Financial Representative – Employee Benefits

Everence Financial; Mount Joy (Lancaster County); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive Pay

Bonus opportunities

PTO & Paid holidays

Short-Term Disability Insurance

Life Insurance

Profit Sharing

Industry-specific training

Paid identity theft protection

Flexible work arrangements

Job summary

Everence Financial is seeking a Financial Representative to provide employee benefits solutions to small and mid-sized businesses. This role involves building client relationships, educating on compliance topics, and delivering presentations. Ideal candidates should have a background in finance or sales, strong communication skills, and a commitment to service.

Qualifications

• Experience in sales, finance, banking, insurance, or human resources is preferred.
• Must obtain a PA Life & Health Insurance license before starting.
• Ability to explain complex financial concepts clearly.

Responsibilities

• Build trust with clients and design employee benefits packages.
• Educate clients on compliance topics and deliver presentations.
• Maintain knowledge of industry trends and products.

Skills

Communication

Customer Service

Problem-Solving

Interpersonal Skills

Proactivity

Education

College degree in business, finance, marketing, or related field

Tools

Microsoft Office Suite

CRM software

Job description

Financial Representative – Employee Benefits

Financial Representative – Employee Benefits

2 weeks ago Be among the first 25 applicants

Financial Representative – Employee Benefits

Mount Joy, PA

• Join a growing faith-based financial services company that strives to create high levels of trust between our clients and our organization
• Receive on-the-job training and support from our team to continue to grow both personally and professionally
• Use your strong communication and customer service skills to build trust with clients through professional competency and empathy
• Build on an established book of business while seeking new opportunities for growth
• Work with small to mid-sized companies to design benefits packages that meet the needs of their organization and their employees
• Develop long-lasting relationships with both new and existing clients
• Maintain knowledge of employee benefits, industry trends, and carrier's products & services
• Educate & advise clients on all compliance topics, including ERISA, COBRA, FMLA, 5500s, and Health Care Reform
• Deliver educational presentations to companies, community organizations, and other potential clients on issues related to employee benefits and Medicare supplement plans

For over 75 years, Everence Financial has been helping people to be good stewards of their financial resources in a way that aligns with their faith values. As a faith-based employer, Everence Financial values our team and strives to provide a caring and human-focused work environment.

As part of our team of Financial Representatives, this position will serve as a strategic resource for small businesses designing their employee benefits package. This is an ideal position for a focused, growth-minded, customer-service-oriented individual with a background in finance, banking, insurance, sales, employee benefits, business, or human resources interested in building a financial services career.

Our Ideal Employee Benefits Financial Representative:

• Experience: Previous experience in sales, employee benefits, finance, insurance, banking, or human resources is a plus, but we are willing to train the right motivated candidate. A college degree in business, finance, marketing, or another related field is preferred.
• Licensing: You must have a PA Life & Health Insurance license before starting or be willing to obtain one before the start date. Also willing to complete continuing education credits and compliance requirements to maintain your license.
• Software/Technology Skills: Proficient with Windows-based software, Microsoft Office Suite, and CRM software, and familiar with benefits admin systems.
• Excellent Communication & Interpersonal Skills: Respectful, diplomatic, & professional in your interactions with others. Able to explain complex financial/benefits concepts in an easily understood manner.
• Proactive: Self-disciplined and demanding of yourself; an energetic and enthusiastic self-starter in a fast-paced environment.
• Problem-Solver: Someone who isn't afraid to ask for help but isn't helpless; takes the initiative to find answers and cultivates a continuous improvement mindset.
• Service-oriented: Motivated to build long-term relationships with clients, uncovering their needs, and finding solutions.

What We Offer Our Employee Benefits Financial Representative:

• Competitive Pay – DOE
• Bonus opportunities
• PTO & Paid holidays
• Short-Term Disability Insurance
• Life Insurance
• Profit Sharing
• Industry-specific training provided
• Paid identity theft protection provided
• Flexibility when dealing with family issues (sick child, snow days, etc.)
• A company that offers a caring, human-focused work environment

To Apply

If you have experience in sales, finance, banking, insurance, employee benefits, human resources, or business, please submit your resume via this job ad to be considered for our Employee Benefits Financial Representative position.

By submitting this application, you agree to receive recurring informational text messages (e.g., appointment alerts), which may be automated, to the mobile number used at opt-in from Team Builder Recruiting, LLC. Msg frequency may vary. Msg & data rates may apply. Reply HELP for help and STOP to cancel. See Terms and Conditions & Privacy Policy.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

Referrals increase your chances of interviewing at Everence Financial by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

Disability insurance

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