Job Description
Overall Key Position Objective
The Senior Sales Executive (Worksite Marketing) is responsible for driving revenue growth through employee-benefits sales at the workplace, building strong employer partnerships, and leading end-to-end sales activities for corporate accounts.
Major Duties And Responsibilities
- Lead prospecting activities (cold-calling, networking, referrals, events) to build a strong pipeline of targeted employers and employee segments.
- Conduct needs analysis with HR and management to design suitable voluntary and employer-sponsored benefit solutions for employees.
- Prepare and deliver impactful presentations and enrollment talks (onsite/virtual) to employees, clearly explaining product features, coverage, and value.
- Manage the full sales cycle: quotation, proposal, negotiation, closing, documentation, and onboarding of new worksite schemes.
- Oversee renewal strategies for existing employer portfolios, ensuring high retention, cross-sell and up-sell of additional products or cover.
- Build and maintain strong, long-term relationships with key decision-makers (HR, finance, business leaders) and serve as their primary point of contact.
- Coordinate with internal teams (underwriting, marketing, operations, claims) to ensure smooth implementation, payroll processes, and service delivery.
- Monitor sales metrics, pipeline activity, participation rates and case profitability; prepare regular performance and forecast reports for management.
Stay current on competitors offerings, pricing and market practices to sharpen value propositions and sales tactics.
Provide guidance and on-the-job support to junior sales or enrollment staff involved in worksite campaigns where required.
Qualifications
Requirements
- Proven track record (typically 58 years) in B2B or worksite/employee-benefits sales, preferably in insurance, financial services, or HR benefits solutions.
- Strong consultative selling skills with the ability to engage senior HR and business leaders and influence stakeholder decisions.
- Excellent presentation, communication, and negotiation skills; comfortable addressing large employee groups and conducting one-on-one consultations.
- Solid understanding of group and voluntary benefits, or willingness and ability to rapidly learn product and regulatory requirements.
- Demonstrated ability to meet or exceed revenue and activity targets in a fast-paced, target-driven environment.
- Strong planning, time-management and CRM proficiency for tracking leads, activities, and outcomes.
- High level of initiative, accountability, and resilience, with a customer-focused and solutions-oriented mindset.
- Ability to work independently while collaborating effectively with cross-functional teams to deliver campaigns and enrolment exercises.
