Employee Benefits Advisor - Insurance Producer

Morris & Garritano; Irvine (CA); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Free Employee Assistance Program

Paid Holidays, Paid Sick Time, and PTO

401(k) with 50% match

Job summary

Morris & Garritano in Irvine, CA is seeking a results-driven Benefits Advisor to build an organic pipeline and own a book of business as a hunter. You will operate in a dynamic environment where your success directly reflects your efforts.

Located in Orange County, this role offers a hybrid schedule with in-office collaboration and field work. You will develop deep knowledge of Employee Benefits products and regulations while mentoring with experienced leaders.

Qualifications

• 4-year college degree or relevant work experience in a client-facing role.
• 1-2 years of Outside Sales or Cold Calling experience.
• Knowledge of basic insurance concepts with willingness to undergo comprehensive training in benefits products, coverages, and underwriting guidelines.
• Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously.
• Proactive and self-motivated with a drive to succeed in a sales-oriented environment.
• Proficiency in Microsoft Office, Salesforce, and ZoomInfo.
• CA Health & Life license or attainment within 90 days (employer sponsored).

Responsibilities

• Work in Irvine office alongside peers 3 days per week while working remotely and in the field up to 2 days per week with Agency provided technology and hardware.
• Tenaciously solicit new business with drive and initiative through cold calling, networking, referrals, and other lead sources.
• Work closely with your mentors and manager to gain a deep understanding of Employee Benefits products as well as industry knowledge, laws/regulations and best practices.
• Successfully manage the full sales cycle including: Lead generation, Prospecting/Outreach, Presenting, Negotiating, Closing with C-Suite level executives, Presenting Open Enrollments, Renewal process.
• Demonstrate a comprehensive understanding of the Employee Benefits market.
• Understand laws and regulations associated with Employee Benefits administration including Affordable Care Act.
• Present renewal proposals to existing clients and deliver open enrollment presentations.
• Advise clients on the changing landscape of the benefits environment and develop unique client business strategies.
• Continually learn and proactively respond within a constantly changing market.

Skills

Outside Sales

Cold Calling

Client Relationships

Sales Negotiation

Employee Benefits

Salesforce

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Salesforce

ZoomInfo

Job description

We continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services

• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2026)
• Leaders of Influence – Insurance by Orange County Business Journal (2023, 2025)
• 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2024)
• UBA Advisor Awards (2022 – 2023)
• Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 – 2024)

About the Role

Joining our team as a Benefits Advisor opens a world of incredible opportunities and rewards for those who are willing to invest in their own success. In this role, you'll find yourself immersed in a dynamic environment where your efforts directly correlate with your achievements. As a vital part of our team, you'll be tasked with building an organic pipeline and carrying it through to develop a true book of business as an accomplished hunter.

Located in vibrant Orange County, our team is seeking individuals who are self-motivated and driven by a passion for excellence and growth. We believe in nurturing talent and providing valuable support and mentorship to help you thrive.

How will you be compensated

• $100,000-$150,000 Base Salary
• Uncapped New Business Commission Structure
• Yearly Renewal Business Commissions
• Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
• Free Employee Assistance Program
• Paid Holidays, Paid Sick Time, and Flexible Vacation Time
• 401(k) with 50% match

Who you are

• You are a self-starter, sociable, innovative and goal oriented
• You drive towards results without sacrificing quality
• You excel in reaching Employee Benefits Sales goals while remaining accountable to agency Core Values:
  • Do the Right Thing
  • Love What You Do
  • Always Be Improving
  • Go The Extra Mile
  • Build Collaborative Relationships
• You shine when selling a highly complex work product
• You hold a sincere belief in people-driven decision making within a business environment

What you will do

• Work in our Irvine office alongside peers 3 days per week while working remotely and in the field up to 2 days per week with Agency provided technology and hardware
• Tenaciously solicit new business with drive and initiative through cold calling, networking, referrals, and other lead sources
• Work closely with your mentors and manager to gain a deep understanding of Employee Benefits products as well as industry knowledge, laws/regulations and best practices
• Successfully manage the full sales cycle including:
  • Lead generation
  • Prospecting/Outreach
  • Presenting
  • Negotiating
  • Closing with C-Suite level executives
  • Presenting Open Enrollments
  • Renewal process
• Demonstrate a comprehensive understanding of the Employee Benefits market
• Understand laws and regulations associated with Employee Benefits administration including Affordable Care Act
• Present renewal proposals to existing clients and deliver open enrollment presentations
• Advise clients on the changing landscape of the benefits environment and develop unique client business strategies
• Continually learn and proactively respond within a constantly changing market

Your Qualifications

• 4-year college degree or relevant work experience in client-facing role
• 1-2 years of Outside Sales/Cold Calling experience
• Knowledge of basic insurance concepts and willingness to undergo comprehensive training in benefits products, coverages, and underwriting guidelines
• Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously
• Proactive and self-motivated with a drive to succeed in a sales-oriented environment
• Proficiency in software applications: Microsoft Office, Salesforce, and Zoominfo
• CA Health & Life license or attainment within 90 days (employer sponsored)