Sales Executive, Employee Benefits

Beam; Pennsylvania; Remote; USD 70,000 - 90,000; Full time

Job summary

A digital employee benefits company is seeking an experienced sales professional to meet sales objectives and establish broker relationships. The ideal candidate has over 3 years in B2B sales, preferably in the insurance industry. This role includes in-depth onboarding and offers competitive compensation with bonuses and benefits such as health insurance and a 401(k) plan.

Benefits

Competitive base salary

Health, dental, and vision insurance

401(k) with company matching

Flexible time off

Performance-based bonuses

Qualifications

• 3+ years of B2B sales experience in a high-volume role.
• Experience in the insurance industry, particularly in ancillary products.
• Familiarity with Salesforce is a plus.

Responsibilities

• Meet or exceed assigned sales objectives.
• Establish relationships with brokerage partners.
• Track sales data and manage forecasts using Salesforce.
• Collaborate with the sales leadership for success.

Skills

B2B sales experience

Salesforce familiarity

Strong communication skills

Organizational skills

Relationship building

Job description

About Beam: Beam Benefits is a digitally-led employee benefits company that offers dental, vision, life, disability, and supplemental health coverage. The company modernizes the ancillary benefits industry through its AI-powered underwriting, diversified distribution channels, and technology-driven customer experience.

Joining Beam Benefits Means:

• Working in a complex and dynamic business, serving customers across employee benefits product lines and growth and service channels
• Collaborating with a diversely skilled team to continuously improve
• Being empowered as an owner and expert
• Being motivated by improving how people access employee benefits

Your Impact (What You Will Do):

• Consistently meet or exceed assigned sales objectives, including monthly, quarterly, and annual booking targets, by executing the full Beam sales process
• Prospecting, lead generation, qualifying opportunities, scheduling appointments, delivering presentations, understanding employer benefit challenges, developing solutions and proposals, forecasting & pipeline management, and overcoming objections
• Execute Beam's repeatable sales process to rapidly develop new markets with high-activity tactics such as emails, cold calls, and web demos
• Establish and expand strong relationships with independent, regional, and national brokerage partners, quickly converting those relationships into new Beam clients
• Maintain accurate sales data to inform process improvements and create efficiencies within the team and across new markets
• Stay informed about new product and feature launches, ensuring broker partners are up-to-date and equipped to succeed
• Track and analyze activity and sales metrics to ensure alignment with goals
• Collaborate with sales leadership to identify trends and ensure territory and broker partners progress toward success
• Use Salesforce to track opportunities, leads, activities, forecasts, and related data to drive results
• Minimum 20% in-market travel required

Your Experience:

• 3+ years of B2B sales experience in a high-volume role, with channel sales experience preferred (e.g., through employee benefits brokers and/or general agencies)
• Experience in the insurance industry, ideally in dental, vision, life, disability, and/or supplemental health products
• Ability to generate and analyze reports to optimize sales performance
• Strong organizational skills with exceptional written and verbal communication abilities
• Ability to quickly learn new ancillary product lines and adapt to dynamic sales processes and tools
• Familiarity with Salesforce is a plus; medical sales, insurance sales, employee benefits, HR, or brokerage experience is not required but is preferred
• Requirement to secure Life & Health license within 60 days of start date
• Passion for developing relationships within the employee benefits broker community, with emphasis on in-person engagement
• Ability to travel up to 50% of the time within the assigned territory for in-person meetings and events

Training and Development:

• Beam provides an in-depth onboarding program with ongoing coaching and resources to support growth in the role
• Develop into a nimble sales researcher skilled at discovery and navigating complex sales processes
• Master industry-specific communication and sales techniques to identify broker needs, propose solutions, and close deals
• Gain expertise in Beam’s internal tools and the Salesforce CRM to manage your pipeline efficiently
• Beam will cover the cost to obtain your Life & Health license

Compensation and Benefits:

• Competitive base salary with an attractive variable compensation structure
• Performance-based bonuses and incentives, plus health, dental, and vision insurance
• 401(k) with company matching, flexible time off, and potential participation in equity