Advisor, Employee Benefits
Core
Sells new employee benefits accounts and renews existing accounts while building relationships with clients, prospects, and insurance partners.
Role type
Sales advisor (employee benefits)
Builds
New business accounts and renewals for insurance company partners
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
sales prospecting, proposal presentation, relationship management, underwriting criteria knowledge, community networking, document collection, organizational skills
Preferred skills
ability to obtain state insurance licenses within 90 days
Technologies
Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Responsibilities
present proposals and review coverages, communicate with clients and partners, finalize sales and collect applications, develop prospects through community and networking events, maintain knowledge of underwriting criteria, represent the firm in the community, meet monthly new business goals
Seniority
Individual Contributor, sales role