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 5-8 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.
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