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Unison Risk Advisors

Sales Executive, Employee Benefits

Remote — United States (see country and timezone requirements)

Check who can apply and the requirements below before continuing.

Job description

Sales Executive, Employee Benefits

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

Compensation & Benefits

Compensation

Base Salary: $60,000–$175,000 annually, depending on experience, qualifications, and transferable book of business.

Additional Compensation: This position is eligible for incentive compensation on qualifying new business.

Benefits

Eligible employees are offered a comprehensive benefits package that includes:

Medical, dental, and vision insurance

Employer-provided life and disability insurance

Paid time off, paid holidays

Applicable paid and unpaid leaves

401(k) retirement savings plan

Originally posted on Himalayas

Who can apply

Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.

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