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Benefit Sales Executive

Company: BenefitMall
Location: Palo Alto
Posted on: May 3, 2021

Job Description:

At BenefitMall, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, BenefitMall earned a 2021 Top Workplaces USA award based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, BenefitMall could be the place. Find out today!


We need the right ambitious Benefit Sales Executive who will focus on establishing business with new brokers while growing sales within current broker firms. You will develop an intimate knowledge of the broker firms and broker books of business to leverage BenefitMall capabilities to maximize revenue growth.

  • Recruit and train new agents to BenefitMall by promoting BenefitMall’s unique experience through deep, trusted relationships powered by the industry’s best technology solutions.
  • Work with agents/brokers to develop revenue growth strategies focused on increased sales activity, increased products per customer, and expanded understanding of BenefitMall’s specialized services.
  • Work effectively in a team sales environment and coordinate all sales and retention activity as needed to assure the fastest, easiest, and most trusted benefits selling experience.
  • Lead POD to service agents/brokers’ business and encourage them to grow their clients’ business by:
    • Educating and training agents on carrier administrative procedures, product availability, and the value each brings to the customer.
    • Hosting strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary.
    • Utilizing internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics.
  • Effectively market to agents/brokers and encourage them to place their clients’ business with us by:
    • Coordinating necessary in-field sales and retention activity to close sales, renew cases and add products to in-force customers. Provide “just in time” sales expertise to maximize results.
    • Developing strategies with targeted agencies to drive technology adoption to assure the elimination of manual processes and adherence to safe, secure electronic transfer of data.
  • Coordinate with partner carrier resources as needed to maximize results.

  • HS Diploma or GED equivalent required. Associates degree preferred.
  • 3+ years’ experience in a related insurance/employee benefit medical sales role.
  • In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role.
  • Active Life & Health License must be obtained within 90 days of employment.
  • Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.

At BenefitMall, we believe a company is only as good as its investment in an employee’s future. We offer professional growth and tuition reimbursement, a rewarding wellness program, and numerous employee discount programs. In addition to our family centered, casual work environment, joining our team means receiving competitive compensation, comprehensive health benefits, paid time-off, employer-paid holidays, and 401(k) match.


When you join BenefitMall, you aren’t just starting a new job, you become an important part of our growing and collaborative team. With over 40 years of providing benefits services nationally, BenefitMall is an industry-leader dedicated to offering top-notch solutions to our clients.


We are an EOE F/M/D/V


BenefitMall provides equal employment opportunities to all employees and applicants for employment without regard to race, color creed, religion, sex, national origin, age, citizenship, disability, veteran status or any other protected status. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.

Keywords: BenefitMall, Palo Alto , Benefit Sales Executive, Other , Palo Alto, California

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