Senior Employee Benefits Consultant

Univest Financial Corporation; Lansdale (Montgomery County); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Employee Benefits Consultant to join their dynamic sales team. This role involves driving new business through consultative selling and maintaining strong relationships with existing clients. The ideal candidate will have extensive experience in the Employee Benefits sector, showcasing strong leadership and consultative skills. With a commitment to employee success and community involvement, this forward-thinking company offers a supportive environment that fosters innovation and inclusivity. Join a team that values your authentic self and encourages you to make a meaningful impact in the communities served.

Benefits

Health Insurance

401(k) Plan with Employer Match

Paid Time Off (PTO)

Short Term Disability

Holiday Time Off

Quarterly Commissions

Company Paid Life Insurance

Tuition Reimbursement

Employee Wellness Programs

Professional Development Trainings

Qualifications

• Advanced knowledge of all benefit lines of insurance coverage.
• Working knowledge of Mid-Atlantic Region preferred.

Responsibilities

• Meet annual sales goals focusing on Mid-Market opportunities.
• Maintain relationships with existing clients as primary contact.

Skills

Consultative Selling Skills

Knowledge of Benefit Lines

Leadership Skills

Microsoft Products Proficiency

Salesforce Proficiency

Education

7+ years of Employee Benefits industry experience

Licensed in Life & Health

Tools

Salesforce

Job description

*All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.


Univest Financial Corp


Senior Employee Benefits Consultant

US-PA-Lansdale

Job ID: 6482
Type: Full Time
# of Openings: 1
Category: Insurance
Univest Insurance, Inc. Lansdale, PA

Overview

Univest Insurance Inc. is a full service insurance agency with offices in Coopersburg, Intercourse and Lansdale, PA as well as North Beach, MD. We offer protection for autos, homes, rentals, motorcycles, recreational vehicles, businesses, etc.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

We are looking for a Senior Employee Benefits Consultant to join our Employee Benefits Sales team.

Responsibilities

Production of New Business

• Meet annual Sales Goals with a focus on Mid-Market opportunities
• Cross sell other Univest lines of business-banking, investments, etc.
• Develop relationships with centers of influence
• Community involvement
• Develop referral sources
• Cold-Calling
• Maintain prospect database
• Meet with prospects to determine insurance needs
• Present capabilities and close sale
• Assist in transfer of BOR
• Maintain production reports and attend all sales meetings as required

Retention of Existing Business

• Maintain relationship with existing clients, serving as primary contact/team lead.
• Negotiate with carriers at renewal
• Create renewal presentations, lead renewal meetings alongside Account Management Team
• Provide Strategic Direction of Account
• Work with Account Management team on Wellness Initiatives, Compliance, Employee education
• Adhere to established workflows, support Account Management

Miscellaneous Responsibilities

• Support Practice Leader in developing and maintaining carrier relationships
• Participate in team selling situations with other consultants and support staff
• Promote agency and insurance industry within the community
• Perform other specific duties as assigned
• Follow Univest Way Fundamentals
• Responsible for compliance with laws and regulations that apply to this position, including the Univest Code of Conduct

Qualifications

Consultative Selling Skills

Advance Knowledge of all benefit lines of insurance coverage, products, and services

Working knowledge of Mid-Atlantic Region preferred

Minimum of 7+ years of Employee Benefits industry experience

Proficient in both Fully Insured and Self-Funded Contracts

Leadership Skills

Professional Appearance and a Positive Attitude

Proficiency in Microsoft Products and Salesforce

Licensed in Life & Health

Wage Range:

This is a fully commissioned position

Benefits Overview:

Univest offer's a comprehensive benefits package that includes:

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 20 days annually (prorated your first year)
• Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year)
• Holiday Time Off: 11 paid holidays
• Commissions: paid quarterly based on individual and team production
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

Click here for Benefit Information

#Univest

#LI-Onsite

An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.

Please see job description

PI267810596