Sales Executive - West

Position Summary:

The Sales Executive will thrive in a fast-paced, competitive environment and play a critical role in achieving company growth and revenue goals. This individual is responsible for prospecting, developing relationships, and closing new business while delivering a consultative sales experience to brokers, consultants, and employer groups. This person must be comfortable making/taking dozens of calls daily, developing partner channels, presenting in front of a group of people, generating and qualifying prospects as well as closing sales.

Major Responsibilities:

• Broker distribution and development
• Ability to present and sell to consultants or employer groups of any size
• Interpret, qualify, and professionally respond to Requests for Proposals (RFP’s)
• Maintain updated and accurate pipeline tracking and activity in CRM (e.g., Salesforce)
• Ability to cold call prospects and brokers
• Ability to present solutions via virtual and in-person meetings
• Effectively leverage company-approved AI tools, including Microsoft Copilot, as part of daily workflows and performance expectations to improve efficiency, organization, communication, and overall productivity

• Ability to be consultative in all things wellbeing
• Become expert in all ancillary wellness services that are offered and have the ability to provide strategic direction for prospects and current clients
• Able to generate new leads via broker and direct to end user sales channels
• Build and sustain positive relationships with the entire Wellness IQ staff
• Interact with staff, management and vendors to ensure operational efficiency and effectiveness
• Frequent travel is an essential function of this role and may include overnight, multi-day, and out-of-state travel for broker meetings, client meetings, conferences, trainings, and other business needs

Job requirements & Qualifications:

Education & Experience:

• College Degree Preferred
• 3+ years of Sales, Employee Benefits, or related experience, or any combination of education, experience and training that provides knowledge and abilities to perform the job
• Comfort with cold calling and objection handling
• Passion for Health and Wellness
• Insurance brokerage experience specifically in employee benefits preferred

Special Skills Required:

• Strong communication and presentation skills
• Consultative selling approach with ability to uncover client needs
• High level of motivation, resilience, and competitiveness
• Ability to manage multiple opportunities in a pipeline
• Relationship-building with both internal teams and external partners
• Comfort with cold outreach and objection handling
• Excellent interpersonal and organization skills
• Ability to respond professionally and accurately to requests received from a variety of clients

Computer Skills:

• Proficiency in Microsoft Office - Word, Excel, Power Point, etc.
• Experience with or willingness to learn Microsoft Copilot and other company-supported AI productivity tools
• Salesforce CRM experience preferred
• Proficiency in Teams, Zoom or other virtual presentation

Job Type: Full-time, exempt

Benefits:

• 401(k)
• 401(k) matching
• Cell phone reimbursement
• Dental insurance
• Disability insurance
• Health insurance
• Health savings account
• Life insurance
• Mileage reimbursement
• Paid time off
• Travel reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Pay Types:

• Salary - The salary range for this position is location-dependent and aligned with local market benchmarks and cost-of-living considerations. WIQ considers a variety of factors when determining actual compensation including but not limited to working location, level of experience, and relevant education.
• Variable compensation - Commission

Travel requirement:

• Travel may be required up to 50% of the time and may vary based on business priorities, sales opportunities, client needs, and territory demands
• Employees must maintain flexibility and availability for required travel, including occasional short notice travel and onsite attendance as needed
• Wellness IQ will make reasonable efforts to provide advance notice of travel requirements whenever practicable, though advance notice may not always be possible