Job description
Employee Benefits Advisor
- Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients
- Develop a Personal Development Plan annually outlining personal and professional goals for upcoming year
- Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, and client referrals
- Document activity, notes, and prospect data in EPIC
- Develop and present recommendations to clients based upon consultative selling approach
- Appropriately close new business, documenting won and lost opportunities, and reasons
- Seamlessly transition sold clients to designated client service team
- Serve as client’s valued advisor, building a strategic and personal relationship with key client decision makers
- As appropriate, work with client service team to service client and retain business
- Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence
- Identify, initiate, and support cross serving leads to other CS&A peers
- Additional responsibilities as assigned
Preferred Qualifications
- Bachelor's degree
- Proven successful lead generation
- Experience selling to business owners and C-Suite executives
- Previous or current payroll, HRIS and consultant sales encouraged to apply
Qualifications Required
- Bachelor’s degree or industry experience equivalent
- Must obtain required licenses/credentials
- Superior command of verbal, written, presentation, and negotiation skills
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
- Must be able to travel based on client and business needs
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