Sales Executive - West

Position Summary

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. This person must be comfortable making/taking dozens of calls daily, developing partner channels, presenting in front of a group of people, generating and qualifying prospects as well as 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 (RFP’s)
• 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
• Leverage company‑approved AI tools, including Microsoft Copilot, in daily workflows and performance expectations to improve efficiency, organization, communication, and overall productivity
• Provide consultative wellness support
• Become an expert in all ancillary wellness services offered and provide strategic direction for prospects and current clients
• Generate new leads via broker and direct‑to‑end user sales channels
• Build and sustain positive relationships with the entire Wellness IQ staff
• Interact with staff, management and vendors to ensure operational efficiency and effectiveness
• Frequent travel, including overnight, multi‑day and out‑of‑state, for broker meetings, client meetings, conferences, trainings, and other business needs

Education & Experience

• 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
• Manage multiple opportunities in a pipeline
• Build relationships with both internal teams and external partners
• Comfort with cold outreach and objection handling
• Excellent interpersonal and organization skills
• Respond professionally and accurately to requests received from a variety of clients

• Proficiency in Microsoft Office – Word, Excel, Power Point
• Proficiency or 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)
• 401(k) matching
• Cell phone reimbursement
• Disability insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• 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. WIQ considers a variety of factors when determining actual compensation including but not limited to 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 onsite attendance as needed
• Wellness IQ will make reasonable efforts to provide advance notice of travel requirements whenever practicable, though advance notice may not always be possible