Sales Executive, Group and Voluntary , NorCal; +REMOTE

Job Title

Sales Executive, Group and Voluntary Benefits, Nor Cal (TRAVEL+REMOTE) (2600008K)

UNITED STATES-CA

UNITED STATES-CA-Fresno, UNITED STATES-CA-Gold River, UNITED STATES-CA-WALNUT CREEK, UNITED STATES-CA-ORINDA, UNITED STATES-CA-RANCHO CORDOVA, UNITED STATES-CA-San Francisco, UNITED STATES-CA-MONTEREY, UNITED STATES-CA-San Rafael, UNITED STATES-CA-PETALUMA, UNITED STATES-CA-SONOMA, UNITED STATES-CA-Irvine, UNITED STATES-CA-Concord, UNITED STATES-CA-MENLO PARK, UNITED STATES-CA-San Mateo

Equitable

Full-time

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives—a mission we’ve honed since 1859.

Equitable is seeking a driven Sales Executive to join our Employee Benefits team! In this role, you’ll promote our Group and Voluntary Benefit solutions to general agents, brokers, and employers—backed by our fully cloud‑based, no‑legacy‑systems platform that delivers a truly frictionless enrollment and new‑business experience.

Partner with regional and national distribution leaders to accelerate prospecting and sales across the Northern California market which includes Fresno and San Luis Obispo north to the Bay Area and Sacramento
. This is a remote, home‑office position with 50–75% travel within your territory. Be part of a modern, fast‑moving team shaping the future of Employee Benefits and simplifying the complex. We are “
Powerfully Simple
”.

• Develop and maintain strategic business relationships with brokerage firms, consulting houses, General Agencies (GA’s) and PEOs
• Meet or exceed activity goals related to new client meetings, quote activity, relationship management and annual premium sales goals
• Generate proposals for Group Life, Dental, Disability, Vision, Critical Illness, Accident, & Hospital Indemnity and State Paid Family Medical Leave (PFML) clients in target market of 20-500+ lives in designated territory
• Provide consultative analysis and recommendations to distribution channel partners and prospective clients
• Construct and maintain a business plan for your designated territory based on sales and strategic initiatives
• Build long‑lasting, mutually beneficial relationships with external contacts and internal departments to create a better customer experience
• Meet or exceed assigned premium, proposal activity and meeting targets monthly, quarterly and annually
• Coordinate and track client events, meetings, appointments, and conferences
• Coordinate with the Regional Account Manager on the delivery of all proposals
• Remain current on company offerings and industry trends through market research, business area meetings, conferences, and industry events

The base salary for this position is $60,000, with eligibility for variable compensation.

For eligible employees, Equitable provides a full range of benefits including medical, dental, vision, a 401(k) plan, and paid time off.

3+ years of experience and documented success in sales or marketing within Group Insurance (Employee Benefits Life, Dental, Disability, Vision, Critical Illness, Accident, & Hospital Indemnity and Paid Family Medical Leave).

Group Insurance sales experience within Northern California.

Life and Health Insurance state licenses specific to CA.

• A self‑motivated, driven individual who is goal‑oriented and able to take ownership of assigned territory to develop strong, long‑term relationships
• Exceptional communication skills
• Demonstrated ability to develop trust and credibility easily and quickly
• Thorough understanding of Equitable Employee Benefits product portfolio and the benefits each one offers
• Ability to partner with local, regional and national service/account management, underwriting and home office personnel

• Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
• Creativity: Knowledge of the approaches, tools, and techniques for promoting creative, original thinking and ability to apply it to a variety of business situations.
• Influencing: Knowl…