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

3+ years of experience and documented success in sales or marketing within the Group Insurance (Employee Benefits: Life, Dental, Disability, Vision, Critical Illness, Accident, & Hospital Indemnity)
Group Insurance sales experience within Houston, Texas territory
Life and Health Insurance licenses specific to State of TX

Sales Executive, Employee Benefits

Key skills