Sales Executive, Group and Voluntary Benefits

🕒 April 28

🌵 Arizona, California, +1 more states – Remote

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

💵 $60k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Equitable

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

💸 Finance

💳 Fintech

⚕️ Healthcare Insurance

Finance • Fintech • Healthcare Insurance

Equitable is a financial services company with over 160 years of experience, focused on providing individuals and employers with a range of products and solutions for financial planning, retirement planning, and employee benefits. They offer services like life insurance, annuities, and workplace retirement plans, aiming to support clients in achieving their financial well-being and long-term goals. Through their dedicated advisors and online resources, Equitable strives to make financial services accessible and insightful for all its clients.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

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