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Employee Benefits Sales Consultant

Jobot

Boston (MA)

On-site

USD 100,000 - 150,000

Full time

16 days ago

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Job summary

An established industry player in benefits and retirement planning is seeking an Employee Benefits Producer to drive new business and manage client relationships. This role emphasizes delivering tailored benefits solutions, ensuring compliance, and contributing to revenue growth through strategic partnerships. Join a forward-thinking organization that values innovation and client advocacy, while providing an inclusive work environment. If you're self-motivated and passionate about making a difference in the employee benefits space, this opportunity is perfect for you!

Qualifications

  • Proven experience in employee benefits sales or account management.
  • Strong knowledge of group benefit products and compliance regulations.

Responsibilities

  • Generate new client leads and develop comprehensive benefits solutions.
  • Maintain relationships with clients and deliver proactive service.
  • Analyze market trends and negotiate rates with carriers.

Skills

Employee Benefits Sales
Client Relationship Management
Consultative Sales Approach
Negotiation Skills
Communication Skills
Self-motivated

Education

Active Life and Health Insurance License

Tools

CRM Systems
Quoting Platforms
HRIS/BenAdmin Systems

Job description

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $150,000.00/yr

Job details

This Jobot Job is hosted by Dana Stark. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $100,000 - $150,000 per year

A Bit About Us

We are one of the largest independent, privately held national benefits and retirement planning solutions firms in the country.

Why join us?

We are an organization that prioritizes innovation, client advocacy, and strategic partnership. Our firm embodies all of those values. Our commitment to delivering tailored benefits solutions, staying ahead of regulatory changes, and investing in cutting-edge technology shows that we are just not serving clients — we are helping them thrive.

Job Details

The Employee Benefits Producer is responsible for generating new business opportunities and managing existing client relationships in the employee benefits space. This role focuses on delivering strategic benefit solutions, driving revenue growth, and providing exceptional service and consultation to employers on group benefits plans including health, dental, vision, life, disability, and voluntary benefits.

Key Responsibilities
  1. New Business Development: Prospect and generate new client leads through networking, referrals, cold calling, and marketing campaigns. Develop and present comprehensive benefits solutions tailored to client needs.
  2. Client Relationship Management: Maintain and strengthen relationships with clients by delivering consistent communication, proactive service, and renewal strategy planning. Serve as a trusted advisor to HR teams and executives.
  3. Consultative Sales Approach: Conduct needs assessments and collaborate with clients to develop cost-effective, compliant benefit strategies. Present innovative plan designs, funding arrangements, and wellness initiatives.
  4. Market Expertise & Carrier Negotiation: Analyze market trends, benchmark data, and carrier offerings. Negotiate rates and terms with carriers to secure the best possible benefits packages for clients.
  5. Renewals & Account Management: Partner with account managers and service teams to handle renewals, enrollments, claims issues, plan changes, and open enrollment support.
  6. Compliance & Documentation: Stay up to date with federal and state regulations (ACA, ERISA, HIPAA, COBRA, etc.). Ensure client programs remain compliant and well-documented.
  7. Cross-Selling & Strategic Growth: Identify opportunities to cross-sell other insurance products and services. Contribute to the overall sales strategy and revenue goals of the agency or brokerage.
Qualifications
  • Proven experience in employee benefits sales or account management
  • Active Life and Health Insurance License
  • Strong knowledge of group benefit products, funding methods (fully insured, level-funded, self-funded), and compliance regulations
  • Excellent communication, presentation, and negotiation skills
  • Self-motivated, goal-oriented, and highly organized
  • Familiarity with CRM systems, quoting platforms, and HRIS/BenAdmin systems is a plus

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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