Key skills
Sales
About this role
Role Overview
- Drive premium growth and expand market presence for Executive Benefits solutions
- Manage a robust sales pipeline and achieve premium, pipeline, and territory performance targets
- Build and deepen relationships with Executive Benefits advisors and firms
- Position and differentiate Executive Benefits solutions, supporting advisors in case development
- Deliver in-market presentations and leverage market insights to strengthen sales positioning
- Partner cross-functionally to deliver tailored solutions and enhance client outcomes
- Travel within assigned territory for advisor engagement
- Manage territory expenses within budget
Requirements
- Bachelor’s degree or equivalent experience
- Minimum 5+ years of life insurance wholesaling, advanced sales, or Executive Benefits experience OR demonstrated experience in Executive Benefits solutions
- Proven track record of building relationships and achieving sales targets
- Strong understanding of accumulation-focused life insurance products (e.g., IUL, VUL) and advanced case design
- FINRA Series 6 & 63 or Series 7, and appropriate state life and health licenses (or ability to obtain)
- Experience working with carriers, BGAs, or consulting firms is an asset
Benefits
- Health insurance
- Dental
- Mental health
- Vision
- Short
- and long-term disability
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans (pension/401(k) with employer matching)
- Financial education and counseling resources
- Up to 11 paid holidays
- 3 personal days
- 150 hours of vacation
- 40 hours of sick time or more based on law