What are the responsibilities and job description for the Sales Executive, Group and Voluntary Benefits, NorCal (TRAVEL+REMOTE) position at Equitable?
About The Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859.
Equitable is seeking a driven Sales Executive to join our Employee Benefits team! In this role, you’ll promote our Group and Voluntary Benefit solutions to general agents, brokers, and employers—backed by our fully cloud‑based, no‑legacy‑systems platform that delivers a truly frictionless enrollment and new‑business experience.
Partner with regional and national distribution leaders to accelerate prospecting and sales across the Northern California market which includes Fresno and San Luis Obispo north to the Bay Area and Sacramento. This is a remote, home‑office position with 50–75% travel within your territory. Be part of a modern, fast‑moving team shaping the future of Employee Benefits and simplifying the complex. We are “Powerfully Simple”.
What You’ll Be Doing
The base salary for this position is $60,000. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
Required Qualifications
What You Will Bring
Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
Creativity: Knowledge of the approaches, tools, and techniques for promoting creative, original thinking and ability to apply it to a variety of business situations.
Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
Territory Management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s).
About Equitable
At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.
Primary Location
UNITED STATES-Remote
Other Locations
UNITED STATES-CA-Fresno, UNITED STATES-CA-Gold River, UNITED STATES-CA-WALNUT CREEK, UNITED STATES-CA-ORINDA, UNITED STATES-CA-RANCHO CORDOVA, UNITED STATES-CA-San Francisco, UNITED STATES-CA-MONTEREY, UNITED STATES-CA-San Rafael, UNITED STATES-CA-PETALUMA, UNITED STATES-CA-SONOMA, UNITED STATES-CA-Irvine, UNITED STATES-CA-Concord, UNITED STATES-CA-MENLO PARK, UNITED STATES-CA-San Mateo
Schedule
Full-time
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859.
Equitable is seeking a driven Sales Executive to join our Employee Benefits team! In this role, you’ll promote our Group and Voluntary Benefit solutions to general agents, brokers, and employers—backed by our fully cloud‑based, no‑legacy‑systems platform that delivers a truly frictionless enrollment and new‑business experience.
Partner with regional and national distribution leaders to accelerate prospecting and sales across the Northern California market which includes Fresno and San Luis Obispo north to the Bay Area and Sacramento. This is a remote, home‑office position with 50–75% travel within your territory. Be part of a modern, fast‑moving team shaping the future of Employee Benefits and simplifying the complex. We are “Powerfully Simple”.
What You’ll Be Doing
- Develop and maintain strategic business relationships with brokerage firms, consulting houses, General Agencies (GA’s) and PEOs
- Meet or exceed activity goals as it relates to new client meetings, quote activity, relationship management and annual premium sales goals
- Responsible for generating proposals for Group Life, Dental, Disability, Vision, Critical Illness, Accident, & Hospital Indemnity and State Paid Family Medical Leave (PFML) clients in target market of 20-500 lives in designated territory
- Provide consultative analysis and recommendations to distribution channel partners and prospective clients
- Construct and maintain a business plan for your designated territory based on sales and strategic initiatives
- Build long-lasting, mutually beneficial relationships with external contacts and internal departments to create a better customer experience
- Meet or exceed assigned premium, proposal activity and meeting targets monthly, quarterly and annually
- Coordinate and track client events, meetings, appointments, and conferences
- Coordinate with the Regional Account Manager on the delivery of all proposals
- Remain current on company offerings and industry trends through market research, business area meetings, conferences, and industry events
The base salary for this position is $60,000. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
Required Qualifications
What You Will Bring
- 3 years of experience and documented success in sales or marketing within the Group Insurance (Employee Benefits Life, Dental, Disability, Vision, Critical Illness, Accident, & Hospital Indemnity and Paid Family Medical Leave)
- Group Insurance sales experience within Northern California
- Life and Health Insurance state licenses specific to CA
- A self-motivated, driven individual who is goal oriented and able to take ownership of assigned territory to develop strong, long-term relationships
- Exceptional Communication skills
- Demonstrated ability to develop trust and credibility easily and quickly, with exceptional communication skills
- Thorough understanding of Equitable Employee Benefits product portfolio and the benefits each one offers
- Ability to partner with local, regional and national service/account management, underwriting and home office personnel
Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
Creativity: Knowledge of the approaches, tools, and techniques for promoting creative, original thinking and ability to apply it to a variety of business situations.
Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
Territory Management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s).
About Equitable
At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.
Primary Location
UNITED STATES-Remote
Other Locations
UNITED STATES-CA-Fresno, UNITED STATES-CA-Gold River, UNITED STATES-CA-WALNUT CREEK, UNITED STATES-CA-ORINDA, UNITED STATES-CA-RANCHO CORDOVA, UNITED STATES-CA-San Francisco, UNITED STATES-CA-MONTEREY, UNITED STATES-CA-San Rafael, UNITED STATES-CA-PETALUMA, UNITED STATES-CA-SONOMA, UNITED STATES-CA-Irvine, UNITED STATES-CA-Concord, UNITED STATES-CA-MENLO PARK, UNITED STATES-CA-San Mateo
Schedule
Full-time
Salary : $60,000