Regional LTC Solutions Consultant

001 Brown & Brown, Inc; Town of Texas (WI); Hybrid; USD 65,000 - 90,000; Full time

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

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.