Employee Benefits Sales Leader

This is a fully remote position, open to applicants in California.

📋 Description

• Identify, design, and execute sales strategies for the designated team.

• Set annual sales targets and objectives; assess producer performance and outcomes; generate regular reports comparing actual results with targets; take corrective measures as needed.

• Develop and oversee growth plans with each producer.

• Collaborate with Profit Center Leadership to formulate marketing strategies and establish sales and service standards.

• Proactively lead and engage in sales initiatives.

• Assist in identifying qualified prospects, conducting account surveys, and selling.

• Assess departmental recruitment needs and engage in recruiting producers.

• Oversee, train, and nurture the team.

• Implement training programs for new team members focused on insurance coverage knowledge, carrier products and services, and operational procedures.

• Optimize the use of Profit Center technology and explore advanced software solutions.

• Maintain relationships with carrier partners.

• Work together with Profit Center Leadership to address sales and service challenges.

• Communicate opportunities, trends, and carrier information to the team.

• Cultivate relationships with clients, vendors, and carriers to enhance retention.

• Engage in social, civic, trade, and industry organizations.

• Manage and retain the existing book of business while seeking new opportunities.

• Review and compile monthly analyses to measure progress toward objectives.

• Organize and lead sales meetings and participate in leadership discussions.

• Pursue ongoing personal and professional development.

⛳️ Requirements

• Valid Insurance Producers License.

• Over 10 years of experience in all facets of insurance, including agency management.

• More than 10 years of experience in a leadership role.

• Understanding of insurance coverages, contracts, and state regulations applicable to the business.

• Proficient in the Microsoft Windows environment, including Word, Excel, PowerPoint, and Publisher.

• Capable of creating, editing, and merging letters, spreadsheets, labels, etc.

• Proficient in utilizing office equipment such as copiers, printers, faxes, and binding machines.

• College degree in a business-related field (preferred).

🏝️ Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance

• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement

• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services

• Paid Time Off

• Holidays

• Preferred Partner Discounts

• Diversity, Inclusion & Belonging environment