Job Description

PEO Broker 

Position Overview:
Seeking a PEO Broker to launch and grow an agency’s benefits division from the ground up. This is a unique opportunity to spearhead a new business line within an agency that already has a solid base of clients ready for cross-selling group health and ancillary products. This role is ideal for an entrepreneurial producer who thrives in a builder’s environment and seeks the opportunity to eventually manage a team. The position is remote (first month or so spending time in the office), with occasional travel to client sites or the agency office as needed.

Key Responsibilities:

• Develop and lead the group benefits division, from initial sales efforts to long-term strategy and structure.
• Identify cross-sell opportunities within the existing commercial lines book of business.
• Prospect, consult, and close new group benefits accounts (including group health, dental, vision, life, disability, and voluntary benefits).
• Build and maintain strong relationships with clients and carrier partners.
• Provide consultative guidance to business owners and HR leaders on plan design, compliance, and cost-management strategies.
• Coordinate enrollment meetings and ensure a smooth onboarding experience for new group clients.
• Over time, assist in hiring and training an account manager to handle service and renewals as the book grows.

Qualifications:

• 5–10 years of experience in group benefits sales or consulting.
• Strong knowledge of group health and ancillary benefit products.
• Experience working with small to mid-sized businesses; cross-selling experience a plus.
• Entrepreneurial mindset with the ability to work independently and strategically.
• Holds an active L&H (Life and Health) insurance license (NY license preferred or willingness to obtain).
• Excellent communication, presentation, and client relationship skills.
• Familiarity with major group benefits carriers and platforms.

Compensation & Perks:

• Salary: Base + commissions  open 
• Competitive benefits package, paid time off, professional development opportunities, etc.
• Remote flexibility with support from a collaborative team.
• Opportunity to build and lead a division with hiring and leadership potential as growth milestones are met.
• Access to a strong commercial client base with immediate cross-sell opportunities.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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