Account Executive

Job Description

Group Benefits Sales Executive

Overview:

The Group Benefits Sales Executive is responsible for driving new business and revenue growth by promoting comprehensive group insurance and employee benefits solutions—including Health, Dental, Disability, Life, Retirement, and Wellness plans—to small, mid-sized, and large employers. This role involves strategic prospecting, building strong client relationships, conducting needs assessments, and delivering tailored solutions to key decision-makers such as HR leaders, CFOs, and business owners.

Key Responsibilities:

Business Development & Prospecting

• Conduct discovery meetings to understand employers’ benefits needs, challenges, and budget constraints.

• Present customized benefits packages, including group Health, Dental, Life, Disability, Retirement, and Wellness plans.

• Prepare and deliver formal proposals, presen...