Sales Account Executive

Colonial Life; West Palm Beach (FL); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Colonial Life seeks a Sales Account Executive in South Florida. This full-time hybrid role involves identifying and qualifying new business, lead generation, and presenting Colonial Life's workplace benefits solutions to employers.

The role manages existing accounts, ensures quality service, and supports enrollment and onboarding. Daily tasks include building relationships with decision-makers, conducting meetings and presentations, and collaborating with internal teams to deliver education,

Qualifications

• Lead generation and prospecting to build a robust pipeline.
• Account management to support and grow employer relationships.
• Strong communication skills for presenting complex benefits clearly.
• Relationship-building to establish trust with clients and stakeholders.
• Customer service focus: responsiveness and problem-solving.
• Proven ability to meet or exceed sales goals in B2B/insurance.
• Comfort in a hybrid setting with office and remote work.
• Bachelor's degree in business/marketing or equivalent experience.
• Familiarity with employee benefits or HR/payroll environments preferred.
• Proficiency with CRM tools, Microsoft Office, and virtual meetings.

Responsibilities

• Build and maintain relationships with business decision-makers.
• Conduct meetings and presentations to present Colonial Life's solutions.
• Partner with internal teams to deliver enrollments and education.
• Meet sales targets and maintain CRM records with accuracy.
• Stay informed on industry trends and product offerings.

Skills

Lead generation

Account management

Communication skills

Relationship building

Customer service

Sales target achievement

Hybrid work experience

Education

Bachelor's degree in business/marketing or equivalent

Tools

CRM tools

Microsoft Office

Virtual meeting platforms

Job description

Company Description

Colonial Life & Accident Insurance Company, a subsidiary of Unum Group, provides financial protection benefits to workers and their families when unexpected events occur. The company offers a broad range of workplace benefits, including disability, life, accident, dental, cancer, critical illness, and hospital confinement indemnity insurance. Colonial Life supports over 87,000 businesses and 4 million workers with benefit services, education, and innovative enrollment technology. In 2022, the company paid more than $700 million in benefits to policyholders, demonstrating a strong commitment to customer care and reliability. Colonial Life maintains an active presence on social media channels, including Facebook, LinkedIn, and Instagram.

Role Description

The Sales Account Executive is a full-time, hybrid role based in South Florida, with flexibility for partial work from home. In this role, the individual identifies and qualifies new business opportunities, conducts lead generation activities, and presents Colonial Life's workplace benefits solutions to employers. The Sales Account Executive manages existing accounts, ensures quality customer service, and supports clients through enrollment and onboarding processes. Daily responsibilities include building and maintaining relationships with business decision-makers, conducting meetings and presentations, and partnering with internal teams to deliver effective benefit education and enrollment support. The role also involves meeting sales targets, maintaining accurate records in CRM systems, and staying informed about industry trends and product offerings.

Qualifications

• Demonstrated skills in lead generation and prospecting to build and maintain a robust sales pipeline.
• Experience in account management to support and grow existing employer relationships.
• Strong communication skills, including the ability to present complex benefit solutions clearly to diverse audiences.
• Relationship building capabilities to establish trust and long-term partnerships with clients and internal stakeholders.
• Customer service skills focused on responsiveness, problem-solving, and a positive client experience.
• Proven ability to meet or exceed sales goals in a B2B or insurance-related environment.
• Comfort working in a hybrid setting, managing time effectively between office and remote work.
• Bachelor's degree in business, marketing, or a related field, or equivalent professional experience.
• Familiarity with employee benefits, insurance products, or HR/payroll environments is preferred.
• Proficiency with CRM tools, Microsoft Office, and virtual meeting platforms.