Employee Benefits Producer (Benefit Advisor)
Job Description
Employee Benefits Sales Rep (Benefit Advisor) needed for an Insurance Agency located in Mission Valley!
This agency believes in not only maintaining a well trained and experienced staff but also a work atmosphere where everyone’s opinions and ideas are
heard, valued, and respected.
- HOURS: Monday – Friday, 8 am – 5 pm
- DURATION: Direct Hire
- WORKPLACE: This is an in-office position; BUT, every other Friday the Sales Rep has the option to work remote. This is not offered in 4th quarter.
- Winners of the 2021 Inc. Magazine Best Workplaces Award, they believe in a highly collaborative and engaged workplace.
- PAY: Depending on experience, $75k - $95k declining base salary, then commission based thereafter. (The specifics of the compensation and commission structures will be addressed during the interview process
- BENEFITS: This client offers a full comprehensive benefits package.
Job Duties will include, but are not limited to:
Within the first 30-60 days and ongoing:
- Researches business to business networking groups, knowing the requirements to join and finding the best fit for building connections to access prospective clients.
- Takes a proactive approach to canvassing & developing the pipeline, including cold calls.
- Spends 50% of time networking and finding strong prospects to add to the pipeline and spends time building relationships to bring new business prospects to closure.
Within the first 3-6 months and ongoing:
- Spends 75-80% of time networking and finding strong prospects to follow up with and spends time building relationships to bring new business prospects to closure.
- Conducts sales, service, and solicitation.
- Develops accounts and cross sells available products and services appropriately.
12+ months and ongoing:
- Manages renewal process from start to finish including marketing as needed, financial analysis, pre and post renewal review and conducting open enrollment meetings.
- Is fully integrated and self-sufficient independently managing and building a pipeline of prospects.
- Achieves new business sales goals on an annualized basis.
Requirements:
- 5+ years’ experience in the employee benefits industry required.
- Knowledge using CRM’s, carrier portals, benefit administration systems and Microsoft office suite required.
- Highly preferred; brings a robust network/or client base already established.
- Possesses a valid CA insurance agent license (health and life).
- Strong communication skills with the ability to summarize and present information in a clean, concise and accurate format.
- Strong knowledge of employee health insurance carriers, plan design features as well as factors that affect cost and plan design.
Meet Your Recruiter
Sharlene Theakston
Director of Recruiting
Sharlene has been with SDI Staffing since 1998. She is most passionate about recruiting, helping candidates find a successful career in insurance, and assisting clients with finding the top talent they are seeking. Currently, Sharlene works as the Director of Recruiting / Sr. Account Manager. She evaluates applicants on their skills, education, work history, personality and salary requirements. She also works with clients to assist them in their search for applicants that have the experience and skills they are seeking for their office. Sharlene is also a mentor and assists the team with training and answering any questions about staffing or office procedures. She is an active member of Professional Women in Insurance, California Staffing Professionals and the American Staffing Association. She is trained in CA Employment and Sexual Harassment Law (FMLA, Meal & Rest Periods, Exempt & Non-Exempt Employees, etc.).
Sharlene was born and raised in San Diego, CA. She enjoys traveling as well as spending time with her husband, their two Labs, family and friends.