Sales Executive, Group and Voluntary Benefits WA & OR (REMOTE+TRAVEL)
About The Position
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 Oregon and Washington markets. This is a remote, home‑office position with 50–75%25 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”.
Requirements
- 3+ years of experience and documented success in sales or marketing within the Group Insurance (Employee Benefits: Life, Dental, Disability, Vision, Critical Illness, Accident, & Hospital Indemnity and Paid Family Medical Leave)
- Group Insurance sales experience within Washington or Oregon
- Life and Health Insurance licenses specific to the territory (WA, OR, AK, ID and MT)
Nice To Haves
- A self-motivated, driven individual who is goal oriented and able to take ownership of assigned territory to develop strong, long-term relationships
- Exceptional Communication skills
- Demonstrated ability to develop trust and credibility easily and quickly, with exceptional communication skills
- Thorough understanding of Equitable Employee Benefits product portfolio and the benefits each one offers
- Ability to partner with local, regional and national service/account management, underwriting and home office personnel
Responsibilities
- 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
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
