Sales Executive - Texas (remote)

Company Overview:

Want to join a growing, winning team and work for a company selected both locally and nationally as a Best Place to Work that dreams big, innovates, and has fun? Healthy lives are at the heart of what we do, which is why our organization has been named as a 2022 and 2023 Healthiest 100 Workplaces in America. If you have a strong record of putting customers first, sharing ideas, collaborating with others who enjoy a fast-paced, fun, and engaging environment, we want to learn more about you!

At Surency, we strive for excellence in everything we do while living well through a holistic culture of health and wellness. We earn customer trust and loyalty every single day. We put the user first – their needs drive our innovative solutions. We strive to be inclusive, curious, and collaborative and we care about and support our community.

How We take Care of Our People:

  • A diverse, fun, and engaging workplace that feels like a small and close-knit community that will make you feel at home while you are at work!
  • “You” time:  we offer paid vacation, sick time, personal time, holidays, floating holidays, your birthday off with pay, and paid volunteer time for you to give back to a non-profit of your choice.
  • Top-notch health benefits:  we offer best in class health, dental, vision, and supplemental plans.
  • Competitive compensation package that includes an annual bonus and merit increase.
  • 401(k) plan with company match and additional contribution for those who are eligible.
  • SupportLinc: 24/7, 365 Employee Assistance and Wellness program for you and everyone in your household.
  • Career growth: Education/tuition assistance, corporate memberships, seminars, lunch and learns, etc.
  • Healthy Workplace: Gym membership benefits. The Culture and Wellness Committees plan various fitness and healthy habits challenges, cooking demonstrations, mental health seminars, social and volunteer engagement opportunities, and more.

Position Overview:

Surency is looking for a Sales Executive in Texas. Surency provides straightforward reimbursement accounts, vision insurance and COBRA administration. We are proud to offer plans that are easy to use and understand.


  • Attains monthly and annual sales quotas across multiple new lines and upsells additional lines of business in our existing groups in Texas.
  • Develops statewide sales plans, establishes sales priorities, and executes multi-channel sales strategies across two states.
  • Prospects for business through networking and lead generation.
  • Analyzes the business, competitive environment, challenges and needs of sophisticated brokers and complex prospects in a wide variety of states, industries, and geographies. Responsible for establishing, maintaining, and expanding relationships with existing brokers, groups, and customers.
  • Responsible for establishing, maintaining, and expanding relationships with existing brokers, groups, and customers.
  • Customizes complex business solutions to meet each prospect’s needs while having a strong knowledge of the customer’s business and our products, services, and capabilities.
  • Ensures that customer, broker, and prospect’s needs are addressed and resolved quickly, personally, and responsively.
  • Coordinates with the Implementation Specialist to manage implementation of new customer accounts.
  • Provides weekly sales reports and ensures all sales activities, quotes and sales are entered on a daily and weekly basis.
  • Tasks may include working with the Implementation Specialist and multiple internal departments to ensure smooth new group transitions.


  • College degree required. Sales, marketing, business, or education field is preferred. Requires life and health insurance license for all states in which the sales executive sells products.
  • A minimum of two years’ experience in sales is required. Experience in selling service-related products is preferred.
  • Excellent written and verbal communication skills required.
  • Ability to work independently required.
  • Negotiation, selling to customer’s needs, relationship-building, managing process, developing budget required.
  • Knowledge of sales and the insurance industry is preferred.
  • Ability to travel frequently required.


Surency is an equal opportunity employer. 

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