Regional LTC Consultant

001 Brown & Brown, Inc

Texas

Hybrid

USD 65,000 - 90,000

Full time

14 days+

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Job summary

Brown & Brown in Wisconsin seeks a Regional LTC Consultant to work with benefit brokers and employers on worksite LTC solutions for employees. You will acquire clients, present LTC products, and tailor solutions while educating prospects about LTC insurance.

You will build relationships, prepare proposals, and maintain CRM data, aiming to secure a producer license within three months after hire and ongoing licensure CE requirements.

Qualifications

  • BA/BS degree required.
  • Proficiency in MS Office Suite, written and verbal communication.
  • Experience in networking, lead development and client research.
  • Ability to obtain a producer license within 3 months after hire and ongoing LTC licensing education.
  • Preferred prior sales experience in employee benefits.

Responsibilities

  • Client Acquisition: Cold calling, lead research, and networking to find potential clients.
  • Product Presentation: Presenting LTC products and services to potential clients.
  • Recommendation: Suggesting suitable LTC solutions tailored to client needs.
  • Education: Educating prospects about LTC insurance.
  • Communication: Engaging with clients via email, phone, video conferencing, and in-person meetings.
  • Relationship Building: Establishing positive relationships with clients.
  • Sales Preparation: Creating proposals, preparing quotes, sales presentations, and updating CRM tools.
  • Shadows seasoned consultants to learn best practices and strategies.
  • Licensing: Obtaining a producer license within 3 months after hire and maintaining state licensing and CE for LTC products.

Skills

Cold calling
Lead research
Networking
CRM tools
Proposals
Licensing

Education

BA/BS degree

Tools

MS Office Suite

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

In assigned sales region, the Regional LTC Consultant networks with benefit brokers and employers to identify employer group prospects interested in worksite LTC solutions for their employees.

Essential Duties and Functions

Other duties may be assigned.

  • Client Acquisition: Cold calling, lead research, and networking to find potential clients.
  • Product Presentation: Presenting LTC products and services to potential clients.
  • Recommendation: Suggesting suitable LTC solutions tailored to client needs.
  • Education: Educating prospects about LTC insurance.
  • Communication: Engaging with clients via email, phone, video conferencing, and in-person meetings.
  • Relationship Building: Establishing positive relationships with clients.
  • Sales Preparation: Creating own proposals, preparing quotes, sales presentations, and updating CRM tools.
  • Shadows seasoned consultants to learn best practices and strategies.
  • Licensing: Obtaining a producer license within 3 months after hire and maintaining state insurance licensing and continuing education for LTC products.
Skills Needed
  • BA/BS degree required.
  • Proficiency in MS Office Suite, excellent written and verbal communication, strong interpersonal skills, time management, and adaptability.
  • Experience in networking, developing leads, and researching potential clients.
  • Ability to obtain a producer’s license within 3 months after hire and continuing education for LTC products.
  • Preferred Prior sales experience in a related employee benefits field.

We seek out and embrace diversity in our talent. Our business thrives on diversity of talent, experience, character, and inclusion.

Brown & Brown does not discriminate against teammates or applicants for employment on the basis of race, color, religion, absence of religious affiliation, national origin, ethnicity, age, disability, perception of disability, sex, sexual orientation, gender identity/expression, gender orientation, marital status, service in our armed forces, veteran status in our armed forces, political activity or political party affiliation. We are committed to ensuring equal employment opportunities for all our teammates and applicants for employment. Our equal employment opportunity philosophy, in accordance with federal, state, and local law, applies to all aspects of employment with us including recruiting, hiring, training, transfer/promotion, compensation, benefits, and termination.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
  • Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
  • Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions.

We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.”While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.

Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies ("Recruiting Vendors"). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown. In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors.

A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy.

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