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

Equitable

12h•Remote

About The Position

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 Northern California market which includes Fresno and San Luis Obispo north to the Bay Area and Sacramento. 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”.

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 Northern 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