Sr. Sales Executive; West Coast-California, Oregon, Washington, Nevada and Arizona

Job Summary

Senior Sales Executive reports to Managing Director, Head of H&B Sales. Responsible for expanding business across national accounts, middle markets, small group markets, distribution channel, group insurance and specialty products. Develop relationships with broker/consultant communities and planning sponsors, manage all business development efforts including marketing, communications, training and competitive analysis. Must conduct market visits and travel to key markets. Holds 7+ years of sales and account management experience in the benefits, consulting or financial services industry.

• Build strong, productive relationships with brokers/consultants, customers and peers, focusing on larger or complex accounts.
• Implement strategies to achieve sales objectives in assigned areas.
• Manage complex negotiations.
• Position products, rate levels and expanded portfolios to increase sales and revenue.
• Integrate client and internal organization needs to meet installation requirements and close deals.
• Partner with clients across full product line.
• Understand clients' multifaceted needs and recommend appropriate benefits.
• Promote sales via in-person and virtual client meetings and industry conferences.
• Manage full sales process from lead to close.
• Create cross-selling opportunities by maintaining strong relationships with other lines of business.
• Maintain and update Salesforce with pipeline management after initial contact.
• Other duties as assigned.

• 7–10 years of experience in field sales, account management, benefits consulting or financial services.
• Bachelor’s Degree in Finance, Communications, Business, Marketing or related field.

• Strong financial industry experience with alternative assets (hedge funds, fund of funds, private equity, debt, marketplace lending).
• Business-to-business sales experience.
• Proven track record of sales success and extensive prospecting.
• Consultative selling skills, ability to provide solutions, negotiate and build relationships at all levels.
• Strong time management, organizational and planning skills.
• Ability to mobilize internal networks and resources.
• Leverage existing industry relationships.
• Excellent analytical skills with proactive nature.
• Attention to accuracy and efficiency.
• Strong verbal and written communication skills.
• Prioritization and multi-tasking aptitude.
• Interpersonal and collaboration skills.
• Drive to learn and apply new concepts quickly.
• Experience with Salesforce CRM preferred.

Base salary: $100,000–$126,000 per year. On-target earnings (OTE): $252,000+. Compensation varies by location, skills and experience and may include incentive and bonus opportunities. Benefits include healthcare, 401(k) savings plan, company holidays, paid time off, parental leave and employee assistance program.