Job Description

Employee Benefits Advisor/Consultant

Job Summary

Seeking an experienced and motivated Employee Benefits Advisor/Consultant to join a team. This role offers a unique opportunity to work in a dynamic, tech-savvy, and growth-oriented environment, where you will play a pivotal role in expanding presence in the middle-market benefits space.

Compensation Package

• Benefits: Comprehensive benefits package, including 401(k).
• Compensation Structure: Competitive commission splits (approximately 40% for new business and 25% for renewals).
• Work Environment: Fully remote position, with candidates required to be based in California.

Responsibilities

• Prospect and secure new business opportunities within the middle-market benefits space (25-500 lives).
• Advise clients on coverage options and assist with plan design tailored to their needs.
• Negotiate with carriers to secure optimal terms for clients.
• Leverage proprietary technology to provide clients with real-time insights into contribution models, client spend, and benefits reconciliation.
• Build and maintain strong client relationships to ensure long-term satisfaction and retention.

Qualifications/Requirements

• Licenses/Certifications: Active Life & Health (L&H) license required.
• Experience: Minimum of 5+ years in the employee benefits industry, with a proven track record of success.
• Book of Business: Established book of business with a minimum of $300K in revenue.
• Account Size Expertise: Experience working with accounts ranging from 25 to 500 lives.
• Technical Skills: Proficiency in EPIC, HubSpot, and Employee Navigator software.
• Soft Skills:
  • Tech-savvy and comfortable working with advanced systems.
  • Highly motivated and results-driven.
  • Consultative approach to client interactions.
  • Strong ability to build and grow business relationships.

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