Sales Executive, Group and Voluntary Benefits

🕒 il y a 1 mois

🌵 Arizona, California, +1 états de plus – Distant

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

💵 $60 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🧑‍💼 Ingénieur d'affaires

🦅 Parrain de Visa H1B

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Equitable

Site WebLinkedInTous les Emplois

5001 - 10000 employés

💸 Finance

💳 Fintech

⚕️ Assurance santé

Finance • Fintech • Healthcare Insurance

Equitable est une entreprise de services financiers avec plus de 160 ans d'expérience, axée sur la fourniture aux particuliers et aux employeurs d'une gamme de produits et de solutions pour la planification financière, la préparation à la retraite et les avantages sociaux. Elle propose des services tels que l'assurance-vie, les rentes viagères et les régimes de retraite d'entreprise, visant à aider les clients à atteindre leur bien-être financier et leurs objectifs à long terme. Grâce à ses conseillers dédiés et ses ressources en ligne, Equitable s'efforce de rendre les services financiers accessibles et enrichissants pour tous ses 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

🎯 Exigences

• 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

🏖️ Avantages

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