• 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 the market with Beam’s presence, working closely with brokerages that align with our Ideal Broker Profile
• In some cases you will also support 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 (e.g., cold calling, email campaigns, web conferencing, and in-person networking) to build trust, educate brokers on Beam’s unique differentiators, and deliver exceptional value
• You will be active in your market, attending events and networking opportunities to deepen relationships and expand Beam’s presence
• 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 directly support your success and Beam’s continued growth
• You focus on cultivating meaningful broker relationships and consistently aim for quality over sheer quantity both in relationships and in working your pipeline / sales opportunities
• You are a team player
• You actively contribute to Beam’s larger mission by executing new strategies, utilizing sales tools, and embracing talk tracks provided by Sales Leadership and Enablement
• You share market insights to improve our go-to-market strategies
• You are accountable
• Metrics and activity tracking are tools you use to gauge success and stay aligned with goals
• You maximize the use of tools and technology in standard and unconventional ways to achieve success
• Consistently meet or exceed assigned sales objectives, including monthly, quarterly, and annual booking targets, by executing the full Beam sales process

This includes broker prospecting, broker 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, with a focus 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, quickly converting those relationships into new Beam clients
• Maintain accurate sales data to inform process improvements and create efficiencies within the team and across new markets
• 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
• Regularly collaborate with sales leadership to identify trends and ensure both your territory and broker partners are progressing toward success
• Use Salesforce to meticulously track all opportunities, leads, activities, forecasts, and related data to drive results and improve efficiency

Minimum 20% in-market travel required

• As part of a fast-growing company, you thrive in an agile and dynamic environment, embracing change as an opportunity to grow and innovate
• You are coachable
• You welcome constructive feedback and leverage resources provided by your Sales Director, Sales Enablement, and Revenue Operations to continuously improve and stay ahead of the curve
• You see these as allies in driving both personal and team performance
• You think outside the box, bringing fresh ideas to the table and exploring innovative approaches
• 3+ years Voluntary Benefits/ Ancillary sales experience in a high-volume role, with channel sales experience through employee benefits brokers and/or general agencies)
• Must hold a valid Life & Health license at time of application
• Ability to generate and analyze reports to optimize sales performance and enhance the purchasing experience for employee benefits brokers
• Strong organizational skills combined with exceptional written and verbal communication abilities
• Ability to quickly learn new ancillary product lines and adapt to dynamic sales processes and tools
• Familiarity with Salesforce
• A passion for developing relationships within the employee benefits broker community, with an emphasis on in-person engagement and rapport-building

Ability to travel up to 50% of the time within your assigned territory for in-person meetings and events

Experience selling dental, vision, life, disability, and/or supplemental health products

• Beam offers a 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