Sales Executive, Group and Voluntary Benefits, NorCal (TRAVEL+REMOTE)

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 seeking a driven Sales Executive to join our Employee Benefits team! In this role, you’ll promote our Group and Voluntary Benefit solutions to general agents, brokers, and employers—backed by our fully cloud‑based, no‑legacy‑systems platform that delivers a truly frictionless enrollment and new‑business experience.

Partner with regional and national distribution leaders to accelerate prospecting and sales across the Northern California market which includes Fresno and San Luis Obispo north to the Bay Area and Sacramento. This is a remote, home‑office position with 50–75% travel within your territory. Be part of a modern, fast‑moving team shaping the future of Employee Benefits and simplifying the complex. We are “Powerfully Simple ”.

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 and State Paid Family Medical Leave (PFML) 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