Sales Executive – Employee Benefits

Key Responsibilities

• Prospect and close new business opportunities through networking, referrals, industry associations, events, and sponsored opportunities.
• Manage and grow a personal book of business with the support of internal service teams.
• Lead account strategy on complex Employee Benefits clients, advising on coverage, program structures, and risk management.
• Maintain an active sales pipeline of 3x annual goal using CRM tools.
• Cross-sell across practice areas (P&C, Benefits, etc.) to maximize client value.
• Retain clients through consultative selling, problem-solving, and client education.
• Partner with carriers and internal teams on renewals, proposals, and program reviews.
• Represent the company professionally at industry and networking events.

Must-Haves

• 6 years of insurance agency sales experience in Employee Benefits (middle-to-large group, 100 lives).
• Minimum 3 years of tenure in one role (stable work history, no frequent job changes).
• Active Life & Health license (or ability to obtain within 60 days).
• Demonstrated producer/closer track record with consistent results.
• Proven relationship-builder with a consultative sales approach.
• Based in or willing to relocate to Chicago.
• Willingness to travel quarterly to HQ in South Bend, IN.

Preferred

• CEBS designation.
• Agency-side experience (carrier-side considered if strong producer background).
• Experience mentoring others, expanding into new markets, or leadership readiness.