Account Executive

Group Benefits Sales Executive Overview

The Group Benefits Sales Executive is responsible for driving new business and revenue growth by promoting comprehensive group insurance and employee benefits solutions—including Health, Dental, Disability, Life, Retirement, and Wellness plans—to small, mid-sized, and large employers. This role involves strategic prospecting, building strong client relationships, conducting needs assessments, and delivering tailored solutions to key decision-makers such as HR leaders, CFOs, and business owners.

• Conduct discovery meetings to understand employers’ benefits needs, challenges, and budget constraints.
• Present customized benefits packages, including group Health, Dental, Life, Disability, Retirement, and Wellness plans.
• Prepare and deliver formal proposals, presentations, and cost comparisons.
• Negotiate and close new group contracts to meet revenue targets.

• Build and maintain long-term relationships with business owners, HR professionals, and brokers/consultants.
• Serve as a trusted advisor throughout the client lifecycle.

• Partner with underwriting, product, and service teams to ensure proposals are competitive and aligned with client needs.
• Collaborate with marketing and account management teams to enhance client engagement and retention.

• Stay informed on industry trends, competitor offerings, and legislative/regulatory changes.
• Represent the organization at networking events, conferences, and trade shows to build brand awareness and generate leads.

• Bachelor’s degree in Business, Marketing, or a related field.
• 3–5+ years of successful B2B sales experience in insurance, financial services, or employee benefits.
• Strong understanding of group insurance products and the employee benefits landscape.
• Proven track record of meeting or exceeding sales targets.
• Excellent communication, negotiation, and presentation skills.
• Ability to build trusted relationships with stakeholders at all organizational levels.
• Self‑motivated, results‑driven, and highly organized.