Strategic Employee Benefits Consultant

Patriot Growth Insurance Services, LLC; Solana Beach (CA); On-site; USD 60,000 - 250,000; Full time

Benefits offered by this job

Multiple medical plan options

Free virtual medical and mental health

Employer-paid disability

Paid parental leave

Personalized PTO

401(k) match

Employee Assistance Program

Job summary

Patriot Growth Insurance Services in California is seeking an Employee Benefits Consultant who combines business development, client relationship management, and employee benefits expertise to deliver tailored solutions that attract, retain, and support workforces. Day-to-day you will generate new business, create benefits proposals, review programs, and partner with account executives to onboard clients.

You will build lasting relationships with HR pros, brokers, and referral partners while

Qualifications

• 2+ years of experience in a client service, sales, or related position.
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• Active California Life & Health Insurance License
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• Proficiency with Microsoft Office Suite, including Word, PowerPoint, and Excel
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• Strong verbal and written communication skills
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• Excellent organizational, time-management, and documentation abilities
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• Ability to occasionally work evenings and weekends as business needs require
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• Authorization to work in the United States without sponsorship

Responsibilities

• Generate new business opportunities through proactive prospecting, referral source development, networking, and industry engagement activities.
• Create customized employee benefits proposals and presentations that clearly communicate value and help organizations make informed decisions.
• Review and evaluate clients’ benefits programs to identify opportunities for enhanced coverage, improved employee experience, and cost efficiencies.
• Partner with account executives to support client onboarding, ensuring a seamless transition and positive client experience from day one.
• Develop and maintain strong relationships with clients, referral partners, HR professionals, brokers, and industry associations to drive long-term growth.
• Stay informed on industry trends, regulatory developments, and market changes to provide relevant and strategic guidance to clients.

Skills

Relationship building

Sales & business development

Client management

Communication skills

Organizational skills

Team collaboration

Time management

Attention to detail

Education

Associate degree in Sales, Business Administration, or related field

Tools

Microsoft Office Suite

Word

PowerPoint

Excel

Job description

Patriot Growth Insurance Services in California is seeking an Employee Benefits Consultant who combines business development, client relationship management, and employee benefits expertise to deliver tailored solutions that attract, retain, and support workforces. Day-to-day you will generate new business, create benefits proposals, review programs, and partner with account executives to onboard clients.

You will build lasting relationships with HR pros, brokers, and referral partners while