Benefits Advisor
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Job Location:
Roseland, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
14 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Benefits Advisor
Job Summary
Seeking a motivated and results-driven Benefits Advisor to join an Employee Benefits team. This full-time remote position is ideal for a sales professional with a proven track record in B2B sales who is eager to develop new business relationships build a sustainable pipeline and assist employers in navigating the complexities of employee benefits. Reporting to the Director of Sales or Chief Sales Officer the Benefits Advisor will play a key role in driving business growth through consultative and relationship-driven sales strategies.
Compensation Package
- Competitive base salary with an uncapped commission structure.
- Comprehensive benefits package including medical dental and vision coverage.
- 401(k) plan with company match.
- Professional development and industry certification support.
- Opportunities for career growth within a collaborative and supportive team environment.
Responsibilities
New Business Development
- Identify and prospect potential clients through networking referrals cold outreach and community involvement.
- Build and maintain a robust pipeline of qualified opportunities.
- Conduct discovery meetings to understand employer needs challenges and goals.
- Present tailored benefits solutions that address client pain points and business objectives.
- Negotiate and close new business managing the sales cycle from initial contact to signed agreement.
Sales Planning & Execution
- Develop and execute a personal sales plan with clear activity metrics and revenue targets.
- Follow a defined sales process and methodology maintaining accurate records in the CRM system.
- Prepare and deliver compelling proposals and presentations.
- Collaborate with internal teams to ensure smooth transitions from sale to implementation.
- Participate in regular pipeline reviews and forecasting discussions.
Market & Relationship Building
- Establish yourself as a trusted resource in the local business community.
- Develop centers of influence including CPAs attorneys HR consultants and financial advisors.
- Stay current on industry trends carrier products and regulatory changes affecting employee benefits.
- Represent the company at industry events trade shows and networking functions.
Qualifications/Requirements
- Minimum of 3 years of successful B2B sales experience with documented results.
- Proven ability to prospect build a pipeline and close deals independently.
- Strong presentation and communication skills.
- Self-motivated with excellent time management and organizational abilities.
- Proficiency with CRM systems and standard business technology.
- Valid drivers license and ability to travel locally for client meetings.
Preferred
- Experience in selling professional services or other consultative/complex solutions.
- Existing network of business relationships in the local market.
- Life and Health insurance license (or willingness to obtain within 90 days of hire).
- Bachelors degree or equivalent professional experience.
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Required Experience:
Unclear Seniority
Key Skills
- Sales Experience
- Microsoft Office
- Customer Service
- Communication skills
- Microsoft Outlook
- Microsoft Word
- Business Management
- Benefits Administration
- Microsoft Excel
- Insurance Sales
- Customer relationship management
- Human Resources
About Company
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