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

About WELLNESS IQ, INC.

WellnessIQ was formed in 2007 to introduce a results-oriented approach to the management of employer sponsored wellness initiatives. The exponential growth of the company has identified WellnessIQ as a national leader in the wellness and benefits markets. An integrated portfolio of solutions includes a selection of nationally acclaimed wellness providers with the technology and account management needed to promote employee engagement and measurable results. 

Here at WellnessIQ, we believe that our employees are our greatest asset. By taking care of this asset, we create an environment that is a healthy and happy place to support, in full support of supporting our clients in the same. Our team values the relationship with our clients and we’re here to help you. 

WellnessIQ is looking for people with a passion for Wellness to join our team.  Our goal is to marry this passion with a team of individuals who are also as excited as we are in supporting our client's initiatives to improve company-wide behavior change in physical and emotional health.