Note: The job is a remote job and is open to candidates in USA. Equitable is a company committed to helping clients secure their financial well-being. They are seeking a driven Sales Executive to promote Group and Voluntary Benefit solutions to general agents, brokers, and employers in the Northern California market, with responsibilities including relationship management and proposal generation.
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
- Variable compensation
- Medical
- Dental
- Vision
- A 401(k) plan
- 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