Employee Benefits Sales Advisor

This is a fully remote position, open to applicants in Arizona, +1 more state.

📋 Description

• Achieve yearly revenue targets through consultative sales to new clients and the expansion of service offerings to existing clients

• Exhibit thought leadership and engage with the industry through associations and participation in speaking panels

• Create an annual personal sales strategy that aligns with company metrics and includes pipeline coverage

• Establish a robust pipeline of qualified prospects through personal connections, client referrals, targeted prospect campaigns, colleagues, and marketing initiatives

• Record new business activities in the designated systems

• Secure new business and document both successful and unsuccessful opportunities along with their reasons

• Develop and deliver client recommendations utilizing a consultative selling methodology

• Evaluate and identify client risk challenges, needs, and hard-to-insure exposures

• Recommend and assist with technical services, including loss control and claims advocacy programs

• Transition sold clients to the assigned client service/account management teams

• Act as a trusted advisor and cultivate strategic relationships with key client decision-makers

• Convey market trends, competitor insights, and business intelligence to leadership

• Carry out other assigned projects, duties, and responsibilities

⛳️ Requirements

• A Life and Health License from the state of domicile is mandatory and must be maintained

• At least 2+ years of sales experience in the insurance sector, specifically in Employee Benefits coverage, is essential

• A college degree is preferred, with a preference for candidates possessing experience in Risk Management

• Strong networking abilities and a strategic vision for building relationships and leveraging Centers of Influence (COI)

• Exceptional PowerPoint and presentation skills for both in-person and teleconference/webinar sessions

• Comprehensive understanding of complex employee benefits lines of coverage

• Excellent written and verbal communication abilities

• Advanced proficiency in Microsoft Office, particularly Excel, PowerPoint, and Word

• Computer literacy and the capability to learn new software applications

• Strong working knowledge of insurance markets, products, usages, and insurance rating and underwriting processes

• A valid driver’s license is required

• Willingness to travel to client locations with reliable transportation

• Capability to prioritize and manage multiple tasks in a fast-paced work environment

• Ability to work autonomously as well as collaboratively within a team

🏝️ Benefits

• Competitive compensation

• Family health and wellness programs

• 401K plan

• Employee assistance programs

• Paid time off

• Paid holidays

• Opportunities for career advancement and development

• Eligibility for a discretionary annual incentive program