Regional Sales Executive – Broker

Responsibilities

• Reactivating and managing all non-active brokers within the Central Coast and Northern California territories
• Serving as the primary point of contact for all non-active brokers
• Advising brokers on product positioning and competitive strategy
• Developing and executing territory-specific reactivation strategies
• Owning and managing the full sales pipeline for assigned non-active brokers
• Analyzing group demographics and risk profiles to deliver competitive quotes
• Tracking activity, opportunities, and outcomes in the CRM system
• Achieving or exceeding defined activity goals
• Collaborating with the territory RSD to align on broker reactivation priorities

• 2+ years of professional sales experience in health insurance, benefits consulting, or a related industry
• Strong understanding of group health insurance markets, including small group and large group quoting
• Excellent communication, presentation, and relationship-building skills
• Proficiency with CRM systems and Microsoft 365 (Excel, Outlook, Teams)
• California Life & Health Insurance license (or ability to obtain within 60 days of hire)
• Preferred:
  Experience working for a carrier, TPA, or general agency supporting broker distribution
• Familiarity with Ease, Employee Navigator, or similar enrollment platforms
• Proven record of meeting or exceeding sales and activity targets.