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, focusing on building relationships with brokers and employers in Oregon and Washington, while managing a remote work arrangement with significant travel requirements.

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 Washington or Oregon
• Life and Health Insurance licenses specific to the territory (WA, OR, AK, ID and MT)
• 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 Overview