Jobs · North Carolina

Benefits Consultant

Towne Insurance · Charlotte, NC · Yesterday
HybridFull-time

Towne Insurance is seeking a Benefits Consultant to join our North Carolina team. This role requires advanced communication and negotiation skills, a deep understanding of group health and life products, and the ability to pursue and close sales.

About the Role

  • Cultivate multiple referral sources and keep a pipeline of leads, contacting leads promptly.
  • 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 and 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.

Skills and Experience

  • An active Virginia or North Carolina Life and Health license or ability to obtain within six months of hire.
  • Excellent interpersonal skills and ability to develop and foster 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

  • 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.

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