Employee Benefits Sales Executive

The primary focus will be prospecting and selling to new groups, as well as cross-selling to existing clients.

Responsibilities:

• Prepare applications, gather necessary information, and manage submission details for new business and renewals.
• Assess client benefit needs and present tailored proposals to prospects and clients.
• Attend board meetings to secure new coverage and educate current clients on their existing plans.
• Manage renewal checklists efficiently.
• Actively generate new leads and accounts through various methods, including cold calling, visits, referrals, and account development.
• Travel regularly (2-3 days per week) for face-to-face interactions with existing and prospective clients (remaining time spent in office or remotely).
• Service existing accounts during renewals.
• Attend industry conferences, trade shows, and company meetings.
• Meet or exceed annual sales goals, maintain production reports, and track progress.
• Perform other related duties as assigned.

Skills:

• Proven track record of sales success, ideally in employee benefits.
• Strong self-discipline, motivation, and time management skills.
• Willingness and ability to travel.
• Proficiency in computer skills, including agency management systems and Microsoft Office Suite (Excel and Word).
• Positive team player with a collaborative approach.
• Self-starter with the ability to work independently and achieve established goals.
• Excellent communication skills, both verbal and written.
• Accountability and commitment to delivering results.

Experience:

• Demonstrated sales success in insurance or another industry.
• Strong persuasion skills and interpersonal abilities.
• Employee benefits knowledge or experience is highly desirable.
• Bilingual in Spanish is a plus.

License:

• Texas Life & Health Insurance license required.
• Property & Casualty license preferred.

Compensation:

• Competitive base salary plus commission on new business.

Benefits:

• 401(k) with company match.
• Comprehensive health, dental, and vision insurance.
• Life insurance.
• Short-term and long-term disability coverage.
• Cancer/critical illness coverage.
• Employee assistance program.
• Cell phone/internet reimbursement.
• Travel reimbursement.
• Paid holidays.
• Paid time off.

Job Type: Full-time

Supplemental Pay:

• Bonus opportunities.
• Commission pay.

Work Location: Hybrid (in-person and remote, with occasional in-office presence as needed).