[Hiring] Employee Benefits Sales Advisor @Relation Insurance Services

Role Description

The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position:

• 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 includes:

• Achieving annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
• Exhibiting thought leadership & industry engagement through associations and speaking panels.
• Developing an annual individual sales plan (ISP) with a pipeline coverage ratio of 5X or in line with current company metrics.
• Building an active pipeline of qualified prospects, generating leads from various sources.
• Documenting new business activity in the appropriate system(s).
• Closing new business and documenting won/loss opportunities and reasons for all clients.
• Developing and presenting recommendations to clients based on a consultative selling approach.
• Assessing & identifying risk issues, needs, and possible uninsurable or difficult to insure exposures for clients.
• Recommending and assisting clients with technical services including loss control and claims advocacy programs.
• Seamlessly transitioning sold clients to the designated client service/account management team.
• Serving as the client’s valued advisor, building a strategic and personal relationship with key client decision makers.
• Communicating with leadership, providing field input on market trends, competitor analysis, and other business intelligence.
• Performing other projects, duties, and tasks as assigned.

Qualifications

• A Life and Health License from the 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).
• 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.