Equitable · 18 hours ago
Employee Benefits Sales Executive, Colorado
United States
Full-time
Remote
Mid Level
$60K/yr - $60K/yrEquitable is a company dedicated to helping clients secure their financial well-being. They are seeking a dynamic Sales Executive to join their Employee Benefits team, responsible for developing business relationships and driving sales in the Utah and Colorado markets.
BankingConsultingFinancial Services
Responsibilities
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
Qualification
Required
Experience and documented success in sales or marketing within the Group Insurance industry (Employee Benefits: Life, Dental, Disability, Vision and Supplemental Health)
Group Insurance (Employee Benefits: Life, Dental, Disability and Vision) sales experience
Life and Health Insurance license
Preferred
Demonstrated success of sales within state of Colorado
A self-motivated, driven individual who is goal oriented and able to take ownership of assigned territory to develop strong, long-term relationships
Exceptional Communication skills
Demonstrated ability to develop trust and credibility easily and quickly, with exceptional communication skills
Thorough understanding of Equitable Employee Benefits product portfolio and the benefits each one offers
Ability to partner with local, regional and national service/account management, underwriting and home office personnel
Benefits
Medical
Dental
Vision
A 401(k) plan
Paid time off
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
Founded in 1859
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
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