Sales Executive - Employee Benefits

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

About the role

Employee Benefits Sales Executive (Client Advisor) World’s Client Advisors bring comprehensive risk management and employee benefit solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new employee benefits clients (small, medium, and large businesses) by leveraging World’s unique capabilities and broad market access. While your main focus is on designing and delivering employee benefits programs—including medical, dental, vision, life, disability, and voluntary benefits—you are also empowered to help clients with complementary solutions such as commercial and personal lines insurance, 401(k) and retirement plans, and payroll and human resources outsourcing services. World’s investment in a full suite of insurance and business solutions means you can engage with organizations of any size and industry to deliver meaningful value to your clients.

Responsibilities

• Identify, solicit, and close new Employee Benefits business
• Leverage cold calls, prospecting emails, mail, professional associations, and networking to identify, contact, cultivate and close new business opportunities
• Identify opportunities to bring all of World's solutions to our clients - beyond employee benefits (and enjoy the financial rewards of doing so)
• Identify exposures, make recommendations, and create custom programs to eliminate gaps in coverage
• Identify opportunities to round out accounts for existing clients
• Drive account retention and maintain client relationships through renewal workflows

Requirements

• 3-5 years+ of experience working in an insurance brokerage or carrier
• Personable and highly motivated to grow personal success
• Leverage excellent listening skills and consistently demonstrate a strong customer focus as well as a sustained sense of urgency and ability to meet deadlines
• Consultative and bring a positive and resourceful approach to dealing with prospective clients and associates
• Experience with Employee Benefits and Sales software platforms such as BenefitPoint and sales CRM’s like HubSpot
• Work independently and enjoy a high degree of interaction with team members
• Contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives
• Consistently demonstrate effective written and verbal communication skills
• Possess a strong attention to detail and the ability to solve problems with minimal assistance
• Demonstrate the highest levels of discretion surrounding sensitive information

Qualifications

• Strong understanding of employee benefits market trends and competitive landscape
• Ability to develop and maintain strong relationships with clients and colleagues
• Proven track record of successful sales and client acquisition
• Excellent problem-solving and analytical skills
• Ability to manage multiple tasks and projects simultaneously

Skills

• Strong interpersonal and communication skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
• Knowledge of industry-standard software and tools

Benefits

• Full suite of employee benefits, including a 401(k) match that is immediately fully vested
• Base salary range of $60,000 to $200,000+, depending upon your level of experience
• Tremendous potential to significantly exceed the top of this range

Pay

Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+, depending upon your level of experience. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range.

Schedule

Our Client Advisors work a flexible schedule to best fit their needs and the needs of their clients.

Equal Employment Opportunity

World is an equal opportunity employer and is committed to creating a diverse and inclusive workplace. We celebrate and support differences amongst our employees and are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status.