Employee Benefits Sales Executive- Northern CA (Remote)

Employee Benefits Sales Executive- Northern CA (Remote)

2200016V)

Primary Location : UNITED STATES-CA-San Francisco

Other Locations : UNITED STATES-NC-Charlotte

Organization : Equitable

Schedule : Full-time

Description

At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities.

Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

The Sales Executive, Equitable Employee Benefits will work in conjunction with regional and national distribution leadership to drive prospect activity and sales.

Job Responsibilities :

• Develop and maintain strategic business relationships with brokerage firms, consulting houses, managing general agencies 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 Dental, Life, Disability, Vision and Worksite Products to 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 Field Service Consultant on the delivery of all proposals
• Remain current on company offerings and industry trends through market research, business area meetings, conferences, and industry events

Licensing Requirement :

Maintain resident Life and Health Insurance licenses and obtain all non-resident licenses for assigned territories

Travel Requirement :

Ability to travel 50-75% within assigned territory

Variable Comp language :

The base salary for this position is $60,000. 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.

For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits : Equitable Total Rewards Program

Qualifications :

• 3 to 7+ years of documented success in sales or marketing within the Group Insurance (Employee Benefits) arena
• Exceptional communication skills
• A self-motivated, driven individual who is goal oriented and able to take ownership of assigned territory to develop strong, long term relationships
• Demonstrated ability to develop trust and credibility easily and quickly
• 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

Skills :

• Knowledge of Product Line : Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
• Creativity : Knowledge of the approaches, tools, and techniques for promoting creative, original thinking and ability to apply it to a variety of business situations.
• Influencing : Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
• Results Orientation : Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
• Territory Management : Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s).
• Diversity, Equity and Inclusion : Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.

ABOUT EQUITABLE

At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE : Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at [email protected].

Learn more about the general tasks related to this opportunity below, as well as required skills.

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Remote working / work at home options are available for this role.