Remote Benefits Consultant for School District Programs

WEA Member Benefits; Madison (WI); Remote; USD 60,000 - 90,000; Full time

Job summary

WEA Member Benefits is a Wisconsin-based provider of retirement savings, financial planning and personal insurance programs for educators. The Benefits Consultant will act as the relationship manager for school districts, driving participation and coordinating enrollment activities in a fully remote role.

The successful candidate will have strong sales experience, consultative selling skills, and knowledge of 403(b) plans and related regulations, plus state licenses or the ability to obtain them

Qualifications

• Bachelor’s degree in business, marketing, or related field or commensurate experience.
• A minimum of three (3) years of successful sales performance.
• Commitment to excellence in member service and other Member Benefits values.
• Excellent consultative selling skills and the ability to effectively consult with current and prospective members regarding the Member Benefits’ programs.
• Current Wisconsin Property and Casualty license or FINRA Series 6 and 63 (License(s) not held must be attained within six months of appointment).
• Current Wisconsin Life and Health Licenses or willingness to obtain within six months of appointment.
• Knowledge of IRC 403(b) and 408(a), Wisconsin Retirement System, Social Security, and financial planning concepts (or willingness to gain).

Responsibilities

• Identify and recruit school districts for participation in broker agreements and programs.
• Coordinate on-site visits and webinars; arrange enrollment activities with staff.
• Develop relationships with publics to enhance program participation.
• Consult with participants on retirement and investments as they relate to RIS and 403(b) plans.
• Liaise between district administration on 403(b) plans and RIS programs.
• Educate staff on changes in rules and regulations during reviews and communications.

Skills

Sales experience

Consultative selling

Verbal communication

Written communication

Customer service

Account management

Presentation skills

Data entry

Team collaboration

Time management

Education

Bachelor's degree in business or related field

FINRA Series 6 & 63 licenses

Wisconsin Property & Casualty license

Wisconsin Life & Health licenses

Tools

Microsoft Word

PowerPoint

Policy processing software

Job description

WEA Member Benefits is a Wisconsin-based provider of retirement savings, financial planning and personal insurance programs for educators. The Benefits Consultant will act as the relationship manager for school districts, driving participation and coordinating enrollment activities in a fully remote role.

The successful candidate will have strong sales experience, consultative selling skills, and knowledge of 403(b) plans and related regulations, plus state licenses or the ability to obtain them