Sales Executive Ohio

About Beam Benefits

Beam was founded in 2012 by three engineers who saw the opportunity to modernize the dental benefits industry using technology. The first product was the Beam Brush, which was one of the earliest examples of the Internet of Things in healthcare. Today, Beam Benefits is available in 40+ states and has expanded beyond dental. Beam is now simplifying and modernizing a robust suite of ancillary employee benefits through an intuitive digital platform, self-service tools, AI‑powered pricing, and support from Beam’s helpful representatives.

This winning combination allows us to deliver a simple, smart, and wellness‑focused experience for brokers, employers, and members.

A Sales Executive (SE) is a pivotal in‑market sales role at Beam Benefits. This position is specific to the Ohio region and requires the candidate to live in Ohio. The SE establishes and expands partnerships with brokerages within the territory, focusing on building and nurturing lasting relationships to saturate the market with Beam’s presence. The role may also support Beam’s national broker partners and general agency partnerships to maximize Beam’s value across all channels.

The SE uses a variety of tactics—including cold calling, email campaigns, web conferencing, and in‑person networking—to build trust, educate brokers on Beam’s unique differentiators, and deliver exceptional value. The SE actively attends events, networks, and deepens relationships to expand Beam’s presence.

• You develop a long‑term strategy, focusing on quality broker relationships and a forward‑thinking mindset.
• You adapt to change in a fast‑growing company, thriving in an agile environment.
• You are coachable and use resources from Sales Director, Sales Enablement, and Revenue Operations to improve.
• You are a team player, contributing to the mission and sharing market insights.
• You are accountable, using metrics and activity tracking to drive performance.
• You are creative, thinking outside the box and maximizing tools and technology.

• Consistently meet or exceed assigned sales objectives, including monthly, quarterly, and annual booking targets.
• Broker prospecting, lead generation, qualifying opportunities, scheduling appointments, delivering presentations, understanding employer benefit challenges, developing solutions and proposals, forecasting & pipeline management, and overcoming objections.
• Execute Beam's repeatable sales process to rapidly develop new markets, focusing on high‑activity tactics such as emails, cold calls, and web demos.
• Establish and expand strong, productive relationships with independent, regional, and national brokerage partners, converting them to new Beam clients.
• Maintain accurate sales data to inform process improvements and create efficiencies.
• Stay informed about new product and feature launches to support broker partners.
• Track and analyze activity and sales metrics for alignment with goals.
• Collaborate with sales leadership to identify trends and ensure progress toward success.
• Use Salesforce to meticulously track all opportunities, leads, activities, forecasts, and related data.
• Travel in-market up to 20% required.

• 3+ years Voluntary Benefits/Ancillary sales experience in a high‑volume role, with channel sales experience through employee benefits brokers and/or general agencies.
• Must hold a valid Life & Health license at the time of application.
• Experience selling dental, vision, life, disability, and/or supplemental health products.
• Ability to generate and analyze reports to optimize sales performance.
• Strong organizational skills with exceptional written and verbal communication abilities.
• Ability to quickly learn new ancillary product lines and adapt to dynamic sales processes and tools.
• Familiarity with Salesforce.
• A passion for developing relationships within the employee benefits broker community, emphasizing in‑person engagement and rapport‑building.
• Ability to travel up to 50% within the assigned territory for in‑person meetings and events.

• Beam provides an in‑depth onboarding program with ongoing coaching and resources…