About Equitable
At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
Join Our Team
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
Job Summary
We are seeking a dynamic and results-driven Sales Executive to join our Employee Benefits team in Northern California. As a Sales Executive, you will be responsible for driving prospect activity and sales in the Northern California market, working remotely from a home office with 50% to 75% travel within assigned territory. This is an excellent opportunity to leverage your sales skills and experience to make a meaningful impact in the lives of our clients.
Key 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 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.
Requirements
To be successful in this role, you will need to possess the following qualifications and skills:
Essential Qualifications
- 3 years of experience and documented success in sales or marketing within the Group Insurance (Employee Benefits: Life, Dental, Disability and Vision) industry.
- Group Insurance sales experience within Northern California market (Contra Costa, Alameda, San Francisco, Santa Clara and Marin counties).
- Life and Health Insurance licenses specific to State of California.
Preferred Qualifications
- 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.
Skills and Competencies
To succeed in this role, you will need to possess the following skills and competencies:
- Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
- Creativity: Knowledge of the approaches, tools, and techniques for promoting creative, original thinking and ability to apply it to a variety of business situations.
- Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
- Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
- Territory Management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s).
- Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
Career Growth Opportunities and Learning Benefits
At Equitable, we are committed to helping our employees grow and develop their careers. We offer a range of learning and development opportunities, including:
- Training and development programs to help you build your skills and knowledge.
- Opportunities for internal mobility and career advancement.
- A culture of collaboration and teamwork, where you can learn from and contribute to the success of your colleagues.
Work Environment and Company Culture
As a Sales Executive at Equitable, you will work in a dynamic and fast-paced environment, where you will have the opportunity to make a meaningful impact in the lives of our clients. We offer a range of benefits and perks, including:
- A competitive salary and variable compensation.
- A comprehensive benefits package, including medical, dental, vision, a 401(k) plan, and paid time off.
- A flexible and remote work environment, with 50% to 75% travel within assigned territory.
- A culture of collaboration and teamwork, where you can learn from and contribute to the success of your colleagues.
Compensation, Perks, and Benefits
We offer a competitive salary and variable compensation, as well as a comprehensive benefits package, including:
- Medical, dental, vision, and a 401(k) plan.
- Paid time off and holidays.
- A flexible and remote work environment, with 50% to 75% travel within assigned territory.
How to Apply
If you are a motivated and results-driven individual who is looking for a challenging and rewarding career opportunity, we encourage you to apply for this role. Please submit your resume and cover letter to the link below:
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Equal Employment Opportunity
Equitable is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment, where everyone has the opportunity to succeed.
Reasonable Accommodation
If you require reasonable accommodation to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at [redacted] or email us at TalentA[redacted].
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