Sales Executive

5 days ago

Oklahoma City, Oklahoma, United States The Jacobson Group Full time $60,000 - $120,000 per year

Job Description:

The Sales Executive is responsible for driving new business growth in our client's commercial health insurance line of business. The representative will drive sales by marketing and selling the company's commercial lines of health insurance products to employer groups—small, mid-size, and large— through building and maintaining external insurance broker and consultant relationships, as well as marketing our brand throughout the business community.

Responsibilities:

  • Markets and sells the company's commercial lines of health insurance products to small, mid and large group employer clients, primarily through assigned brokers, consultants and general agents.
  • Identifies and pursues new business opportunities across all group market segments by building strong, consultative relationships with brokers, agents and benefits consultants.
  • Provides strategic sales support to distribution partners, including training on products, competitive positioning, and sales tools to drive adoption and broker loyalty.
  • Develops and executes territory and broker engagement strategies tailored to employer group sizes, with a strong understanding of group dynamics, funding arrangements, and plan design preferences across segments.
  • Represents the company at broker meetings, industry events, and networking opportunities to promote visibility and develop new relationships.
  • Leads the sales process and onboarding for new clients, from proposal through signed agreement and employee enrollment. Coordinates with broker partner and group leader to ensure smooth implementation.
  • Schedules and conduct employee benefit education and enrollment meetings for new and renewing clients.
  • Maintains detailed and current records of sales activities, broker interactions, and group-specific opportunities using CRM systems and reporting tools.
  • Ensures adherence to all applicable compliance requirements and Sales Compensation Program guidelines.
  • Performs other job-related duties as assigned.

Requirements:

  • Strong interpersonal, presentation and communication skills
  • Highly motivated and able to operate independently while collaborating with internal teams and broker partners
  • Must have a valid driver's license and up-to-date vehicle insurance
  • Must pass Health Care Sanctions background check and Motor Vehicle Record check
  • Bachelor's degree in Business, Marketing or related field (preferred); Equivalent work experience will be considered in lieu of a degree
  • 2+ years of experience in health insurance sales or commercial lines; experience in the group employer market (small, mid and large group) (strongly preferred)
  • Must hold a valid Oklahoma life and health insurance license or obtain one within 45 days of hire

This position is remote with local travel.

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