Sales Executive, Employee Benefits (Phoenix/Scottsdale)

Beam Benefits • Phoenix, AZ

102d • $130,000 - $160,000

About The Position

A Sales Executive (SE) is a pivotal in-market sales role at Beam Benefits. In this role, you will establish and expand partnerships with brokerages within your territory by focusing on building and nurturing lasting relationships. Your goal is to saturate your market with Beam’s presence, working closely with brokerages that align with our Ideal Broker Profile. In some markets, you will also play a critical role in supporting Beam’s national broker partners and general agency partnerships, ensuring alignment and maximizing Beam’s value across all channels. You will use a variety of tactics (e.g., cold calling, email campaigns, web conferencing, and in-person networking) to build trust, educate brokers on Beam’s unique differentiators, and deliver exceptional value. You will be active within your market, attending events and networking opportunities to deepen relationships and expand Beam’s presence. Your success lies in developing a balanced approach—prioritizing high-quality interactions while driving volume through new proposals to win clients. Your ability to drive repeat business and create long-term strategic partnerships will contribute to your success and Beam’s growth.

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.
• Familiarity with Salesforce is a plus.
• Medical sales, insurance sales, employee benefits, HR, or brokerage experience is not required but is preferred.
• Requirement to secure your Life & Health license within 60 days of your start date.
• A passion for developing relationships within the employee benefits broker community, with an emphasis on in-person engagement and rapport-building.
• 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.
• 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.

Benefits

• Competitive base salary paired with an attractive variable compensation structure.
• Performance-based bonuses and incentives.
• Comprehensive benefits package that includes health, dental, and vision insurance.
• 401(k) plan with company matching.
• Flexible time off.
• Opportunity to participate in the equity program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 251-500 employees