Sales Executive, Employee Benefits

Sales Executive, Employee Benefits (Bay Area) Base pay range $130,000.00/yr - $160,000.00/yr About Beam Beam was founded in 2012 by three engineers who saw the opportunity to modernize the dental benefits industry using technology. Today, Beam Benefits is a digitally‑led employee benefits company that offers dental, vision, life, disability, and supplemental health coverage. The company simplifies and modernizes the $100+ billion ancillary benefits industry through its leading dental insurance product, breadth of ancillary benefits, AI‑powered underwriting, diversified distribution channels, and next‑generation benefits administration technology‑driven customer experience. The Role A Sales Executive (SE) is a pivotal in‑market sales role at Beam Benefits. In this role, you will establish and expand partnerships with brokerages within your territory by focusing on building and nurturing lasting relationships. Your goal is to saturate your market with Beam’s presence, working closely with brokerages that align with our Ideal Broker Profile. In some markets, you will also play a critical role in supporting Beam’s national broker partners and general agency partnerships, ensuring alignment and maximizing Beam’s value across all channels. You will use a variety of tactics (cold calling, email campaigns, web conferencing, and in‑person networking) to build trust, educate brokers on Beam’s unique differentiators, and deliver exceptional value. Your success lies in developing a balanced approach—prioritizing high‑quality interactions while driving volume through new proposals to win clients. Your ability to drive repeat business and create long‑term strategic partnerships will contribute to your success and Beam’s growth. What Makes You Successful Focus on cultivating meaningful broker relationships and prioritizing quality over quantity in both relationships and pipeline. Adopt a forward‑thinking mindset, always considering how to maximize value for brokers and Beam. Adaptable to change and thrive in an agile, dynamic environment. Coachable, welcoming constructive feedback and leveraging resources from Sales Director, Sales Enablement, and Revenue Operations. Team player who actively contributes to Beam’s larger mission, shares market insights, and embraces Sales leadership talk tracks. Accountable, using metrics and activity tracking to gauge success and stay aligned with goals. Creative, thinking outside the box, and exploring innovative approaches while leveraging tools and technology. Joining Beam Benefits Means Working in a complex and dynamic business, serving customers across employee benefits insurance product lines and growth and service channels. Collaborating with a diversified skilled team to continuously improve. Being empowered as an owner and expert. Being motivated by improving how people access employee benefits. Your Impact (What You Will Do) Consistently meet or exceed assigned sales objectives, including monthly, quarterly, and annual booking targets, by executing the full Beam sales process. Broker prospecting, lead generation, qualifying opportunities, scheduling appointments, delivering presentations, understanding employer benefit challenges, developing solutions and proposals, forecasting & pipeline management, and overcoming objections. Execute Beam’s repeatable sales process to rapidly develop new markets, focusing on high‑activity tactics such as emails, cold calls, and web demos. Establish and expand strong, productive relationships with independent and regional, and national brokerage partners, converting relationships into new Beam clients. Maintain accurate sales data to inform process improvements and create efficiencies. Stay informed about new product and feature launches, ensuring broker partners are up‑to‑date and equipped to succeed. Track and analyze activity and sales metrics to ensure alignment with goals. Collaborate regularly with sales leadership to identify trends and ensure territory and broker partners progress toward success. Use Salesforce to meticulously track all opportunities, leads, activities, forecasts, and related data. Minimum 20% in‑market travel required. Your Experience 3+ years of B2B sales experience in a high‑volume role, with channel sales experience preferred (e.g., employee benefits brokers and/or general agencies). Experience in the insurance industry, ideally in dental, vision, life, disability, and/or supplemental health products. Ability to generate and analyze reports to optimize sales performance and enhance the purchasing experience for brokers. Strong organizational skills with exceptional written and verbal communication. Quick learner of new ancillary product lines and adaptable to dynamic sales processes and tools. Familiarity with Salesforce is a plus. Requirement to secure Life & Health license within 60 days of start date. Passion for developing relationships within the employee benefits broker community, emphasizing in‑person engagement. Ability to travel up to 50% of the time within assigned territory for in‑person meetings and events. Training and Development Beam provides an in‑depth onboarding program designed to set you up for success, with ongoing coaching and resources. Develop into a nimble sales researcher, highly skilled at discovery and adept at multi‑threading to navigate complex sales processes. Master industry‑specific communication and sales techniques, effectively identifying broker needs, proposing tailored solutions, and closing deals with confidence. Gain expertise in Beam’s internal administrative tools and leverage Salesforce to manage your pipeline and maximize efficiency. Beam will cover the cost to obtain your Life & Health license, empowering you to become a trusted expert in dental, vision, life, disability, and supplemental health benefits, and Beam’s cutting‑edge technology. Compensation and Benefits Competitive base salary paired with an attractive variable compensation structure. Employees benefit from performance‑based bonuses and incentives, along with a comprehensive benefits package that includes health, dental, and vision insurance. Additionally, Beam provides a 401(k) plan with company matching, flexible time off, and the opportunity to participate in the equity program. The base pay actually offered will take into account internal equity and budget for the open position and also may vary depending on the candidate’s job‑related knowledge, skills, and experience, among other relevant factors. This range does not include an estimated value for any benefits, bonus, or other incentives that may be applicable based on position. The first‑year total target compensation for this role is $130,000 - $160,000 (base salary + commission). Seniority level Not Applicable Employment type Full‑time Job function Sales and Business Development Industries Insurance #J-18808-Ljbffr