Employee Benefits Producer

• Build and manage a book of business with local, regional, or state-wide clients, utilizing various funding methods and complex plan designs
• Engage in active prospecting and lead generation through various channels (email, cold calling, networking)
• Establish and maintain a list of target accounts and centers of influence, developing a strategy for the sales efforts required to penetrate opportunities
• Meet and exceed company and personal metrics for business development and new business sales and retention
• Cultivate and maintain executive-level relationships with clients, ensuring overall client satisfaction
• Identify client challenges and develop strategic solutions aligned with their mission and vision
• Educate clients on innovative market solutions and provide support on current market trends and legislative changes
• Present client financials and marketing analysis, ensuring clear communication and understanding

• Bachelor’s degree or equivalent combination of education and experience
• Current life/health insurance license or willingness to obtain
• 3+ years of professional sales experience with a proven track record in generating new business
• Basic knowledge and familiarity of employee benefit plans
• Strong verbal and written communication skills with the ability to build rapport with clients and C-suite executives
• Exceptional organizational skills and attention to detail
• Ability to adapt to a fast-paced, changing environment and maintain enthusiasm
• Proficiency in MS Office Suite

familiarity with Salesforce

medical, dental, life and disability insurance, 401k, generous paid time off