Regional Sales Representative

About the Role

Optimyl Benefits is seeking a Regional Sales Representative to drive profitable growth by developing durable broker partnerships in the small group market. This is a full-time, in-office role based in Phoenix, AZ.

Key Responsibilities

• Cultivate relationships with an assigned deck of licensed life and health brokers through calls, virtual meetings, and in-person visits.
• Introduce brokers to Optimyl's small group product offerings and train them on our product positioning and sales process.
• Design small employer healthcare proposals and provide consultative solutions to broker partners.
• Deliver best-in-class support across the full sales cycle, from quote through implementation.
• Keep brokers informed of product changes, rate changes, network configurations, and broader industry trends.
• Build strong working relationships with Account Management, Sales Operations, and Underwriting to ensure seamless implementation.
• Maintain accurate pipeline and activity records in the CRM to support reliable forecasting and reporting.
• Provide market intelligence and business feedback to the Regional Vice President and senior leadership.

Requirements & Tech Stack

• Consistent outbound activity, including 40+ calls per day.
• Virtual and in-person meetings with licensed life and health brokers.
• In-office presence, five days per week.
• Regional travel required (approximately 15-20%).
• CRM for pipeline and activity tracking.

Qualifications

• Professional background built around high-volume, structured interaction with people.
• Self-motivated, with the ability to work independently and consistently meet daily activity goals.
• Strong verbal and written communication skills, including a professional telephone presence.
• Comfortable presenting solutions to decision makers and performing under pressure.
• Effective organizational and time management skills.
• Motivated by performance-based compensation and clear, measurable goals.
• Able to obtain a life and health license (Optimyl pays for this).
• Resides in or within 35 miles of Phoenix, AZ.

Compensation

• Total Compensation: Base Salary Plus Commission
• Target Annual Compensation: $175,000 - $225,000+
• First-Year Expected Income: $70,000 - $90,000
• Incentives: All-inclusive sales trips for top performers

Training and Development

• Licensing: Optimyl covers the full cost of obtaining your life and health license, including study materials and examination fees.
• Structured onboarding covering company, systems, product, industry landscape, and market.
• Multi-week formal training program: product, broker sales process, effective call mechanics.
• Rookie Camp: Training alongside a cohort of peers.
• Continuous coaching from manager.