Agency Sales Representative

Company Description Benni Agency is dedicated to making employee benefits simple, modern, and accessible for businesses of every size, with a particular focus on small and midsized employers. The company combines free, compliant HR and benefits administration software with tailored health strategies, voluntary and specialty benefits, and retention-focused solutions. Benni’s platform centralizes benefits and employee records, reducing manual processes and improving efficiency.

The team provides a consultative, white-glove experience by meeting with employees individually, offering group education sessions, and ensuring clear understanding of the benefits provided. This blend of modern technology and personalized support helps employers maximize value while strengthening employee engagement and satisfaction.

Role Description The Agency Sales Representative is a full-time hybrid role based in Summerville, SC, with flexibility for some work from home. In this role, the representative identifies and develops new business opportunities among small and midsized employers, conducts discovery meetings to understand client needs, and presents Benni’s benefits solutions and HR software platform. Day-to-day responsibilities include managing a sales pipeline, preparing proposals, coordinating product demonstrations, and collaborating with internal teams to ensure smooth onboarding and ongoing client support.

The role also involves maintaining strong relationships with existing clients, providing consultative guidance on benefits strategies, and participating in outreach activities such as networking events and webinars. The representative is expected to use CRM tools, track performance metrics, and consistently follow up with prospects and clients to meet or exceed sales goals.

Qualifications

• Strong sales, business development, and account management skills, with experience managing a structured pipeline (or willing to learn).
• Knowledge of employee benefits, insurance, or HR technology, and the ability to explain complex concepts in clear, accessible language (or willing to learn).
• Excellent communication, presentation, and interpersonal skills, including comfort with one-on-one and group education sessions.
• Proficiency with CRM systems, productivity tools, and basic data analysis to track activities and outcomes (or willing to learn).
• Demonstrated consultative approach, problem-solving abilities, and a customer-focused mindset.
• Ability to work effectively in a hybrid environment, including in-person client meetings in the Charleston-area.
• Prior experience in benefits consulting, insurance sales, or B2B SaaS sales is preferred, but willing to train.