Equitable

Employee Benefits Sales Executive, WA & OR

Equitable

full-time

Posted on:

Location Type: Remote

Location: Oregon • Washington • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $60,000 per year

About the role

  • Develop and maintain strategic business relationships with brokerage firms, consulting houses, General Agencies (GA's) and PEOs
  • Meet or exceed activity goals as it relates to new client meetings, quote activity, relationship management and annual premium sales goals
  • Responsible for generating proposals for group Life, Dental, Disability, Vision, Critical Illness, Accident, & Hospital Indemnity clients in target market of 20-500+ lives in designated territory
  • Provide consultative analysis and recommendations to distribution channel partners and prospective clients
  • Construct and maintain a business plan for your designated territory based on sales and strategic initiatives
  • Build long-lasting, mutually beneficial relationships with external contacts and internal departments to create a better customer experience
  • Meet or exceed assigned premium, proposal activity and meeting targets monthly, quarterly and annually
  • Coordinate and track client events, meetings, appointments, and conferences
  • Coordinate with the Regional Account Manager on the delivery of all proposals
  • Remain current on company offerings and industry trends through market research, business area meetings, conferences, and industry events

Requirements

  • 3+ years of experience and documented success in sales or marketing within the Group Insurance (Employee Benefits: Life, Dental, Disability and Vision)
  • Group Insurance sales experience within Washington or Oregon
  • Life and Health Insurance licenses specific to the territory (WA, OR, AK, ID and MT)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
salesmarketingproposal generationconsultative analysisbusiness planningrelationship managementpremium salesmarket researchclient event coordinationinsurance product knowledge
Soft Skills
communicationinterpersonal skillsorganizational skillsstrategic thinkingcustomer experience focuscollaborationgoal-orientednegotiationproblem-solvingadaptability
Certifications
Life Insurance LicenseHealth Insurance License