Job Description:
The Preferred Choice Financial Group Employee Benefits Advisor works directly with business owners to deliver voluntary, healthcare and other benefits for their employees. It’s a key role from well-known brands that help owners ensure their employees can receive direct benefits (unless assigned otherwise) should cover medical events that occur, retirement, and the passing of an employee or family member.
Key Responsibilities:
Be able to communicate effectively and always work in the best interest of the client
Generating new business opportunities through company leads, networking, referrals and calls
Conducting meetings with employers to customize programs to help meet their benefits needs
Engaging and enrolling interested employees in plans
Continuing to service employer customers through ongoing consultation on topics regarding new benefits options, the latest benefits trends, ACA updates, etc.
Be skilled at presenting in both small and large group presentations
Skills/Qualifications:
Minimum of 1-year sales or customer service experience
Proficiency with Microsoft Office (Word, Excel, Outlook)
Effective verbal and written communication skills
Must perform well in high-energy, dynamic and team-oriented environments
Bachelor’s Degree
Preferred Credentials
Bilingual.
Life and Health Licensed or ability to become licensed.
CLU, ChFC, CFP designations or desire to work toward industry designation to develop subject matter expertise with company assistance.
Advantages include:
The opportunity to sell the top providers of employee benefit insurance products at the worksite in the U.S.
Flexible schedules, no holidays or weekends
The opportunity to earn additional financial incentives, awards, and exotic trips
Access to comprehensive, ongoing training (online) – aided by proven education materials and sales automation technology
Broad portfolio of plans and services that allow you to help business owners and employees find policies that meet their needs
This Job Is Ideal for Someone Who Is:
People-oriented -- enjoys interacting with people and working on group projects
Dependable -- more reliable than spontaneous
Achievement-oriented -- enjoys taking on challenges, even if they might fail
This Company Describes Its Culture as:
Enthusiastic -- positive and growth-oriented
Caring -- client focus
Outcome-oriented -- results-focused with a strong performance culture
Team-oriented -- cooperative and collaborative