Employee Group Benefits Sales Advisor
Health Risk Services is seeking a dynamic and driven Employee Group Benefits Sales Advisor to join our team. This role involves developing and maintaining relationships with clients, understanding their needs, and providing tailored insurance and employee benefits solutions. The ideal candidate will have a strong background in Group Benefits and Insurance sales, excellent communication skills, and a passion for helping businesses and individuals secure their financial futures.
Key Responsibilities:
- Client Relationship Management:
- Develop and maintain strong relationships with new and existing clients.
- Conduct regular meetings and presentations to understand client needs and present suitable insurance and benefits solutions.
- Sales and Business Development:
- Identify and pursue new sales opportunities within the market.
- Achieve or exceed sales targets and business objectives.
- Develop and execute sales strategies to grow the client base.
- Consultation and Needs Assessment:
- Conduct thorough needs assessments to understand client requirements and recommend appropriate products.
- Provide expert advice on insurance and employee benefits options, including health, dental, vision, life, disability, and retirement plans.
- Product Knowledge and Training:
- Stay up-to-date with the latest products, industry trends, and regulations.
- Participate in ongoing training and professional development opportunities.
- Educate clients on the features, benefits, and limitations of various insurance and benefits products.
- Customer Service:
- Provide exceptional customer service to ensure client satisfaction and retention.
- Address client inquiries and resolve issues promptly and effectively.
- Assist clients with claims processing and policy management.
- Administrative Duties:
- Maintain accurate and up-to-date client records in the CRM system.
- Prepare and present regular sales reports and forecasts to management.
- Ensure compliance with all company policies and industry regulations.
Qualifications:
- Education:
- Bachelor’s degree in Business, Finance, Insurance, or a related field (preferred but not required).
- Experience:
- Minimum 5 years of proven experience in the Group Benefits industry.
- Minimum 5 years of proven experience in the Individual Insurance market.
- Experience with CRM software and sales tracking systems.
- Skills:
- Strong understanding of employee benefits and insurance products.
- Excellent communication, presentation, and negotiation skills.
- Ability to build and maintain strong client relationships.
- Self-motivated with a results-driven approach.
- Strong organizational and time management skills.
- Licenses/Certifications:
- Life and A&S Insurance licenses as required by the Alberta Insurance Council
Working Conditions:
- Regular office hours with occasional evenings and weekends for client meetings.
- Travel may be required to meet with clients and attend industry events.
Benefits:
- Competitive Commission and bonus opportunities.
- Health, dental, and vision coverage.
- Professional development and continuing education support.
- Excellent Operational and Team Support