Senior Conversion Consultant at LPL Financial guiding advisors' transition to the firm. Focusing on exceptional client experience and ensuring smooth acclimation to company processes and services.
PL
Hybrid Employee Benefits Consultant
Posted 4 weeks ago
About the role
- Employee Benefits Consultant responsible for client onboarding and management at a full-service insurance agency. Engaging in prospecting activities to expand the client base with a focus on employee benefits.
Responsibilities
- Engage in proactive prospecting activities to identify potential employee benefits clients.
- Utilize various sources such as industry networks, referrals, and cold calling to generate leads and expand the client base.
- Prepare comprehensive quotes and proposals tailored to the specific needs of prospective clients.
- Effectively communicate the value of our employee benefits offerings, highlighting the advantages and benefits they provide, presented in a persuasive manner to win new business.
- Collaborate with account managers to review and analyze clients' insurance coverages on an annual basis.
- Assess the adequacy and competitiveness of existing plans, identifying opportunities for improvement or cost savings that align with clients' evolving needs.
- Cultivate and nurture relationships with referral sources such as insurance brokers, HR professionals, and industry associations.
- Become established as a trusted expert, seeking opportunities to generate referrals and expand business networks.
- Stay abreast of the latest industry trends, regulations, and changes in benefits offerings.
- Collaborate with account managers throughout the client onboarding process, providing necessary support, guidance, and information to facilitate a smooth transition for new clients.
- Nurture ongoing relationships with current clients, including participating in networking events.
- Acquire in-depth knowledge of insurance products and sales methodologies.
Requirements
- 2+ years of client service or sales position prior experience
- Highschool diploma/GED
- CA Life & Health License encouraged
- Proficient in Microsoft Office Suite including Word, PowerPoint, and Excel
- Flexibility to occasionally work nights & weekends
- Strong verbal and written communication skills; able to build relationships and collaborate effectively
- Highly organized, with the ability to prioritize tasks and manage time efficiently
- Excellent attention to detail, with accurate data entry and thorough documentation skills
- Team player with a strong sense of accountability and collaboration
- Customer-focused, delivering exceptional service and solutions
- Resourceful in securing and managing resources effectively
- Authorized to work in the U.S. without sponsorship.
Benefits
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
- Company paid Short-Term Disability, Long-Term Disability and Group Term Life
- Company paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401 (k)
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