Employee Benefits Sales Advisor

4 days ago

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Relation Insurance Services

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Despite our size, Relation feels like a family company. Here, a handshake matters. Because we believe trust is the foundation of every successful relationship. We'll take time to listen and get to know you. Understand your challenges... and provide practical solutions.

1001 - 5000 employees

Founded 2007

📋 Description

• Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients. • Exhibits thought leadership & industry engagement through associations, speaking panels and demonstrates expertise in selected industry vertical(s). • Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X. • Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, and prospect pursuit campaigns (PPC’s). • Documents new business activity in the appropriate system(s). • Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in the system. • Develops and presents recommendations to clients based on consultative selling approach. • Assesses & identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients. • Recommends and assists clients with technical services including loss control and claims advocacy programs. • Seamlessly transitions sold clients to the designated client service/account management team. • Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers. • Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence. • Performs other projects, duties, and tasks, as assigned.

🎯 Requirements

• A Life and Health License from state of domicile is required and must be maintained. • A minimum of 2+ years sales experience in the insurance industry with a focus on Employee Benefits coverage is required. • College degree preferred with 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 communications skills are required 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. • Must have a valid driver’s license, the 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

• Competitive pay. • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs. • 401K. • employee assistance programs. • paid time off. • paid holidays. • Career advancement and development opportunities.