Employee Benefits Sales Advisor

About the role

As a Risk Advisor you will drive new insurance account production and sales within assigned accounts. You will research the market, develop a client base, educate and sell insurance services, and maintain a profitable book of business for existing clients while projecting a professional company image in every interaction.

Responsibilities

• Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
• Exhibit thought leadership and industry engagement via associations, speaking panels, and demonstrated expertise in selected industry verticals.
• Develop an annual individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that aligns with current company metrics to ensure stated goals are consistently met.
• Build an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPCs), Relation colleagues, and Relation marketing sources.
• Document new business activity in the appropriate system(s).
• Appropriately close new business, documenting won/loss opportunities and reasons for all clients in the system in place at that time.
• Develop and present recommendations to clients based on a consultative selling approach.
• Assess and identify risk issues, needs, and possible uninsurable or difficult-to-insure exposures for clients.
• Recommend and assist clients with technical services including loss control and claims advocacy programs utilizing in-house teams.
• Seamlessly transition sold clients to the designated client service/account management team.
• Serve as the client’s valued advisor, building strategic and personal relationships with key client decision-makers.
• Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence.
• Perform other projects, duties, and tasks as assigned.

Requirements

• A Life and Health License from the state of domicile is required and must be maintained.
• A minimum of 2+ years of sales experience in the insurance industry with a focus on Employee Benefits coverage is required.
• College degree preferred; preference given to individuals with experience in Risk Management.
• Strong networking and strategic vision of relationship building and utilization of Centers of Influence (COI).
• Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
• In-depth understanding of complex employee benefits lines of coverage.
• Outstanding written and verbal communication skills to maintain effective relationships with clients, co-workers, underwriters, vendors, and others.
• Advanced skills in Microsoft Office (primarily Excel, PowerPoint, and Word). Must be computer literate with the ability to learn new software applications.
• Strong working knowledge of insurance markets, products, and usages, as well as insurance rating and underwriting procedures.
• Valid driver’s license, ability to travel to client sites, and a reliable source of transportation.
• Ability to prioritize and handle multiple tasks in a demanding work environment.
• Ability to work independently and on a team.

Benefits

• Family health and wellness programs.
• 401K retirement plan.
• Employee assistance programs.
• Paid time off and paid holidays.
• Career advancement and development opportunities.

Pay

A reasonable estimate of the current range is $100,000.00 - $250,000.00. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including individual and organizational performance.