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.

Qualifications

• A Bachelor's degree in business, finance, accounting, or marketing is preferred.
• Two or more years of experience in the employee benefits or related industry is preferred.
• Prior sales experience is desired.
• Bonus points if you have prior sales experience, a Bachelor's degree in business, finance, accounting, or marketing, two or more years of experience in the employee benefits or related industry, and strong community relationships and areas of interest to complement insurance competency.

Skills

• 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.

Benefits

• 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.
• Tuition Reimbursement.
• Paid Training Opportunities.
• Paid Parental Leave.
• Wellness Plan.
• Volunteer Opportunities.

What We Offer

We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including:

• 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.
• Tuition Reimbursement.
• Paid Training Opportunities.
• Paid Parental Leave.
• Wellness Plan.
• Volunteer Opportunities.