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Sales Executive – Employee Benefits

April 24, 2025April 24, 2025

Sales Executive – Employee Benefits

CompanyBeam
LocationNashville, TN, USA
Salary$130000 – $160000
TypeFull-Time
Degrees
Experience LevelMid Level, Senior

Requirements

  • 3+ years of B2B sales experience in a high-volume role, with channel sales experience preferred (e.g., through employee benefits brokers and/or general agencies)
  • Experience working 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 and enhance the purchasing experience for employee benefits brokers
  • Strong organizational skills combined with exceptional written and verbal communication abilities
  • Ability to quickly learn new ancillary product lines and adapt to dynamic sales processes and tools
  • 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 for in-person meetings and events

Responsibilities

  • Consistently meet or exceed assigned sales objectives, including monthly, quarterly, and annual booking targets, by executing the full Beam sales process
  • This includes broker prospecting, broker lead generation, qualifying opportunities, scheduling appointments, delivering presentations, understanding employer benefit challenges, developing solutions and proposals, forecasting & pipeline management, and overcoming objections
  • Execute Beam’s repeatable sales process to rapidly develop new markets, with a focus on high-activity tactics such as emails, cold calls, and web demos
  • Establish and expand strong, productive relationships with independent and regional, and national brokerage partners, quickly converting those relationships into new Beam clients
  • Maintain accurate sales data to inform process improvements and create efficiencies within the team and across new markets
  • Stay informed about new product and feature launches, ensuring broker partners are up-to-date and equipped to succeed
  • Track and analyze activity and sales metrics to ensure alignment with goals
  • Regularly collaborate with sales leadership to identify trends and ensure both your territory and broker partners are progressing toward success
  • Use Salesforce to meticulously track all opportunities, leads, activities, forecasts, and related data to drive results and improve efficiency

Preferred Qualifications

  • Familiarity with Salesforce is a plus
  • Medical sales, insurance sales, employee benefits, HR, or brokerage experience is not required but is preferred


TaggedBeamField SalesFinance & Operations & StrategyMid LevelSales & Account ManagementSenior

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