Regional Sales Representative

Optimyl Benefits

$125K — $250K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of B2B sales or broker distribution experience
  • Active Life & Health license or ability to obtain
  • Self-motivated and proactive with strong follow-through
  • Excellent verbal and written communication skills
  • Highly organized in managing multiple priorities
  • Proven track record in executing sales strategies

Responsibilities

  • Make 40+ outbound calls daily to targeted brokers
  • Introduce brokers to Optimyl's offerings and strategies
  • Train brokers on Optimyl's sales tools and processes
  • Provide ongoing support with quoting and implementation
  • Collaborate with brokers on selling strategies
  • Communicate updates on product offerings and changes
  • Track group-level data and activities in the CRM

Benefits

  • Competitive compensation
  • Comprehensive health coverage (medical, dental, vision)
  • Employer-paid life insurance and disability coverage
  • 401(k) retirement plan with employer match
  • Generous paid time off and company holidays
Full Job Description
About the role

The Regional Sales Representative is responsible for generating targeted, profitable sales volume through the regional broker community and reports to the Regional Vice President of Sales. The role focuses on prospecting, training, and supporting a network of independent health brokers selling Optimyl's products.

This is a full-time, in-office role based in Phoenix, AZ.

What you'll do

  • Make 40+ outbound calls daily to targeted brokers in the market space.
  • Introduce brokers to Optimyl's offerings, including plan design, cost-containment strategies, and network flexibility.
  • Train brokers on Optimyl's positioning, quoting tools, and sales process.
  • Provide ongoing, white-glove support through quoting, underwriting, and implementation.
  • Collaborate with brokers to develop effective selling strategies for their employer clients.
  • Communicate updates on product offerings, rate changes, and network configurations.
  • Build strong working relationships with Account Management for seamless implementation.
  • Track group-level data and activities in the CRM for accurate forecasting and reporting.
  • Meet daily activity metrics and provide market feedback to the RVP.
  • Travel within the region (15-20%) to deepen broker relationships and support key opportunities.

Ideal Profile

  • 2+ years of B2B sales or broker distribution experience.
  • Active Life & Health license in your state or the ability to obtain once onboarded.
  • Self-motivated and proactive, with the ability to operate independently with strong follow-through.
  • Excellent verbal and written communication skills, with confidence in phone and in-person selling.
  • Highly organized with the ability to manage multiple priorities and shifting timelines.
  • Track record of executing sales strategies and influencing client decision-making.

Compensation

  • Total Compensation: Salary + Commission + Bonus
  • Target Annual Compensation: $125,000 - $250,000
  • First-Year Expected Income: $70,000 - $85,000
  • Incentives: All-inclusive sales trips for top performers

Benefits include:

  • Competitive compensation
  • Comprehensive health coverage (medical, dental, vision)
  • Employer-paid life insurance and disability coverage
  • 401(k) retirement plan with employer match
  • Generous paid time off and company holidays

We support growth through hands-on learning, exposure to new challenges, and opportunities to expand responsibilities as the company evolves.

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