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Beam Benefits · 1 month ago

Sales Executive, Employee Benefits

United States

Full-time

Hybrid

Mid Level

$130K/yr - $160K/yr

3+ years exp

Beam Benefits is a digitally-led employee benefits company focused on modernizing the dental benefits industry. The Sales Executive will establish and expand partnerships with brokerages, utilizing various tactics to build relationships and drive sales in the employee benefits sector.

DentalFinancial ServicesInsurance

Responsibilities

Consistently meet or exceed assigned sales objectives, including monthly, quarterly, and annual booking targets, by executing the full Beam sales process

This includes broker prospecting, broker lead generation, qualifying opportunities, scheduling appointments, delivering presentations, understanding employer benefit challenges, developing solutions and proposals, forecasting & pipeline management, and overcoming objections

Execute Beam's repeatable sales process to rapidly develop new markets, with a focus on high-activity tactics such as emails, cold calls, and web demos

Establish and expand strong, productive relationships with independent and regional, and national brokerage partners, quickly converting those relationships into new Beam clients

Maintain accurate sales data to inform process improvements and create efficiencies within the team and across new markets

Stay informed about new product and feature launches, ensuring broker partners are up-to-date and equipped to succeed

Track and analyze activity and sales metrics to ensure alignment with goals

Regularly collaborate with sales leadership to identify trends and ensure both your territory and broker partners are progressing toward success

Use Salesforce to meticulously track all opportunities, leads, activities, forecasts, and related data to drive results and improve efficiency

Minimum 20% in-market travel required

Qualification

Voluntary Benefits salesInsurance industry experienceSalesforce proficiencyCommunication skillsOrganizational skillsAccountabilityCoachableRelationship buildingAdaptabilityTeam playerCreativity

Required

3+ years Voluntary Benefits / Ancillary sales experience in a high-volume role, with channel sales experience 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 and enhance the purchasing experience for employee benefits brokers

Strong organizational skills combined with 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

Life & Health license required at time of application

A passion for developing relationships within the employee benefits broker community, with an emphasis on in-person engagement and rapport-building

Ability to travel up to 50% of the time within your assigned territory for in-person meetings and events

Benefits

Health, dental, and vision insurance

401(k) plan with company matching

Flexible time off

Opportunity to participate in the equity program

Company

Beam Benefits

At Beam Benefits we are simplifying and modernizing employee benefits through our intuitive digital platform, self-service tools, and AI-powered underwriting.

Founded in 2012

Columbus, Ohio, USA

201-500 employees