Employee Benefits Advisor

Employee Benefits Advisor

Job Summary

Seeking a dynamic and experienced Employee Benefits Advisor to join a team. This is a relationship-driven sales role focused on advising business leaders, generating new business, and building long-term client partnerships. The ideal candidate will have a proven track record in employee benefits sales, particularly with mid-to-large accounts, and the ability to build and grow their own book of business. This role offers a unique opportunity to work in a hybrid environment, with the flexibility to spend time in the field meeting clients and prospects.

Compensation Package

• Base Salary: $95,000 - $125,000 (draw until validation)
• Commission: Transition to commission-only after validation (33% renewals / 33% new business)
• Benefits: Comprehensive benefits package, including medical, dental, vision, life insurance, and ancillary lines
• PTO: Generous paid time off policy

Responsibilities

• Build and maintain strong relationships with clients, business leaders, and key decision-makers.
• Identify, pursue, and secure new Employee Benefits business opportunities.
• Develop and manage a robust sales pipeline to convert prospects into long-term clients.
• Manage and service an existing book of business, ensuring client satisfaction and retention.
• Conduct in-depth evaluations of client needs and provide tailored Employee Benefits solutions.
• Serve as a trusted advisor, presenting and recommending customized benefits strategies.
• Collaborate with internal teams and insurance carrier partners to deliver effective solutions.
• Negotiate with carriers to secure optimal terms for clients.
• Ensure smooth and timely renewals while maintaining an exceptional client experience.

Qualifications/Requirements

• Experience: Minimum of 3 years in Employee Benefits sales, with a focus on mid-to-large accounts (50-500 lives).
• Licenses: General Lines – Life, Accident & Health & HMO license (Texas) required or ability to obtain shortly after hire.
• Expertise: Strong understanding of Employee Benefits products, including medical, dental, vision, life, and ancillary lines. Experience with fully insured, level-funded, and self-funded accounts is a plus.
• Skills:
  • Proven ability to generate new business and build relationships with executives and decision-makers.
  • Excellent communication, organizational, and problem-solving skills.
  • Ability to manage complex insurance placements with accuracy and attention to detail.
  • Proficiency in Microsoft Office and the ability to quickly learn new systems.
• Preferred Experience: Familiarity with software such as ImageRight, BenefitPoint, and Employee Navigator.
• Other Requirements: Valid driver’s license and willingness to travel for outside sales.

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