Corporate Insurance Sales

Perk Finance Brokers SL; Madrid; On-site; EUR 70,000 - 120,000; Full time

Job summary

Pluxee seeks an experienced insurance sales professional to drive group health and life insurance sales to SMEs and large companies within an integrated employee benefits platform.

You will lead the sales process from needs assessment to closing, coordinating with Account Management and internal teams to deliver proposals, quotations and negotiated terms.

Qualifications

• You have at least 10 years of experience in comparable sales roles.
• You have experience selling group health and life insurance to corporate clients.
• You can translate technical information into a clear commercial proposal.

Responsibilities

• Lead consultative insurance sales and close agreements.

Skills

Consultative selling

Negotiation

Sales forecasting

Stakeholder management

Training others

Sales pipeline

Cross-functional collaboration

Spanish fluency

English fluency

CRM knowledge

Education

Bachelor's degree in Insurance, Business Administration, Economics or related field

Tools

Salesforce

Microsoft 365

Job description

At Pluxee, we shape the world of employee benefits and engagement by bringing to life a personalized and sustainable employee experience, at work and beyond. Permanent Regular Job Description: You will join Pluxee’s insurance sales team, driving sales of group health and life insurance to SMEs and large companies within an integrated employee benefits platform. Pluxee’s sales network generates opportunities and opens doors to clients. Your mission will be to convert those opportunities into business: identify needs, develop insurance proposals, negotiate terms and close agreements. You will lead the sales process through to handover to the Account Management team, while helping the wider sales network identify and develop new opportunities.

Responsibilities

• Lead consultative insurance sales.
• Understand each company’s needs, benefits policy and employee population to recommend suitable insurance solutions.
• Manage opportunities through to closing.
• Qualify opportunities, define next steps and lead presentations, negotiations and contracting, working alongside the originating sales representative.
• Develop insurance proposals.
• Obtain quotations from insurers, compare pricing and cover, review exclusions and underwriting requirements, and prepare clear client proposals.
• Negotiate group insurance arrangements.
• Negotiate pricing and terms with insurers and manage complex sales processes involving multiple stakeholders and requirements.
• Grow business within existing accounts.
• Identify opportunities to introduce insurance and cross-sell products across Pluxee’s client base.
• Train and support the sales network.
• Help sales teams identify insurance needs, qualify opportunities and communicate the value proposition; join client meetings where needed.
• Manage the pipeline in Salesforce.
• Keep opportunities, next steps and sales forecasts up to date, ensuring accurate information and consistent follow-up.
• Coordinate closing and handover.
• Ensure agreed terms, documentation and client commitments are properly transferred to the Account Management team to support onboarding.
• Collaborate with internal teams.
• Work with Account Management, Operations, Product and Legal to ensure proposals are feasible and commercial commitments can be delivered.

Requirements

• You have at least 10 years of experience in comparable sales roles, ideally with substantial experience selling group health and life insurance to corporate clients, and can manage insurance sales independently from day one.
• You have experience selling group insurance to businesses, particularly health and life insurance, and negotiating with corporate clients and insurers.
• You can obtain and compare quotations, assess cover and policy terms, and translate technical information into a clear commercial proposal.
• You have strong consultative selling, communication and negotiation skills, with the ability to engage different stakeholders in SMEs and large organisations.
• You can train and support other sales professionals, collaborating to develop and close opportunities.
• You are organised and disciplined in pipeline management, follow-ups and sales forecasting.
• You have professional fluency in Spanish and English.
• Currently certified at Level 2 in Insurance Distribution.
• We would particularly value Experience within an insurance brokerage or intermediary, including complex group insurance arrangements.
• Knowledge of employee benefits and flexible remuneration schemes.
• Experience working with sales networks or internal referral channels.
• Familiarity with Salesforce and Microsoft 365.
• Relevant qualifications in insurance, Business Administration, Economics or a related field.

How we will measure your contribution

• Achievement of your individual sales target.
• Conversion of qualified opportunities into contracts.
• Quality of proposals and ability to move opportunities forward.
• Accuracy of pipeline reporting and sales forecasts.
• Contribution to opportunity development alongside the wider sales network.

Why join Pluxee?

Join an inclusive team Work at the heart of the community alongside 5,000 experts across 29 countries - we embrace diversity and value uniqueness, fostering a workplace where everyone can thrive. Turn inspiration into possibility Get space to try new ideas, experiment and move the world of work forward as you bring new digital experiences - and moments of connection - to millions of people. Make a positive impact Touch millions of lives and create meaningful change for people and the world we share, supporting our commitments to diversity, sustainability, and local economies. Grow with us Get support you need to take meaningful steps in your career, whether you're performing your work/life balance or learning new skills.