Sales Executive - West

About this position

About WELLNESS IQ, INC.

WellnessIQ was formed in 2007 to introduce a results-oriented approach to the management of employer-sponsored wellness initiatives. The company has become a national leader in the wellness and benefits markets, offering a portfolio of solutions that combine technology and account management to promote employee engagement and measurable results.

We believe our employees are our greatest asset and strive to create a healthy, happy work environment that supports both our staff and our clients.

The Sales Executive will thrive in a fast-paced, competitive environment and play a critical role in achieving company growth and revenue goals. This individual is responsible for prospecting, developing relationships, and closing new business while delivering a consultative sales experience to brokers, consultants, and employer groups. The role requires making and receiving dozens of calls daily, developing partner channels, presenting to groups, generating and qualifying prospects, and closing sales.

• Broker distribution and development
• Present and sell to consultants or employer groups of any size
• Interpret, qualify, and professionally respond to Requests for Proposals (RFPs)
• Maintain updated and accurate pipeline tracking and activity in CRM (e.g., Salesforce)
• Cold call prospects and brokers
• Present solutions via virtual and in-person meetings
• Effectively leverage company-approved AI tools, including Microsoft Copilot, as part of daily workflows and performance expectations to improve efficiency, organization, communication, and overall productivity
• Act consultatively in all matters related to wellness
• Become an expert in all ancillary wellness services offered and provide strategic direction for prospects and current clients
• Generate new leads through broker and direct-to-end-user sales channels
• Build and sustain positive relationships with the entire WellnessIQ staff
• Interact with staff, management, and vendors to ensure operational efficiency and effectiveness
• Frequent travel; may include overnight, multi-day, and out-of-state travel for broker meetings, client meetings, conferences, trainings, and other business needs

• College degree preferred
• 3+ years of sales, employee benefits, or related experience, or any combination of education, experience, and training that provides knowledge and abilities to perform the job
• Comfort with cold calling and objection handling
• Passion for health and wellness
• Insurance brokerage experience specifically in employee benefits preferred

• Strong communication and presentation skills
• Consultative selling approach with ability to uncover client needs
• High level of motivation, resilience, and competitiveness
• Ability to manage multiple opportunities in a pipeline
• Relationship‑building with both internal teams and external partners
• Comfort with cold outreach and objection handling
• Excellent interpersonal and organization skills
• Ability to respond professionally and accurately to requests received from a variety of clients

• Proficiency in Microsoft Office (Word, Excel, PowerPoint, etc.)
• Willingness to learn Microsoft Copilot and other company-supported AI productivity tools
• Salesforce CRM experience preferred
• Proficiency in Teams, Zoom, or other virtual presentation tools

Full-time, exempt

• 401(k) and matching
• Cell phone reimbursement
• Dental insurance
• Disability insurance
• Health insurance
• Health savings account
• Life insurance
• Mileage reimbursement
  
  Paid time off
• Travel reimbursement
• Vision insurance

Monday to Friday

• Salary – The salary range for this position is location-dependent and aligned with local market benchmarks and cost-of-living considerations. The salary is determined by working location, level of experience, and relevant education.
• Variable compensation – Commission

• Travel may be required up to 50% of the time and may vary based on business priorities, sales opportunities, client needs, and territory demands.
• Employees must maintain flexibility and availability for required travel, including occasional short notice travel and on‑site attendance as needed.
• WellnessIQ will make reasonable efforts to provide advance notice of travel requirements whenever practicable, though advance notice may not always be possible.

The pay range for this role is 55,000 – 65,000 USD per year (Remote).