About The Position

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Equitable is looking for a dynamic Sales Executive to join our Employee Benefits (Group Insurance) team! You will work in conjunction with regional and national distribution leadership to drive prospect activity and sales, working remotely from a home office and travel within assigned territory. The Southeast territory includes North Carolina and South Carolina.

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

Nice To Haves

  • 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).

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

Benefits

  • For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service