Employee Benefits Risk Advisor

Duties

• Create your Personal Excellence Plan with the Sales Manager and President.
• Identify, develop and nurture relationships with prospects and centers of influence.
• Leverage a system to maintain contact and add value to prospects, centers of influence and clients on a consistent basis.
• Deliver sales presentations to prospects and clients on new and renewal business.
• Provide risk management/loss prevention advice to prospects and clients.
• Cross-sell the agency’s services.
• Ask for referrals from centers of influence and clients to generate new business.
• Participate in team sales situations with other Risk Advisors and support personnel.

Qualifications

• Must hold and maintain current California Life and Health License.
• 4+ years experience as an Employee Benefits Risk Advisor (Preferred).
• Proven success record in achieving sales objectives and numbers.
• Atdained a Bachelor’s Degree (Preferred).