Employee Benefits Sales Advisor
New
J
JobgetherInsurance
Based in United StatesFull-TimeMiddle
Salary$100,000 - $250,000 annually
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Job Details
- Experience
- Minimum of 2 years of sales experience
- Required Skills
- Microsoft ExcelPowerPointRisk Management
Requirements
- Active Life and Health insurance license in the state of residence.
- Minimum of 2 years of sales experience within the insurance industry, specifically focused on Employee Benefits solutions.
- Strong understanding of employee benefits products, insurance markets, underwriting processes, and coverage strategies.
- Experience developing client relationships through networking, referrals, and strategic partnerships.
- Excellent presentation, negotiation, and communication skills, both written and verbal.
- Ability to create and deliver engaging presentations using tools such as PowerPoint and virtual meeting platforms.
- Advanced proficiency with Microsoft Office applications, including Excel, Word, and PowerPoint.
- Self-motivated, competitive, and results-oriented mindset with strong ownership of goals.
- Valid driver’s license and ability to travel to client locations when required.
- College degree preferred, with additional experience in risk management considered an advantage.
Responsibilities
- Achieve annual revenue goals through consultative sales strategies focused on acquiring new clients and expanding services with existing accounts.
- Build and maintain a qualified sales pipeline through networking, referrals, marketing initiatives, and strategic prospecting activities.
- Develop and execute individual sales plans aligned with business objectives and performance targets.
- Research market trends, competitor activity, and industry developments to identify growth opportunities.
- Create and deliver compelling client presentations, recommendations, and proposals based on identified needs.
- Establish trusted relationships with key decision-makers and serve as a strategic advisor on employee benefits strategies.
- Assess client risks, coverage needs, and potential challenges while recommending appropriate solutions.
- Collaborate with internal service teams to ensure smooth client transitions after sales completion.
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