Employee Benefits Sales Strategist

Relation Insurance Services; Scottsdale (AZ); On-site; USD 100,000 - 250,000; Full time

Benefits offered by this job

Competitive pay

Robust benefits (health, 401K, EAP, PT

Job summary

Relation Insurance Services is seeking a Risk Advisor to generate new insurance accounts and oversee sales within assigned portfolios. You will research markets, build a profitable book, educate clients on services, and maintain professional client relations with carriers and colleagues.

The role emphasizes consultative selling, pipeline development, and coordinating with loss control and claims teams to support clients. Strong communication and MS Office skills are essential.

Qualifications

• 2+ years sales experience in the insurance industry with focus on Employee Benefits.
• A Life and Health License is required and must be maintained.
• College degree preferred, with risk management experience a plus.
• Strong networking and relationships with Centers of Influence (COI) are important.
• Excellent PowerPoint and presentation skills for in-person and virtual sessions.
• In-depth understanding of employee benefits lines of coverage.
• Strong written and verbal communication skills for client interactions.
• Advanced skills in Microsoft Office and ability to learn new software.
• Must have valid driver’s license and ability to travel to client sites.
• Ability to manage multiple tasks in a demanding environment.
• Ability to work independently and as part of a team.

Responsibilities

• Prospect new accounts and produce new insurance revenue.
• Develop a sales plan and 5X pipeline coverage or align with company metrics.
• Build active pipeline from personal contacts and referrals.
• Educate clients and promote insurance services with consultative selling.
• Close new business and document won/loss reasons in the system.
• Transition sold clients to client service/account management team.
• Advise clients on risk control and claims advocacy programs.

Skills

Consultative selling

Relationship building

Sales strategy

Presentation skills

MS Office (Excel/PowerPoint/Word)

Communication (written and verbal)

Networking

Teamwork

Education

College degree

Life & Health License

Tools

PowerPoint

Excel

Word

CRM tools

Job description

Relation Insurance Services is seeking a Risk Advisor to generate new insurance accounts and oversee sales within assigned portfolios. You will research markets, build a profitable book, educate clients on services, and maintain professional client relations with carriers and colleagues.

The role emphasizes consultative selling, pipeline development, and coordinating with loss control and claims teams to support clients. Strong communication and MS Office skills are essential.