Benefits Sales Executive, PEO

CRC Insurance Services

Benefits Sales Executive at CRC Benefits establishing new broker relationships in PEO solutions. Collaborating with agents to drive revenue growth and leveraging technology for streamlined operations.

Posted 5/15/2026full-timeRemote • Florida, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Be the overarching relation with employee benefits brokers/agencies while continuously growing broker headcount by effectively presenting our PEO value proposition.
Establish new broker relationships in existing and new markets by effectively presenting our National PEO solutions.
Prospect, contact, develop relationships and market to new agents/brokers.
Work with agents/brokers to develop revenue growth strategies focused on increased sales activity and expanded understanding of CRC Benefits' specialized services.
Utilize internal systems (Salesforce, Teams, etc.) for activity tracking and metrics.
Effectively market to agents/brokers, encouraging them to let CRC Benefits assist with their PEO business.
Provide “just in time” sales expertise to maximize results.
Develop strategies with targeted agencies to drive technology adoption to assure the elimination of manual processes.

Requirements

What you’ll need

3+ years’ experience in a related PEO health insurance/employee benefits sales role
HS Diploma or GED equivalent required
Active Life & Health License is required
In-depth knowledge of PEO and group insurance products preferably attained through working in a PEO insurance marketing or selling role
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

sales expertiserevenue growth strategiesmarket developmentrelationship buildingPEO knowledgegroup insurance productsactivity trackingmetrics analysistechnology adoptionelimination of manual processes

Soft Skills

communicationpresentationinterpersonal skillsstrategic thinkingnegotiationproblem-solvingcollaborationadaptabilitycustomer servicepersuasion

Certifications

Life & Health LicenseHS DiplomaGED equivalent