Employee Benefits Solutions Advisor

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

Benefits offered by this job

Competitive pay

Health & wellness benefits

Career advancement

Job summary

Relation Insurance is seeking a Risk Advisor in the Denver area to drive new insurance account production and sales within assigned accounts. You will research markets, develop a base of business, educate clients, promote and sell insurance services, and maintain a profitable client book.

You will build a robust pipeline, leverage COIs, and present recommendations to clients using a consultative selling approach while transitioning sold clients to the service team.

Qualifications

• Life and Health License from domicile is required and must be maintained.
• 2+ years sales experience in the insurance industry focusing on Employee Benefits.
• Bachelor's degree preferred; Risk Management experience a plus.
• Strong networking and reliance on COIs for growth.
• Excellent PowerPoint and presentation skills for in-person and virtual sessions.
• Deep understanding of employee benefits lines of coverage.
• Outstanding written and verbal communications with clients, underwriters, and vendors.
• Advanced skills in Microsoft Office; ability to learn new software.

Responsibilities

• Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
• Develops annual sales plan with pipeline coverage aligned to company metrics.
• Builds active pipeline of qualified prospects from personal contacts, referrals, PPC campaigns, and marketing sources.
• Documents new business activity and closes new business in the system.
• Provides consultative recommendations to clients based on needs assessments.
• Identify risk issues and insurable exposures; advise on risk management strategies.
• Facilitate transition of sold clients to client service/account management teams.
• Maintain strategic relationships with key client decision makers.

Skills

Networking

Presentation skills

Communication

Sales mindset

Industry knowledge

Driver's license

Team player

Insurance market knowledge

Education

College degree preferred (Risk Management)

Life and Health License

Tools

PowerPoint

Excel

Word

Microsoft Office Suite

Job description

Relation Insurance is seeking a Risk Advisor in the Denver area to drive new insurance account production and sales within assigned accounts. You will research markets, develop a base of business, educate clients, promote and sell insurance services, and maintain a profitable client book.

You will build a robust pipeline, leverage COIs, and present recommendations to clients using a consultative selling approach while transitioning sold clients to the service team.