Benefits Consultant

About the role

The Benefits Consultant is a sales-oriented position requiring advanced communication and negotiating skills, a thorough knowledge of group health and life products, and a proven ability to pursue and close sales developed through leads by bank personnel and one's own relationships.

Responsibilities

• Cultivate multiple referral sources and keep a pipeline of leads, and contact leads in a timely manner.
• Generate new sales through needs-based analysis and consultative approach to determine clients’ needs to meet group goals.
• Work with an Account Manager and team to obtain carrier quotes, prepare proposals and plan materials, and renew and enroll groups.
• Present proposals to clients and conduct open enrollment meetings with the account management team.
• Maintain up-to-date knowledge of products, regulations, and technology.
• Call on clients regularly to build and maintain ongoing relationships.
• Retain current business.
• Provide exquisite client service.
• Ensure that technology is current with prospect and pipeline information, group information, commission, and production credit.
• Oversee and manage team members.
• Provide opportunities for training and development to new hires and existing employees as necessary.
• Attend office and company meetings as necessary.

Requirements

• An active Virginia or North Carolina Life and Health license or ability to obtain within six months of hire.
• Excellent interpersonal skills and highly skilled in developing and fostering relationships with clients, insurance carriers, team members, and the community.
• Excellent verbal and written communication skills, with the ability to explain complex insurance concepts clearly and concisely.
• Detail-oriented with strong analytical and problem-solving abilities.
• Possess technical expertise plus good analytical and problem-solving skills.
• Professional appearance and attitude.
• Responsive engagement with clients, carrier representatives, Towne Benefits, and other Towne Bank team members.
• Strong decision-making ability.
• Must be dependable, reliable, and punctual.

Skills and Experience

• A successful candidate will have an active Virginia or North Carolina Life and Health license or ability to obtain within six months of hire, as well as the following:
• Excellent interpersonal skills and highly skilled in developing and fostering relationships with clients, insurance carriers, team members, and the community.
• Excellent verbal and written communication skills, with the ability to explain complex insurance concepts clearly and concisely.
• Detail-oriented with strong analytical and problem-solving abilities.
• Possess technical expertise plus good analytical and problem-solving skills.
• Professional appearance and attitude.
• Responsive engagement with clients, carrier representatives, Towne Benefits, and other Towne Bank team members.
• Strong decision-making ability.
• Must be dependable, reliable, and punctual.

Bonus points if you have

• Prior sales experience desired.
• A Bachelor's degree in business, finance, accounting, or marketing preferred.
• Two or more years of experience in the employee benefits or related industry preferred.
• Strong community relationships and areas of interest to complement insurance competency.

What We Offer

• Excellent growth and advancement opportunities.
• Competitive pay based on experience.
• Health, vision, dental, and Employee Assistance Program.
• Paid time off to include holidays, PTO, sick leave, and bereavement.
• Profit Sharing.
• Continuing education opportunities.
• 401K & Employer Matching.
• Tuition Reimbursement.
• Paid Training Opportunities.
• Paid Parental Leave.
• Wellness Plan.
• Volunteer Opportunities.