Account Executive, Voluntary Benefits
Indexed description
EBG is a b2b2c company headquartered in Miami (Aventura), with offices in New York, Orlando, and Austin. We offer a hybrid work environment with a balance of collaboration and flexibility.
Job Description
We are seeking a results-oriented Account Executive – Voluntary Benefits to join our growing sales team. In this role, you will be responsible for driving the growth and adoption of voluntary benefits programs within a defined client portfolio. You will work closely with prospective clients to understand their needs, present tailored voluntary benefits solutions, and close sales opportunities. This is a client-facing role that requires excellent sales acumen, strong communication skills, and the ability to build and maintain relationships with HR professionals, benefits managers, and C-suite executives.
- Identify and prospect new business opportunities within the voluntary benefits space by targeting companies looking to enhance their employee benefits offerings – both from our existing platform clients & net new companies
- Build and maintain a pipeline of qualified leads through cold calling, networking, referrals, and other business development strategies.
- Conduct initial meetings with HR professionals, benefits consultants, and decision-makers to understand their employee benefits challenges and identify opportunities for voluntary benefits solutions.
- Develop and deliver customized presentations, proposals for our P&C and Supplemental Health voluntary benefits solutions.
- Work with clients to identify their specific needs and present tailored voluntary benefits packages that align with their organizational goals and employee demographics.
- Work directly with carriers to obtain the best pricing and service offerings tailored to companies/ workforce.
- Lead negotiations with prospective clients, overcoming objections and ensuring that all contractual terms are aligned with company objectives.
- Close sales in a timely and efficient manner, ensuring that all contractual agreements, paperwork, and internal processes are completed correctly.
- Meet or exceed sales quotas and performance targets, driving both new business and revenue growth for the voluntary benefits division.
- Stay up to date on trends and developments in the voluntary benefits and employee benefits landscape, including new products, services, and regulatory changes.
- Provide clients with thought leadership and expert advice on how voluntary benefits can be integrated into their total rewards strategy.
- Leverage knowledge of competitors’ offerings to differentiate our solutions and highlight the advantages of working with our company.
- Maintain accurate and up-to-date records of all sales activities, client interactions, and progress within the CRM system (e.g., Salesforce).
- Provide regular sales forecasts, pipeline updates, and performance reports to management.
- Track and report on key metrics, such as lead generation, conversion rates, and sales revenue, to ensure performance goals are being met.
- Bachelor’s degree in Business, Marketing, Human Resources, or a related field.
- 5+ years of sales experience, ideally in employee benefits, voluntary benefits, insurance, or a related field.
- Proven track record of success in B2B sales, with experience selling complex solutions to HR professionals, benefits managers, or senior decision-makers.
- Familiarity with voluntary benefits products, such as life insurance, disability insurance, accident coverage, critical illness insurance, and other supplemental benefits, is highly desirable.
- Strong proficiency with CRM software (e.g., Salesforce) and MS Office Suite (Excel, PowerPoint, Word).
- Ability to create and deliver compelling sales presentations and proposals to executive-level clients.
- Ability to travel as needed up to 20%.
- Hold licenses for Property & Casualty (P&L) and Life & Health licenses
Additional Information
Entertainment Benefits Group offers outstanding employee benefits including:
- Medical, Dental & Vision
- 401k Match
- Short Term Disability, Long Term Disability (Company Paid)
- Basic Life and AD&D (Company Paid)
- Additional Voluntary Benefits (additional life, legal, critical care, and more)
- 3 Weeks of PTO + 5 Personal Days
- Paid Holiday Break from Christmas to New Year
- Paid Holidays
- Fitness Reimbursement
- Annual Day of Giving
- Company Bonus Program
- Share in the FUN! EBG gives $1000 per year in Tickets-At-Work gift cards to full-time employees to experience and enjoy the savings marketplace!
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