Employee Benefits Advisor (Producer) - Insurance Advisory Solutions
Core
Sells new and renews existing employee benefits accounts while building client relationships and identifying sales prospects.
Role type
Sales Advisor (Employee Benefits)
Builds
New business accounts and renewals for employee benefits
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
sales prospecting, proposal presentation, client relationship management, policy finalization, networking, community engagement, underwriting criteria knowledge, organizational skills
Responsibilities
Present proposals and review coverages, communicate with clients and partners, finalize sales and collect documents, develop prospects through networking and referrals, maintain knowledge of insurance industry and underwriting criteria, meet monthly new business goals
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