Sales Executive, Group and Voluntary WA & OR; Remote

Overview

Job Description - Sales Executive, Group and Voluntary Benefits WA & OR (REMOTE+TRAVEL)

Equitable is seeking a driven Sales Executive to join our Employee Benefits team. In this role, you’ll promote our Group and Voluntary Benefit solutions to general agents, brokers, and employers—backed by our fully cloud-based, no-legacy-systems platform that delivers a truly frictionless enrollment and new-business experience. Partner with regional and national distribution leaders to accelerate prospecting and sales across the Oregon and Washington markets.

This is a remote, home-office position with 50–75% travel within your territory. Be part of a modern, fast-moving team shaping the future of Employee Benefits and simplifying the complex. We are “
Powerfully Simple
.”

• 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

• 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 Washington or Oregon
• Life and Health Insurance licenses specific to the territory (WA, OR, AK,  MT)

• A self-motivated, driven individual who is goal oriented and able to take ownership of assigned territory to develop strong, long-term relationships
• Exceptional Communication skills
• Demonstrated ability to develop trust and credibility easily and quickly, with exceptional communication skills
• Thorough understanding of Equitable Employee Benefits product portfolio and the benefits each one offers
• Ability to partner with local, regional and national service/account management, underwriting and home office personnel

• Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
• Creativity: Knowledge of the approaches, tools, and techniques for promoting creative, original thinking and ability to apply it to a variety of business situations.
• Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
• Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
• Territory Management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s).

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We…