Account Executive

Job Description

We are seeking a results-oriented Account Executive – Voluntary Benefits to join our growing sales team. In this role, you will be responsible for driving the growth and adoption of voluntary benefits programs within a defined client portfolio. You will work closely with prospective clients to understand their needs, present tailored voluntary benefits solutions, and close sales opportunities. This is a client-facing role that requires excellent sales acumen, strong communication skills, and the ability to build and maintain relationships with HR professionals, benefits managers, and C-suite executives.

• Identify and prospect new business opportunities within the voluntary benefits space by targeting companies looking to enhance their employee benefits offerings – both from our existing platform clients & net new companies
• Build and maintain a pipeline of qualified leads through cold calling, networking, referrals, and other business development strategies.
• Conduct initial meetings with HR professionals, benefits consultants, and decision-makers to understand their employee benefits challenges and identify opportunities for voluntary benefits solutions.
• Develop and deliver customized presentations, proposals for our P&C and Supplemental Health voluntary benefits solutions.
• Work with clients to identify their specific needs and present tailored voluntary benefits packages that align with their organizational goals and employee demographics.
• Work directly with carriers to obtain the best pricing and service offerings tailored to companies/ workforce.
• Lead negotiations with prospective clients, overcoming objections and ensuring that all contractual terms are aligned with company objectives.
• Close sales in a timely and efficient manner, ensuring that all contractual agreements, paperwork, and internal processes are completed correctly.
• Meet or exceed sales quotas and performance targets, driving both new business and revenue growth for the voluntary benefits division.
• Stay up to date on trends and developments in the voluntary benefits and employee benefits landscape, including new products, services, and regulatory changes.
• Provide clients with thought leadership and expert advice on how voluntary benefits can be integrated into their total rewards strategy.
• Leverage knowledge of competitors’ offerings to differentiate our solutions and highlight the advantages of working with our company.
• Maintain accurate and up-to-date records of all sales activities, client interactions, and progress within the CRM system (e.g., Salesforce).
• Provide regular sales forecasts, pipeline updates, and performance reports to management.
• Track and report on key metrics, such as lead generation, conversion rates, and sales revenue, to ensure performance goals are being met.

Qualifications

• Bachelor’s degree in Business, Marketing, Human Resources, or a related field.
• 5+ years of sales experience, ideally in employee benefits, voluntary benefits, insurance, or a related field.
• Proven track record of success in B2B sales, with experience selling complex solutions to HR professionals, benefits managers, or senior decision-makers.
• Familiarity with voluntary benefits products, such as life insurance, disability insurance, accident coverage, critical illness insurance, and other supplemental benefits, is highly desirable.
• Strong proficiency with CRM software (e.g., Salesforce) and MS Office Suite (Excel, PowerPoint, Word).
• Ability to create and deliver compelling sales presentations and proposals to executive-level clients.
• Ability to travel as needed up to 20%.
• Hold licenses for Property & Casualty (P&L) and Life & Health licenses

Compensation Range (OTE): $90k - $120k / year

EBG uses an Automated Employment Decision Tool in our hiring process for NY positions to evaluate candidates' job-relevant skills and qualifications. The AEDT is in effect beginning March 8, 2025. This tool serves only as one component of our assessment and review process. A human hiring manager or company representative always makes the final hiring decision. Our AEDT has undergone an independent bias audit available for review at AEDT Bias Report .  For information about assessment methods accommodations please email [email protected]. For information about data collection and retention practices, please see our privacy policy at https://ebgsolutions.com/applicant-privacy-policy

Additional Information

Entertainment Benefits Group offers outstanding employee benefits including:

• Medical, Dental & Vision
• 401k Match
• Short Term Disability, Long Term Disability (Company Paid)
• Basic Life and AD&D (Company Paid)
• Additional Voluntary Benefits (additional life, legal, critical care, and more)
• 3 Weeks of PTO + 5 Personal Days
• Paid Holiday Break from Christmas to New Year
• Paid Holidays
• Fitness Reimbursement
• Annual Day of Giving
• Company Bonus Program
• Share in the FUN! EBG gives $1000 per year in Tickets-At-Work gift cards to full-time employees to experience and enjoy the savings marketplace!

The statements contained herein reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required, and the scope of responsibility, but should not be considered an all-inclusive listing of work requirements. All your information will be kept confidential according to EEO guidelines.