Employee Benefits Sales Pro: Growth & Strategy

First United Bank; Edmond (OK); On-site; USD 80,000 - 140,000; Full time

Job summary

First United Bank seeks an experienced professional to drive employee benefits sales and retention, building a strong client pipeline across a wide network. You will partner with Sales Leaders to hit goals and deliver top-notch service.

You will develop relationships with insurers and risk managers, participate in industry associations, and provide proactive risk advice while supporting renewal conversations and client meetings.

Qualifications

• Minimum of 3 years employee benefits experience, primarily in sales.
• Proven ability to build and manage a strong sales pipeline.
• Knowledge of health, dental, vision, life, and related products.
• Strong communication, presentation and interpersonal skills.
• Willingness to travel as required to meet clients and prospects.
• State-appropriate insurance licenses and compliance knowledge.
• Bachelor’s degree preferred; experience in brokerage/consulting is a plus.

Responsibilities

• Drive new business generation and manage client lifecycle from lead to close.
• Collaborate with Sales Leader to set goals and with service teams to ensure service quality.
• Identify and qualify Middle Market prospects for potential clients.
• Maintain a strong new business pipeline aligned with company goals.
• Develop and maintain relationships with decision makers in prospective accounts.
• Lead participation in industry associations and client-focused boards.
• Implement sales strategies and unique prospect programs.
• Advise prospects on exposures and propose value-driven solutions.
• Support renewal processes and renewal strategy discussions with clients.
• Lead and participate in Client Service Meetings.

Skills

Employee Benefits

Sales Experience

Pipeline Development

Relationship Building

Communication Skills

MS Office

Travel

Insurance Licensing

Education

Bachelor’s degree preferred

Tools

Sales Force

Microsoft Word

Excel

Job description

First United Bank seeks an experienced professional to drive employee benefits sales and retention, building a strong client pipeline across a wide network. You will partner with Sales Leaders to hit goals and deliver top-notch service.

You will develop relationships with insurers and risk managers, participate in industry associations, and provide proactive risk advice while supporting renewal conversations and client meetings.