Sales Executive, Group and Voluntary Benefits, SoCal (REMOTE+TRAVEL)

Equitable

12h•Remote

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 seeking a driven Sales Executive to join our Employee Benefits team! In this role, you’ll promote our Group and Voluntary Benefit solutions to general agents, brokers, and employers—backed by our fully cloud‑based, no‑legacy‑systems platform that delivers a truly frictionless enrollment and new‑business experience. Partner with regional and national distribution leaders to accelerate prospecting and sales across the Southern California market which includes south of Bakersfield, Santa Barber to San Diego, parts of Southern Nevada and parts of Arizona. This is a remote, home‑office position with 50–75%25 travel within your territory. Be part of a modern, fast‑moving team shaping the future of Employee Benefits and simplifying the complex. We are “Powerfully Simple”. This position offers a remote work arrangement plus up to 75%25 travel for business needs. Periodic office visits may be requested based on business needs. The base salary for this position is $60,000. This role is eligible for variable compensation.

Requirements

3+ years of experience and documented success in sales or marketing within the Group Insurance (Employee Benefits Life, Dental, Disability, Vision, Critical Illness, Accident, & Hospital Indemnity and Paid Family Medical Leave)
Group Insurance sales experience within Southern California
Life and Health Insurance state licenses specific to CA

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

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 and State Paid Family Medical Leave (PFML) 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