[Remote] Sales Executive, Group and Voluntary Benefits, NorCal (TRAVEL+REMOTE)

Note: The job is a remote job and is open to candidates in USA. Equitable is a company dedicated to helping clients secure their financial well-being. They are seeking a driven Sales Executive to promote Group and Voluntary Benefit solutions to agents, brokers, and employers in Northern California, with a focus on building strategic business relationships and meeting sales goals.

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 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

Skills

• 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 Northern California
• Life and Health Insurance state licenses specific to CA
• 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

• This role is eligible for variable compensation.
• For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.
• Remote work arrangement plus up to 75% travel for business needs
• Periodic office visits may be requested based on business needs.

Company Overview