Sales Executive, Group and Voluntary Benefits

Equitable

Sales Executive at Equitable promoting Group and Voluntary Benefit solutions to agents and employers in Southern California. Focus on developing business relationships and exceeding sales targets.

Posted 4/28/2026full-timeRemote • Arizona, California, Nevada • 🇺🇸 United StatesMid-LevelSenior💰 $60,000 per yearWebsite

About the role

Key responsibilities & impact

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 and State Paid Family Medical Leave (PFML) 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

What you’ll need

3+ years of experience and documented success in sales or marketing within the Group Insurance (Employee Benefits Life, Dental, Disability, Vision, Critical Illness, Accident, & Hospital Indemnity and Paid Family Medical Leave)
Group Insurance sales experience within Southern California
Life and Health Insurance state licenses specific to CA

ATS Keywords

✓ Tailor your resume

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 managementmarket research

Soft Skills

communicationinterpersonal skillsorganizational skillsstrategic thinkingcustomer experience focus

Certifications

Life Insurance licenseHealth Insurance license