Regional Sales Representative jobs in United States
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Optimyl Benefits · 9 hours ago

Regional Sales Representative

Optimyl Benefits is transforming the healthcare landscape for small and mid-sized employers by delivering accessible health plans. The Regional Sales Representative is responsible for generating profitable growth by building strong partnerships within the Upper Midwest and supporting brokers in providing competitive benefits packages.

Employee BenefitsFinancial ServicesHealth InsuranceInsurance
Hiring Manager
Matt Schiltz
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Responsibilities

Make 40+ outbound calls daily to targeted brokers in the market space
Create awareness of Optimyl’s offerings, including plan design, cost-containment strategies, and network flexibility
Train brokers on Optimyl’s positioning, quoting tools, and sales process
Provide ongoing, white-glove support through quoting, underwriting, and implementation
Collaborate with brokers to develop effective selling strategies for their employer clients
Communicate updates on product offerings, rate changes, and network configurations
Build strong working relationships with Account Management for seamless implementation
Track group-level data and activities in the CRM for accurate forecasting and reporting
Meet daily activity metrics and provide market feedback to the RVP
Travel within the region (15-20%) to deepen broker relationships and close key deals

Qualification

B2B sales experienceLife & Health licenseCRM proficiencySales strategy executionCommunicationOrganizational skillsSelf-motivatedTeam collaboration

Required

2+ years of B2B sales or broker distribution experience
Active Life & Health license in your state or ability to obtain once onboarded
Self-motivated, proactive, and ability to operate independently with strong follow-through
Excellent verbal and written communication skills, with confidence in phone and in-person selling
Highly organized with the ability to manage multiple priorities and shifting timelines
Track record of executing sales strategies and influencing client decision-making
Holds self and others to high performance standards
Thinks critically and takes decisive action based on market insights
Builds trust and rapport with brokers, teammates, and internal partners
Communicates clearly and confidently in writing, on the phone, and in meetings

Benefits

Medical, dental, vision, life insurance, short- and long-term disability, 401(k) with match
Ongoing training and opportunity to grow with a scaling company
Open, collaborative, and entrepreneurial team environment
15 vacation days, 8 sick days, and 11 paid holidays annually
Trip to Florida to recharge and collaborate with company employees in other regions.

Company

Optimyl Benefits

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Optimyl Benefits offers healthcare plans designed for small employers, focusing on affordability and quality.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase