Sales Executive, Employee Benefits

🕒 September 24, 2025

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Beam Benefits

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 your territory by building and nurturing lasting relationships. • Saturate your market with Beam’s presence, working closely with brokerages that align with the Ideal Broker Profile. • Support Beam’s national broker partners and general agency partnerships in some markets to ensure alignment. • Use a variety of tactics (cold calling, email campaigns, web conferencing, and in-person networking) to build trust and educate brokers. • Attend events and networking opportunities to deepen relationships and expand Beam’s presence. • Prospecting, lead generation, qualifying opportunities, scheduling appointments, delivering presentations, and developing solutions and proposals. • Forecasting and pipeline management, tracking and analyzing activity and sales metrics to meet targets. • Execute Beam's repeatable sales process to rapidly develop new markets with high-activity tactics. • Maintain accurate sales data and use Salesforce to meticulously track opportunities, leads, activities, and forecasts. • Collaborate regularly with sales leadership to identify trends and ensure territory and broker partners progress toward success. • Consistently meet or exceed assigned sales objectives including monthly, quarterly, and annual booking targets.

🎯 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 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. • Ability to travel up to 50% of the time within your assigned territory. • Minimum 20% in-market travel required. • Medical sales, insurance sales, employee benefits, HR, or brokerage experience preferred.

🏖️ Benefits

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

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