Producing Market Manager, Employee Benefits

🕒 April 9

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Equitable

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

• Leading a team of Sales Executives within an assigned territory • Travel with each Sales Executives and get to know the brokers and general agents within the region • Pro-actively coach, develop, empower Sales Executives, and manage a diverse team to drive engagement and performance • Deliver the vision and strategy to the assigned sales team to ensure profitable growth of the Equitable's Employee Benefits business • Work in conjunction with regional and national distribution leadership to drive prospect activity and sales in the target market segments (20 to 500+ lives) within the assigned designated territory • Develop and maintain strategic business relationships with brokerage firms, consulting houses, managing local general agencies • Meet or exceed assigned premium, proposal activity and meeting targets quarterly and annually for the assigned territory. • 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 Dental, Life, Disability and Vison 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 • Coordinate and track client events, meetings, appointments, and conferences in Salesforce (CRM)

🎯 Requirements

• Bachelor's degree or equivalent professional work experience • 10+ years of experience in the Employee or Group Benefits Insurance industry • 3+ years of experience in sales of Employee or Group Benefits products such as: Dental, Vision, Group Disability, Life, and Voluntary • 2+ years of Team Leadership or People Management experience

🏖️ Benefits

• Medical • Dental • Vision • 401(k) plan • Paid time off

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