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.