Beam Benefits · 3 months ago
Sales Executive, Employee Benefits (Utah/Idaho/Wyoming/Montana)
Beam Benefits is a digitally-led employee benefits company that modernizes the dental benefits industry. The Sales Executive will establish and expand partnerships with brokerages, focusing on building lasting relationships and driving sales through various tactics to saturate the market with Beam’s presence.
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
Required
3+ years of B2B sales experience in a high-volume role
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
Requirement to secure your Life & Health license within 60 days of your start date
Ability to travel up to 50% of the time within your assigned territory for in-person meetings and events
Preferred
Channel sales experience (e.g., 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
Familiarity with Salesforce
Medical sales, insurance sales, employee benefits, HR, or brokerage experience
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.
Funding
Current Stage
Late StageTotal Funding
$248.43MKey Investors
GeorgianKleiner PerkinsLewis & Clark Ventures
2024-10-10Series Unknown· $40M
2023-09-12Series F· $40M
2021-03-02Series E· $80M
Recent News
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