Sales Executive, Employee Benefits, Northern California (Remote+Travel)

Company: Equitable Advisors
Location: San Francisco
Posted on: November 13, 2024

Job Description:

Job Description - Sales Executive, Employee Benefits, Northern California (Remote+Travel) (240000KH)Primary LocationOther Locations: UNITED STATES-CA-Fresno, UNITED STATES-CA-SONOMA, UNITED STATES-CA-Concord, UNITED STATES-CA-WALNUT CREEK, UNITED STATES-CA-MENLO PARK, UNITED STATES-CA-MONTEREY, UNITED STATES-CA-San Mateo, UNITED STATES-Remote, UNITED STATES-CA-San Rafael, UNITED STATES-CA-PETALUMAOrganizationEquitableScheduleFull-timeDescriptionAt 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?Equitable is looking for a dynamic Sales Executive to join our Employee Benefits team supporting Northern California within the following counties: Contra Costa, Alameda, San Francisco, Santa Clara, and Marin. You will work in conjunction with regional and national distribution leadership to drive prospect activity and sales in the Northern California market, working remotely from a home office with 50% to 75% travel within the assigned territory.Key Job 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 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.The base pay for this role is $60,000 and it 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.
  • 3+ years of experience and documented success in sales or marketing within the Group Insurance (Employee Benefits: Life, Dental, Disability, and Vision).
  • Group Insurance sales experience within Northern California market (Contra Costa, Alameda, San Francisco, Santa Clara, and Marin counties).
  • Life and Health Insurance licenses specific to the State of California.Preferred Qualifications
    • 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.
    • 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.SkillsKnowledge 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.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.
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Keywords: Equitable Advisors, Berkeley , Sales Executive, Employee Benefits, Northern California (Remote+Travel), Sales , San Francisco, California