Regional Sales Representative

Optimyl Benefits; Phoenix (AZ); On-site; USD 70,000 - 125,000; Full time

Benefits offered by this job

All-inclusive sales trips for top-perf

Comprehensive health coverage (medical

Employer-paid life insurance

401(k) retirement plan with employer-m

Generous paid time off and company hol

Job summary

Optimyl Benefits is seeking a Regional Sales Representative in Phoenix, AZ to drive growth through a network of independent health brokers. You will prospect, train, and support brokers while traveling 15-20% of the time to deepen relationships and close opportunities.

Role focuses on selling Optimyl’s products with emphasis on plan design, cost containment, and network flexibility, backed by a team-oriented approach and strong commission potential.

Qualifications

• 2+ years of B2B sales or broker distribution experience.
• Active Life & Health license in your state or ability to obtain once onboarded.
• Self-motivated and proactive with strong follow-through.
• Excellent verbal and written communication skills with phone and in-person selling.
• Highly organized with ability to manage multiple priorities.
• Track record of executing sales strategies and influencing client decisions.

Responsibilities

• Make 40+ outbound calls daily to targeted brokers in the market space.
• Introduce brokers to Optimyl’s offerings, including plan design and cost-containment strategies.
• Train brokers on Optimyl’s positioning, quoting tools, and sales process.
• Provide ongoing, white-glove support through quoting, underwriting, and implementation.
• Collaborate with brokers to develop effective selling strategies for employer clients.
• Communicate updates on product offerings, rate changes, and network configurations.
• Build strong relationships with Account Management for seamless implementation.
• Track group-level data and activities in the CRM for forecasting and reporting.
• Meet daily activity metrics and provide market feedback to the RVP.
• Travel within the region (15-20%) to deepen broker relationships.

Skills

B2B sales

Broker distribution

Education

Life & Health license

Job description

About the role

The Regional Sales Representative is responsible for generating targeted, profitable sales volume through the regional broker community and reports to the Regional Vice President of Sales. The role focuses on prospecting, training, and supporting a network of independent health brokers selling Optimyl’s products.

This is a full-time, in-office role based in Phoenix, AZ.

What you’ll do

• Make 40+ outbound calls daily to targeted brokers in the market space.
• Introduce brokers to Optimyl’s offerings, including plan design, cost-containment strategies, and network flexibility.
• Train brokers on Optimyl’s positioning, quoting tools, and sales process.
• Provide ongoing, white-glove support through quoting, underwriting, and implementation.
• Collaborate with brokers to develop effective selling strategies for their employer clients.
• Communicate updates on product offerings, rate changes, and network configurations.
• Build strong working relationships with Account Management for seamless implementation.
• Track group-level data and activities in the CRM for accurate forecasting and reporting.
• Meet daily activity metrics and provide market feedback to the RVP.
• Travel within the region (15-20%) to deepen broker relationships and support key opportunities.

Ideal Profile

• 2+ years of B2B sales or broker distribution experience.
• Active Life & Health license in your state or the ability to obtain once onboarded.
• Self-motivated and proactive, with the ability to operate independently with strong follow-through.
• Excellent verbal and written communication skills, with confidence in phone and in-person selling.
• Highly organized with the ability to manage multiple priorities and shifting timelines.
• Track record of executing sales strategies and influencing client decision-making.

Compensation

• Total Compensation: Salary + Commission + Bonus
• Target Annual Compensation: $125,000 - $250,000
• First-Year Expected Income: $70,000 - $85,000
• Incentives: All-inclusive sales trips for top performers

Why Work at Optimyl?

At Optimyl Benefits, we’re focused on simplifying healthcare for small employers and building a workplace where people can do meaningful work and continue to grow.

Benefits include:

• Competitive compensation
• Comprehensive health coverage (medical, dental, vision)
• Employer-paid life insurance and disability coverage
• 401(k) retirement plan with employer match
• Generous paid time off and company holidays

We support growth through hands-on learning, exposure to new challenges, and opportunities to expand responsibilities as the company evolves.