Note: The job is a remote job and is open to candidates in USA. Equitable is a company dedicated to helping clients secure their financial well-being. They are seeking a dynamic Sales Executive to join their Employee Benefits team, responsible for driving prospect activity and sales while developing strategic business relationships within Florida.
Responsibilities
- 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 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
Skills
- 3+ years of experience and documented success in Group Insurance sales and marketing (Employee Benefits: Life, Dental, Vision, Disability and Voluntary Benefits)
- Group Insurance sales experience within Florida
- Life and Health Insurance licenses specific to States of FL
- 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
Benefits
- Variable compensation
- For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.
Company Overview
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.