Employee Benefits Risk Advisor: Growth & Strategy

Smith Brothers Insurance, LLC; United States; On-site; USD 50,000 - 200,000; Full time

Job summary

Smith Brothers Insurance, LLC is seeking an Employee Benefits Risk Advisor to grow mid-to-large group accounts (100+ lives) and deliver strategic benefits solutions. You will drive revenue through proactive prospecting, market expertise, and a consultative sales approach for sophisticated employer clients.

The role emphasizes in-market relationship building, prospecting, meetings with clients, and new business development, with in-office collaboration for training and teamwork.

Qualifications

• 3–5+ years of Employee Benefits insurance experience in a sales-focused role, preferably with an independent agency.
• Bachelor’s degree in business, finance, human resources, risk management, or related field preferred; high school diploma or equivalent required.
• Active Life, Accident & Health Insurance license in good standing.

Responsibilities

• Prospect, qualify, and close new Employee Benefits opportunities.
• Build and maintain a strong pipeline to achieve new business goals and revenue.
• Lead client-facing meetings, including discovery, strategy discussions, and proposal presentations.
• Educate employers on Employee Benefits strategy, financial models, compliance considerations, and plan design.
• Deliver presentations, webinars, and group education sessions to clients and prospects.
• Develop tailored solutions and strategic recommendations aligned to client goals and workforce needs.
• Represent the agency at networking events, conferences, and vendor partner meetings.
• Collaborate with internal teams (implementation, service, and enrollment) to ensure a strong client experience.
• Contribute to the development and continuous improvement of the Employee Benefits practice, processes, and offerings.
• Stay current on Employee Benefits regulations, market trends, and competitive landscape to inform clients and strategy.

Skills

Sales prospecting

Pipeline development

Client relationship management

Benefits knowledge

Licensing awareness

MS Office

Agency management systems

Carrier platforms

AI tools

Team collaboration

Education

Bachelor’s degree in business, finance, human resources, risk management, or related field preferred; high school diploma or equivalent required.

Tools

MS Office

Agency management systems

Carrier platforms

Job description

Smith Brothers Insurance, LLC is seeking an Employee Benefits Risk Advisor to grow mid-to-large group accounts (100+ lives) and deliver strategic benefits solutions. You will drive revenue through proactive prospecting, market expertise, and a consultative sales approach for sophisticated employer clients.

The role emphasizes in-market relationship building, prospecting, meetings with clients, and new business development, with in-office collaboration for training and teamwork.