Sales Executive, Group and Voluntary Benefits

🕒 Abril 28

🌵 Arizona, California, +1 estados a mais – Remoto

🌵 Arizona – Remote 🏄 California – Remote 🎰 Nevada – Remote

💵 $60.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧑‍💼 Executivo de Contas

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Equitable

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

💸 Finanças

💳 Fintech

⚕️ Seguro de Saúde

Finance • Fintech • Healthcare Insurance

A Equitable é uma empresa de serviços financeiros com mais de 160 anos de experiência, focada em oferecer a indivíduos e empregadores uma gama de produtos e soluções para planejamento financeiro, planejamento de aposentadoria e benefícios para funcionários. Eles oferecem serviços como seguro de vida, anuidades e planos de aposentadoria no local de trabalho, visando apoiar os clientes na conquista do bem-estar financeiro e objetivos de longo prazo. Através de seus consultores dedicados e recursos online, a Equitable se esforça para tornar os serviços financeiros acessíveis e perspicazes para todos os seus clientes.

Descrição

• 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

🎯 Requisitos

• 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 Southern California • Life and Health Insurance state licenses specific to CA

🏖️ Benefícios

• medical • dental • vision • 401(k) plan • paid time off