Sales Executive, Employee Benefits

Sales Executive, Employee Benefits - Job Description

Position Summary

The Sales Executive, Employee Benefits is responsible for driving new business development, expanding client relationships, and contributing to revenue growth within the Employee Benefits division. This role blends strategic prospecting with hands-on sales execution, serving as a client-facing advisor who identifies opportunities, delivers tailored solutions, and supports RCM&D's broader growth strategy. The position plays a critical role in advancing market presence, strengthening client partnerships, and aligning solutions to client needs.

Key Responsibilities

Functional Leadership & Ownership

• Owns the development and execution of a personal sales pipeline and territory strategy.

• Acts as a subject matter resource on employee benefits solutions and market positioning.

• Drives accountability for achieving individual sales and growth targets.

• Develops and maintains strong relationships with prospects, clients, and internal stakeholders.

Hands-On Execution & Delivery

• Generates and qualifies leads through networking, research, and industry engagement.

• Conducts prospect meetings, presentations, and solution demonstrations.

• Collaborates across divisions to deliver integrated solutions and cross-sell services.

• Executes all aspects of the sales cycle from prospecting through close.

Reporting, Quality & Operational Support

• Maintains accurate pipeline tracking, forecasting, and CRM data.

• Ensures quality and consistency in proposals, presentations, and client deliverables.

• Monitors performance metrics and adjusts strategies to meet goals.

Cross-Functional Partnership & Integration

• Partners with internal teams to align solutions with client needs.

• Supports seamless handoffs to service and account management teams.

• Contributes to a collaborative team environment focused on client success.

Growth, Change & Special Initiatives

• Identifies new market opportunities and contributes to strategic growth initiatives.

• Supports expansion into targeted industries and geographic regions.

Process Improvement & Best Practices

• Stays current on industry trends, competitors, and market dynamics.

• Identifies opportunities to improve sales processes and client engagement approaches.

Accountability

• Achieving sales goals and contributing to overall revenue growth.

• Maintaining strong client relationships and delivering high-quality service.

• Demonstrating ownership of pipeline management and sales outcomes.

• Collaborating effectively across teams to deliver client solutions.

Qualifications

Required

• 2-7 years of sales experience or relevant insurance industry experience.

• Proven ability to generate leads and close new business.

• Strong networking presence in PA, MD, DC, or VA markets.

• Ability to build relationships and influence decision-making.

Preferred

• Bachelor's degree in business or related field.

• Experience in employee benefits, insurance brokerage, or related industry.

• Life and Health insurance license.

• Experience with Applied EPIC or similar systems.

Key Competencies

• Ownership & Accountability

• Relationship Building & Collaboration

• Business Development & Sales Acumen

• Strategic & Market Awareness

• Adaptability & Initiative