Account Executive

Description

• Develop and execute a strategic sales plan to acquire new clients and expand the company's footprint in the employee benefits market.
• Identify and qualify potential prospects through proactive prospecting, networking, and referrals, leveraging industry knowledge and market insights to uncover opportunities.
• Conduct thorough needs assessments and consultative sales conversations with prospects to understand their business objectives, challenges, and employee benefits needs.
• Collaborate with internal teams, including underwriting, product development, and customer service, to develop tailored solutions that address clients' needs and differentiate Evans National from competitors.
• Prepare and deliver compelling sales presentations, proposals, and RFP responses that articulate the value proposition of Evans National's offerings and demonstrate a deep understanding of clients' needs.
• Negotiate terms and pricing agreements with clients, leveraging a consultative and value-based approach to drive mutually beneficial outcomes.
• Serve as the primary point of contact for clients, building strong relationships and providing exceptional service throughout the sales process and beyond.
• Monitor industry trends, competitor activity, and regulatory changes to identify opportunities and threats, and adjust sales strategies accordingly.
• Track sales activity, pipeline development, and revenue targets using CRM tools, and provide regular updates and forecasts to senior management.

Qualifications

• Bachelor's degree preferred but not required.
• Minimum of 5 years of experience in employee benefits or related field, with a proven track record of success in meeting and exceeding sales targets.
• Deep understanding of employee benefits products and services, including health insurance, retirement plans, voluntary benefits, and compliance requirements.
• Strong sales acumen and negotiation skills, with the ability to effectively communicate value propositions, overcome objections, and close deals.
• Excellent interpersonal and relationship-building skills, with the ability to establish rapport and credibility with clients at all levels.
• Self-motivated and results-oriented, with a demonstrated ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM software preferred.
• Industry certifications such as CEBS, CHRS, or REBC are a plus.