Employee Benefit Consultant (Hybrid)

Professional Responsibilities

• Engage in proactive prospecting activities to identify potential employee benefits clients.
• Utilize various sources such as industry networks, referrals, and cold calling to generate leads and expand the client base.
• Prepare comprehensive quotes and proposals tailored to the specific needs of prospective clients.
• Effectively communicate the value of our employee benefits offerings, highlighting the advantages and benefits they provide, presented in a persuasive manner to win new business.
• Collaborate with account executives to review and analyze clients' insurance coverages on an annual basis.
• Absorb and analyze the adequacy and competitiveness of existing plans, identifying opportunities for improvement or cost savings that align with clients' evolving needs.
• Cultivate and nurture relationships with referral sources such as insurance brokers, HR professionals, and industry associations.
• Become established as a trusted expert, seeking opportunities to generate referrals and expand business networks.
• Stay abreast of the latest industry trends, regulations, and changes in benefits offerings.
• Collaborate with account executives throughout the client onboarding process, providing necessary support, guidance, and information to facilitate a smooth transition for new clients.
• Nurture ongoing relationships with current clients, including participating in networking events.
• Acquire in-depth knowledge of insurance products and sales methodologies.

Qualifications And Requirements

• 2+ years of client service or sales position prior experience.
• Associate degree in Sales, Business Administration, or similar, or equivalent level of prior relevant experience.
• CA Life & Health License.
• Proficient in Microsoft Office Suite including Word, PowerPoint, and Excel.
• Flexibility to occasionally work nights & weekends.
• Strong verbal and written communication skills; able to build relationships and collaborate effectively.
• Highly organized, with the ability to prioritize tasks and manage time efficiently.
• Excellent attention to detail, with accurate data entry and thorough documentation skills.
• Team player with a strong sense of accountability and collaboration.
• Customer-focused, delivering exceptional service and solutions.
• Resourceful in securing and managing resources effectively.
• Authorized to work in the U.S. without sponsorship.