Benefits Sales Executive

This is a fully remote position, open to applicants in Tennessee.

📋 Description

• Act as the primary relationship manager for assigned broker firms.

• Increase broker headcount by showcasing the value proposition of CRC Benefits.

• Enhance understanding of broker firms and their business portfolios to maximize revenue growth.

• Recruit and train new agents for BenefitMall.

• Formulate revenue growth strategies in collaboration with agents and brokers.

• Oversee sales and retention efforts within a collaborative team environment.

• Lead PODs that service agents’ and brokers’ accounts.

• Provide education and training to agents regarding carrier administrative processes, product availability, and customer value.

• Conduct strategy calls addressing priority topics, quote volumes, and renewal initiatives.

• Utilize internal systems such as Salesforce and Zoom for tracking activities and metrics.

• Promote to agents and brokers to foster client business placements.

• Organize in-field sales and retention efforts to finalize sales, renew cases, and introduce new products.

• Develop agency strategies aimed at promoting technology adoption and reducing manual processes.

• Collaborate with partner carrier resources.

• Maintain confidentiality standards.

• Address conflicts, resolve issues, and provide feedback to management.

⛳️ Requirements

• High School Diploma or GED equivalent (mandatory).

• Minimum of 3 years’ experience in a relevant insurance/employee benefits medical sales position (essential).

• Active Life & Health License must be secured within 90 days of employment.

• Extensive knowledge of group insurance products, preferably gained through experience in insurance marketing or sales.

• Proficient in Microsoft Office applications, particularly Word, Excel, and Outlook Exchange.

• Comfortable using web browsers, especially Google Chrome.

• Fluency in the English language (required).

• Successful candidates must reside in and hold a license for Memphis, TN, and live in the greater Memphis area.

• Willingness to occasionally work extended hours during peak periods.

• Capacity to lift up to 25 lbs.

🏝️ Benefits

• Recognition as a Top Workplaces USA award recipient.

• Comprehensive medical insurance.

• Dental insurance coverage.

• Vision insurance options.

• Life insurance benefits.

• Disability insurance offerings.

• AD&D insurance available.

• Tax-advantaged savings accounts.

• 401(k) plan with company matching.

• Paid company holidays.

• Vacation days provided.

• Sick leave policy.

• New parent leave offered.

• Eligibility for restricted stock units (for qualifying positions).

• Deferred compensation plan available (for qualifying positions).