This is a Sales Executive role specific to the Ohio region. Candidates are required to live in Ohio.

The Role
A Sales Executive (SE) is a pivotal in-market sales role at Beam Benefits. In this role, you will establish and expand partnerships with brokerages within your territory by focusing on building and nurturing lasting relationships. Your goal is to saturate the market with Beam’s presence, working closely with brokerages that align with our Ideal Broker Profile.

In some cases you will also support Beam’s national broker partners and general agency partnerships, ensuring alignment and maximizing Beam’s value across all channels.

You will use a variety of tactics (e.g., cold calling, email campaigns, web conferencing, and in-person networking) to build trust, educate brokers on Beam’s unique differentiators, and deliver exceptional value. You will be active in your market, attending events and networking opportunities to deepen relationships and expand Beam’s presence.

Your success lies in developing a balanced approach—prioritizing high-quality interactions while driving volume through new proposals to win clients. Your ability to drive repeat business and create long-term strategic partnerships will directly support your success and Beam’s continued growth.

What Makes You Successful

You develop a long-term strategy.
You focus on cultivating meaningful broker relationships and consistently aim for quality over sheer quantity both in relationships and in working your pipeline / sales opportunities. You adopt a forward-thinking mindset, always considering how to maximize value for brokers and Beam.
You are adaptable to change.
As part of a fast-growing company, you thrive in an agile and dynamic environment, embracing change as an opportunity to grow and innovate.
You are coachable.
You welcome constructive feedback and leverage resources provided by your Sales Director, Sales Enablement, and Revenue Operations to continuously improve and stay ahead of the curve.
You are a team player.
You actively contribute to Beam’s larger mission by executing new strategies, utilizing sales tools, and embracing talk tracks provided by Sales Leadership and Enablement. You share market insights to improve our go-to-market strategies.
You are accountable.
Metrics and activity tracking are tools you use to gauge success and stay aligned with goals. You see these as allies in driving both personal and team performance.
You are creative.
You think outside the box, bringing fresh ideas to the table and exploring innovative approaches. You maximize the use of tools and technology in standard and unconventional ways to achieve success.

Your Impact (what you will do)

Consistently meet or exceed assigned sales objectives, including monthly, quarterly, and annual booking targets, by executing the full Beam sales process
This includes broker prospecting, broker lead generation, qualifying opportunities, scheduling appointments, delivering presentations, understanding employer benefit challenges, developing solutions and proposals, forecasting & pipeline management, and overcoming objections
Execute Beam's repeatable sales process to rapidly develop new markets, with a focus on high-activity tactics such as emails, cold calls, and web demos
Establish and expand strong, productive relationships with independent and regional, and national brokerage partners, quickly converting those relationships into new Beam clients
Maintain accurate sales data to inform process improvements and create efficiencies within the team and across new markets
Stay informed about new product and feature launches, ensuring broker partners are up-to-date and equipped to succeed
Track and analyze activity and sales metrics to ensure alignment with goals
Regularly collaborate with sales leadership to identify trends and ensure both your territory and broker partners are progressing toward success
Use Salesforce to meticulously track all opportunities, leads, activities, forecasts, and related data to drive results and improve efficiency
Minimum 20% in-market travel required

Your Experience

3+ years Voluntary Benefits/ Ancillary sales experience in a high-volume role, with channel sales experience through employee benefits brokers and/or general agencies)
Must hold a valid Life & Health license at time of application
Experience selling dental, vision, life, disability, and/or supplemental health products
Ability to generate and analyze reports to optimize sales performance and enhance the purchasing experience for employee benefits brokers
Strong organizational skills combined with exceptional written and verbal communication abilities
Ability to quickly learn new ancillary product lines and adapt to dynamic sales processes and tools
Familiarity with Salesforce
A passion for developing relationships within the employee benefits broker community, with an emphasis on in-person engagement and rapport-building
Ability to travel up to 50% of the time within your assigned territory for in-person meetings and events

Training and Development

Beam provides an in-depth onboarding program designed to set you up for success, with ongoing coaching and resources to support your growth in the role
You’ll develop into a nimble sales researcher, highly skilled at discovery and adept at multi-threading to navigate complex sales processes effectively
Master industry-specific communication and sales techniques to effectively identify employee benefit broker needs, propose tailored solutions, and close deals with confidence
Gain expertise in Beam’s internal administrative tools and leverage the industry’s leading CRM platform, Salesforce, to manage your pipeline and maximize efficiency
Beam will cover the cost for you to obtain your Life & Health license, empowering you to become a trusted expert in dental, vision, life, disability, and supplemental health benefits, as well as Beam’s cutting-edge technology, to deliver exceptional value to employers and broker partners

The first-year total target compensation for this role is $150,000 - $175,000 (base salary + commission)

Compensation and Benefits:

Beam offers a competitive base salary paired with an attractive variable compensation structure.

Employees benefit from performance-based bonuses and incentives, along with a comprehensive benefits package that includes health, dental, and vision insurance. Additionally, Beam provides a 401(k) plan with company matching, flexible time off, and the opportunity to participate in the equity program.

The base pay actually offered will take into account internal equity and budget for the open position and also may vary depending on the candidate’s job-related knowledge, skills, and experience, among other relevant factors. This range does not include an estimated value for any benefits, bonus, or other incentives that may be applicable based on position.

About Beam Benefits

Beam was founded in 2012 by three engineers who saw the opportunity to modernize the dental benefits industry using technology. The first product was the Beam Brush, which was one of the earliest examples of the Internet of Things in healthcare.

Today, Beam Benefits is available in 40+ states and has expanded beyond dental. Beam is now simplifying and modernizing a robust suite of ancillary employee benefits through an intuitive digital platform, self-service tools, AI-powered pricing, support from Beam’s helpful representatives. This winning combination allows us to deliver a simple, smart, and wellness-focused experience for brokers, employers, and members.

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