Group Benefits Consultant

About the role

Manage an existing book of group benefits business while actively growing the portfolio through proactive marketing, cold calling, and referral development.

Responsibilities

• Manage and service an existing group benefits book of business, ensuring high retention and client satisfaction
• Conduct regular account reviews and renewals with existing clients
• Drive new business growth through targeted marketing campaigns, cold calling, and networking
• Develop and work a referral pipeline from existing client relationships and community contacts
• Present and explain group benefits plans (medical, dental, vision, disability, life) to employers and employees
• Stay current on product offerings, carrier updates, compliance requirements, and industry trends
• Collaborate with internal team members to ensure seamless enrollment and onboarding experiences
• Maintain accurate and up-to-date records in the agency management system
• Represent the agency at community events, industry associations, and networking functions

Requirements

• 2–3 years of experience in group benefits or employee benefits consulting
• Active Life & Health Insurance license in the state of Texas (required)
• Proven track record of client retention and business development
• Strong communication, presentation, and relationship-building skills
• Self-motivated with the ability to work independently and as part of a team
• Proficiency with CRM tools and standard office software

Qualifications

• Proficiency with CRM tools and standard office software

Skills

• Client-facing skills
• Passion for helping businesses protect their employees

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Mon-Fri Schedule
• Hands on Training
• Career Growth Opportunities
• Retirement Plan

Pay

Annual Base Salary + Commission

Schedule

Hybrid Remote

Location

3933 Steck Ave., Suite B-119, Austin, TX, 78759, US