Demo

Regional Sales Executive

OneDigital Investment Advisors LLC
Arcadia, CA Remote Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 4/9/2025

Our Newest Opportunity :

Summary :

The Regional Sales Executive is responsible for identifying and developing new business opportunities via strategic brokerage relationships and closing sales to achieve aggressive sales goals. The Regional Sales Executive works closely with and in partnership with Brokers and Brokerage Firms. This is an executive sales position that requires strategic thinking. Key requirements of the job are well established and expansive relationships across a broad cross section of brokers, as well as effective communication, listening, and strategic selling skills.

Essential Duties and Responsibilities (include but are not limited to) :

  • Identifies, prospects and closes new business via existing relationships, referrals, networking sources, and organic prospecting
  • Works closely with sales leadership team to strategically nurture and cultivate prospects
  • Closes sales and meets or exceeds aggressive annual revenue goals
  • Builds rapport and business relationships quickly and effectively via face-to-face and phone, social media, blogs, and other thought leadership opportunities
  • Educates prospects on business trends, compliance, and product evolution
  • Manages sales pipeline and sales activities via company database (Microsoft CRM)
  • Conduct regular stewardship meetings with broker partners
  • Establishes carrier relationships

Qualifications, Skills and Requirements :

  • Must possess the ability to forecast opportunities and penetrate new business on a daily basis
  • Possess excellent written and verbal communication skills
  • Ability to articulate the company’s value proposition and capabilities
  • Have a great attitude, strong work ethic, be ethical, and punctual
  • Have the ability to thrive in a fast-paced environment
  • Possess highly effective consultative selling skills
  • Ability to work in a team environment
  • Organizational skills and ability to multi-task prioritize and achieve sales objectives
  • Strong Negotiation Skills
  • Education, Training and Experience :

  • 10 years’ Group sales experience preferred; 7 years’, required
  • Top 20% in prior sales organization, Top 10% preferred among national ancillary carriers
  • Extensive knowledge of ancillary benefits products, required
  • Bachelor’s degree, preferred
  • Other :

    Insurance License required

    The typical base pay range for this role nationwide is $150,000.00 to $175,000.00 per year.

    Salary : $150,000 - $175,000

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