1804 Financial Group
1804 Financial Group specializes in comprehensive financial planning, wealth management, and insurance services.
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Employee Benefits Sales Executive, Florida (REMOTE+TRAVEL)
at 1804 Financial Group
About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859.
Equitable is looking for a dynamic Sales Executive to join our Employee Benefits (Group Insurance) team! You will work in conjunction with regional and national distribution leadership to drive prospect activity and sales, working remotely from a home office and travel within assignedterritory of Florida.
What You’ll Be Doing
· 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
This position offers a remote work arrangement plus up to 75% travel for business needs. Periodic office visits may be requested based on business needs.
The base salary for this position is $60,000. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits : Equitable Total Rewards Program