recruit and train agents for BenefitMall’s insurance sales remotely. Collaborate with brokers to enhance revenue growth through strong relationships and innovative technology solutions.

Posted 5/14/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

Recruit and train new agents to BenefitMall by promoting BenefitMall’s unique experience through deep, trusted relationships powered by the industry’s best technology solutions
Work with agents/brokers to develop revenue growth strategies focused on increased sales activity, increased products per customer, and expanded understanding of BenefitMall’s specialized services
Work effectively in a team sales environment and coordinate all sales and retention activity as needed to assure the fastest, easiest, and most trusted benefits selling experience
Lead POD to service agents/brokers’ business and encourage them to grow their clients’ business by: Educating and training agents on carrier administrative procedures, product availability, and the value each brings to the customer
Hosting strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary
Utilizing internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics
Effectively market to agents/brokers and encourage them to place their clients’ business with us by: Coordinating necessary in-field sales and retention activity to close sales, renew cases and add products to in-force customers
Provide “just in time” sales expertise to maximize results
Developing strategies with targeted agencies to drive technology adoption to assure the elimination of manual processes and adherence to safe, secure electronic transfer of data
Coordinate with partner carrier resources as needed to maximize results
Adhere to BenefitMall’s confidentiality standards of information
Occasional long, irregular hours during peak times
Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25 lbs
Resolve conflicts, solve problems, and provide feedback to management

Requirements

What you’ll need

HS Diploma or GED equivalent (required)
3+ years’ experience in a related insurance/employee benefit medical sales role (required)
Associate’s Degree (preferred)
In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome
Active Life & Health License must be obtained within 90 days of employment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

insurance salesrevenue growth strategiessales activity coordinationproduct knowledgedata transfer securityconflict resolutionproblem solvingsales expertise

Soft Skills

team collaborationcommunicationtrainingrelationship buildingmarketing

Certifications

Life & Health License