Sales Executive, Employee Benefits

🕒 September 24, 2025

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Beam Benefits

WebsiteLinkedInAll Job Openings

201 - 500 employees

🧘 Wellness

Insurance • Wellness

Beam Benefits is a company focused on modernizing employee benefits for today's workforce. They provide a variety of insurance products, including dental, vision, life, disability, and supplemental health benefits. Beam Benefits aims to simplify the employee benefits process using digital tools for quoting and plan management, making their offerings easy to understand and use. They work closely with brokers, employers, providers, and members to ensure seamless implementation and support. Their innovative Beam Perks program rewards members for positive wellness habits with the help of their smart Beam Brush technology.

📋 Description

• Consistently meet or exceed assigned sales objectives, including monthly, quarterly, and annual booking targets, by executing the full Beam sales process. • Broker prospecting, lead generation, qualifying opportunities, scheduling appointments, and delivering presentations. • Understand employer benefit challenges, develop solutions and proposals, and overcome objections. • Forecasting and pipeline management; maintain accurate sales data to inform process improvements. • Execute Beam's repeatable sales process to rapidly develop new markets using high-activity tactics (emails, cold calls, web demos). • Establish and expand strong, productive relationships with independent, regional, and national brokerage partners and convert relationships into new Beam clients. • Stay informed about new product and feature launches and ensure broker partners are up-to-date. • Track and analyze activity and sales metrics; regularly collaborate with sales leadership to identify trends and progress territory goals. • Use Salesforce to meticulously track all opportunities, leads, activities, forecasts, and related data. • Be active within your market by attending events and networking opportunities to deepen relationships and expand Beam’s presence. • Minimum 20% in-market travel required; ability to travel up to 50% within assigned territory.

🎯 Requirements

• 3+ years of B2B sales experience in a high-volume role. • Channel sales experience preferred (e.g., through employee benefits brokers and/or general agencies). • Experience working in the insurance industry, ideally in dental, vision, life, disability, and/or supplemental health products. • Ability to generate and analyze reports to optimize sales performance. • Strong organizational skills and exceptional written and verbal communication abilities. • Ability to quickly learn new ancillary product lines and adapt to dynamic sales processes and tools. • Familiarity with Salesforce is a plus. • Requirement to secure your Life & Health license within 60 days of your start date. • Passion for developing relationships within the employee benefits broker community, with emphasis on in-person engagement and rapport-building. • Ability to travel up to 50% of the time within your assigned territory (minimum 20% in-market travel required).

🏖️ Benefits

• Beam offers a competitive base salary paired with an attractive variable compensation structure. • Performance-based bonuses and incentives. • Health insurance. • Dental insurance. • Vision insurance. • 401(k) plan with company matching. • Flexible time off. • Opportunity to participate in the equity program. • Beam will cover the cost for you to obtain your Life & Health license. • In-depth onboarding program with ongoing coaching and resources for professional development.