Employee Benefits Producer

LEI Cross Financial Corp; Shelton (CT); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Paid time off

Job summary

The Cross Family of Agencies is seeking an Employee Benefits Producer / Sales Executive to drive new business growth in the CT area. You will prospect, consult, and close corporate accounts, offering tailored group health, dental, vision, life, disability, and wellness programs.

Ideal candidates are hunter-type sales professionals with 3–5 years B2B experience, licensed or willing to obtain Life and Health coverage, and strong CRM/MS Office skills.

Qualifications

• 3–5 years of successful B2B sales experience in employee benefits, insurance brokerage, or related space.
• Active Life and Health Insurance License or willingness to obtain within 30 days.
• Bachelor’s degree in Business, Marketing, Finance, or related field.
• Strong prospecting, negotiation, and analytical abilities.
• Experience with CRM systems (Salesforce/HubSpot) and MS Office.

Responsibilities

• Build and maintain a pipeline of qualified corporate leads through cold calls, networking, and partnerships.
• Conduct discovery meetings to understand clients’ goals and HR challenges.
• Design, present, and sell customized, competitive benefits packages.
• Present to CEOs, CFOs, and HR leaders, aligning benefits with the company bottom line.
• Ensure a smooth transition to Account Management and drive client retention and cross-selling.

Skills

Hunter mentality

Verbal & written communication

Analytical skills

Presentation skills

B2B sales experience

Education

Bachelor's degree

Tools

Salesforce

HubSpot

Microsoft Office

Job description

The Cross Family of Agencies welcomes you. We need your talent and expertise.

Position Overview

We are seeking a dynamic, results-driven Employee Benefits Producer / Sales Executive to drive new business growth and expand our market presence. In this role, you will be responsible for identifying, prospecting, and closing new corporate accounts, offering tailored employee benefits solutions (including group health, dental, vision, life, disability, and wellness programs). The ideal candidate is a high-energy hunter with a proven track record in B2B sales, a deep understanding of the insurance landscape, and the ability to build trust with C-suite executives and HR leaders.

Key Responsibilities

• Business Development & Prospecting: Build and maintain a robust pipeline of qualified corporate leads through cold calling, networking, community involvement, and strategic partnerships.
• Consultative Selling: Conduct comprehensive discovery meetings with prospective clients to understand their financial goals, HR challenges, and employee culture.
• Strategic Plan Design: Collaborate with the underwriting and account management teams to design, present, and sell customized, competitive benefits packages.
• C-Suite Presentations: Effectively communicate the value proposition of our services to CEOs, CFOs, and HR Directors, aligning benefits strategies with their corporate bottom line.
• Relationship Management: Ensure a seamless transition of new clients to the Account Management team while maintaining a high-level strategic relationship to promote client retention and cross-selling opportunities.
• Market Awareness: Stay ahead of industry trends, healthcare reform laws (such as the ACA), compliance regulations, and competitive intelligence to act as a trusted advisor to clients.

Qualifications & Skills

• Experience: Minimum of 3–5 years of successful B2B sales experience, preferably within the employee benefits, insurance brokerage, or SaaS/HR technology space.
• Licensing: Active Life and Health Insurance License required (or willingness to obtain within the first 30 days of employment).
• Education: Bachelor’s degree in Business, Marketing, Finance, or a related field preferred.
• Core Competencies: The "Hunter" Mentality: A self-motivated, resilient individual who thrives on building a book of business from the ground up.
• Communication Skills: Exceptional verbal, written, and presentation skills; comfortable commanding a room of executive decision-makers.
• Technical Savvy: Proficiency with CRM software (e.g., Salesforce, HubSpot) and the Microsoft Office Suite.
• Negotiation & Analytical Skills: Ability to analyze complex benefits data, renewal claims, and financial models to negotiate effectively with carriers and clients.

What We Offer Compensation

The base salary range for this role is $50,000 annually.. Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more.

Support System: Dedicated Account Managers and Analysts to handle renewals, day-to-day service, and administrative tasks, allowing you to focus purely on selling.

Compensation: The base salary range for this role is $50,000 annually. Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more.

Family Owned

From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, we’ve grown rapidly over the past 65 years. We’ve still held on to our core values of integrity, hard work, and dedication, and are still privately held. Our offices inspire a culture of community by supporting causes they stand behind. From fundraising for local food banks, to volunteering at after school programs, we’re proud of the many ways our offices find to give back. Initiatives vary from branch to branch to better serve the individual communities they are located in.