CareerPlan

Small Business Sales Specialist - Dallas/Fort Worth

Dallas, TX, USFull-time$50k2026-10-22 → 2026-11-09
Hybrid

Core

Acquiring new small business clients (10-50 employees) by selling a comprehensive group benefits portfolio including life, disability, dental, vision, and supplemental health insurance.

Role type

Small Business Sales Specialist (IC)

Builds

Group benefits solutions for small businesses

Domain

Insurance / Employee Benefits

Required skills

Consultative selling, negotiation, prospecting, relationship management, sales strategy, market analysis, client outreach, deal closing, Salesforce proficiency

Preferred skills

Life/Health insurance license, benefits technology knowledge, group insurance experience

Technologies

Salesforce

Responsibilities

Prospect new clients and develop a book of business, create and execute strategic business plans, provide timely quotes, build relationships with brokers and agents, drive new business activities (calls, meetings, proposals), analyze broker scorecards, maintain accurate records.

Seniority

Entry-level to Mid-level, hands-on IC