B2B Sales Consultant managing sales activities, achieving profit goals, and client relationship building. Focused on growing merchandise, equipment, and service sales within the defined territory.
About the role
- Sales Executive driving employee benefits sales for Equitable in NC & SC. Responsible for building relationships and achieving sales targets while working remotely with travel involved.
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
Requirements
- 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 NC & SC
- Life and Health Insurance licenses specific to States of NC & SC
Benefits
- medical
- dental
- vision
- 401(k) plan
- paid time off
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