Note: The job is a remote job and is open to candidates in USA. Beam Benefits is a company focused on modernizing the employee benefits industry through technology. The Sales Executive will establish and expand partnerships with brokerages in Tennessee, utilizing various sales tactics to build relationships and drive market presence.
Responsibilities
- Consistently meet or exceed assigned sales objectives, including monthly, quarterly, and annual booking targets, by executing the full Beam sales process
- This includes broker prospecting, broker lead generation, qualifying opportunities, scheduling appointments, delivering presentations, understanding employer benefit challenges, developing solutions and proposals, forecasting & pipeline management, and overcoming objections
- Execute Beam's repeatable sales process to rapidly develop new markets, with a focus on high-activity tactics such as emails, cold calls, and web demos
- Establish and expand strong, productive relationships with independent and regional, and national brokerage partners, quickly converting those relationships into new Beam clients
- Maintain accurate sales data to inform process improvements and create efficiencies within the team and across new markets
- Stay informed about new product and feature launches, ensuring broker partners are up-to-date and equipped to succeed
- Track and analyze activity and sales metrics to ensure alignment with goals
- Regularly collaborate with sales leadership to identify trends and ensure both your territory and broker partners are progressing toward success
- Use Salesforce to meticulously track all opportunities, leads, activities, forecasts, and related data to drive results and improve efficiency
- Minimum 20% in-market travel required
Skills
- 3+ years Voluntary Benefits/ Ancillary sales experience in a high-volume role, with channel sales experience through employee benefits brokers and/or general agencies
- Must hold a valid Life & Health license at time of application
- Experience selling dental, vision, life, disability, and/or supplemental health products
- Ability to generate and analyze reports to optimize sales performance and enhance the purchasing experience for employee benefits brokers
- Strong organizational skills combined with exceptional written and verbal communication abilities
- Ability to quickly learn new ancillary product lines and adapt to dynamic sales processes and tools
- Familiarity with Salesforce
- A passion for developing relationships within the employee benefits broker community, with an emphasis on in-person engagement and rapport-building
- Ability to travel up to 50% of the time within your assigned territory for in-person meetings and events
Benefits
- Performance-based bonuses and incentives
- A comprehensive benefits package that includes health, dental, and vision insurance
- 401(k) plan with company matching
- Flexible time off
- The opportunity to participate in the equity program
- Beam provides an in-depth onboarding program designed to set you up for success, with ongoing coaching and resources to support your growth in the role
- Beam will cover the cost for you to obtain your Life & Health license
Company Overview