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Sales / Business
Employee Benefits Sales Advisor
@Relation Insurance Services of California, Inc.
[Hiring] Employee Benefits Sales Advisor @Relation Insurance Services of California, Inc.
Mar 21, 2025 - Relation Insurance Services of California, Inc. is hiring a remote Employee Benefits Sales Advisor. đź’¸ Salary: $100,000.00 - $250,000.00. đź“ŤLocation: USA.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts.
- Conducts research in the market and develops a base of business to educate, promote and sell insurance services.
- Keeps current on business community activities to obtain leads for business development activities.
- Maintains and services a profitable book of insurance business for existing clients.
- Projects a professional company image through all interactions with clients, insurance carriers, co-workers, and others.
A glimpse into your day:
- 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 and speaking panels.
- Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or in line with current company metrics.
- Builds an active pipeline of qualified prospects, generating leads from various sources.
- Documents new business activity in the appropriate system(s).
- Closes new business, documenting won/loss opportunities and reasons for all clients.
- Develops and presents recommendations to clients based on a 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.
Qualifications
- 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, and more.
- Career advancement and development opportunities.
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| đź“Ť | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Sales / Business
Sales / Business
|
Salary
đź’¸
$100,000.00 - $250,000.00
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Mar 21, 2025
|
️
| đź“Ť | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
