Sales Executive, Employee Benefits

🕒 September 24, 2025

🏢🏡 San Francisco – Hybrid

💵 $130k - $160k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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Logo of Beam Benefits

Beam Benefits

WebsiteLinkedIn

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

• Establish and expand partnerships with brokerages within assigned territory • Support national broker partners and general agency partnerships where applicable • Use cold calling, email campaigns, web conferencing, and in-person networking to build trust and educate brokers • Attend market events and networking opportunities to deepen relationships and expand Beam’s presence • Prioritize high-quality interactions while driving volume through new proposals to win clients • Execute full Beam sales process: prospecting, lead generation, qualifying, scheduling appointments, delivering presentations, developing solutions and proposals, forecasting, pipeline management, and overcoming objections • Maintain accurate sales data and use Salesforce to track opportunities, leads, activities, forecasts, and related data • Track and analyze activity and sales metrics to ensure alignment with goals • Regularly collaborate with sales leadership to identify trends and progress territory and broker partners toward success • Consistently meet or exceed monthly, quarterly, and annual booking targets

🎯 Requirements

• 3+ years of B2B sales experience in a high-volume role • Channel sales experience preferred (through employee benefits brokers and/or general agencies) • Experience in the insurance industry, ideally 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 Life & Health license within 60 days of start date • Passion for developing relationships within the employee benefits broker community • Ability to travel up to 50% of the time within assigned territory • Minimum 20% in-market travel required

🏖️ Benefits

• Competitive base salary • Variable compensation structure (commission/commission+base) • Performance-based bonuses and incentives • Health, dental, and vision insurance • 401(k) plan with company matching • Flexible time off • Opportunity to participate in the equity program • Beam covers the cost to obtain Life & Health license • In-depth onboarding program and ongoing coaching/resources

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