Benefit Services Sales Executive

Job Description

Benefit Services Executive

P2

Summary/objective

The Benefit Services Executive drives growth of isolved Benefit Services through isolved''s network of benefit brokers, agencies, and account managers. This role sells and positions isolved''s benefit administration and compliance solutions, such as CHOICE (ICHRA), FSA, HSA, COBRA, leave management, and ACA, primarily through trusted broker and account manager relationships, and builds the partner pipeline that delivers long-term, recurring revenue growth.

Core Job Duties

• Build and manage a portfolio of benefit broker, agency, and account manager relationships, serving as the primary point of contact for isolved Benefit Services within those partners.
• Sell and position isolved Benefit Services solutions, such as CHOICE (ICHRA), FSA, HSA, COBRA, leave management, and ACA, to brokers, account managers, and their employer clients.
• Partner with brokers and account managers to identify employer opportunities and support the sales process, including needs analyses, proposals and quotes, presentations and demos, and participation in broker-led client meetings and renewals.
• Educate and train broker and account manager teams to confidently represent and sell isolved Benefit Services, including product updates, regulatory changes, and competitive differentiators.
• Prospect for new broker and agency partnerships through industry associations, conferences, referrals, and other networking activities.
• Identify cross-sell opportunities to pair Benefit Services with isolved HCM and payroll solutions and to expand within existing partner and client relationships.
• Manage pipeline, forecasts, and partner activity in the CRM, and work to achieve assigned revenue and partner growth goals.
• Collaborate with implementation, client service, compliance, and product teams to ensure smooth handoffs, onboarding, and ongoing partner and client satisfaction.
• Perform other duties as assigned.

Job Complexity

Developing professional expertise. Beginning to focus on attaining proficiency in one or more areas of their role. Applies company policies and procedures to resolve a variety of issues.

Interaction

Works on problems of moderate scope where analysis of situations or data requires a review of a variety of factors. Exercises judgment within defined procedures and practices to determine appropriate action. Builds productive internal/external working relationships.

Supervision

Normally receives general instructions on routine work, detailed instructions on new projects or assignments.

Experience

Typically requires a Bachelor''s degree and a minimum of 2 years of related experience; or an advanced degree without experience; or equivalent work experience.

Minimum Qualifications

• Strong verbal and written communication, presentation, facilitation, decision-making, organizational, and interpersonal skills.
• Experience in sales, business development, or account management, with a track record of building and maintaining professional relationships.
• Working knowledge of employee benefits and a willingness to quickly learn consumer-driven and compliance-based benefit products.
• Strong troubleshooting and problem-solving skills in a fast-paced environment.
• Strong knowledge of Microsoft Word, Excel, and PowerPoint, and comfort working in a CRM.
• Valid driver''s license.
• Experience selling through benefit brokers, agencies, consultants, or other channel partners is preferred.
• Hands-on knowledge of consumer-driven and compliance benefit solutions, such as ICHRA, FSA, HSA, COBRA, leave management (FMLA and state leave), and ACA reporting, is preferred.
• Familiarity with the regulatory landscape that drives benefit services, including ERISA, ACA, COBRA, FMLA, and IRS rules, is preferred.
• Experience in human capital management (HCM), payroll, or benefits administration technology is preferred.
• Existing relationships within the benefit broker community are preferred.

Physical Demands

Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 15 pounds.

Travel Required

Yes, up to 15% domestic travel may be required.

Work Authorization

Employee must be legally authorized to work in the United States.

FLSA Classification

Exempt

Location

Any

Effective Date

10/7/2026

Internal Job Title

Benefit Services Executive

About isolved

isolved is a provider of human capital management (HCM) solutions that help organizations recruit, retain and elevate their workforce. More than 195,000 employers and 8 million employees rely on isolved''s software and services to streamline human resource (HR) operations and deliver employee experiences that matter. isolved People Cloud is a unified yet modular HCM platform with built-in artificial intelligence (AI) and analytics that connects HR, payroll, benefits, and workforce and talent management into a single solution that drives better business outcomes. Through the Sidekick Advantage, isolved also provides expert guidance, embedded services and an engaged community that empowers People Heroes to grow their companies and careers. Learn more at www.isolvedhcm.com.