Strategic Small-Group Benefits Consultant

Questpro; Frisco (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

Questpro is seeking an experienced Employee Benefits Consultant for Small Group opportunities in the Dallas/Frisco area. You will own opportunities from initial introduction through close and renewal, partnering with internal teams to deliver tailored small-group solutions.

You will lead discovery with HR leaders, evaluate plan options, and present clear, actionable recommendations. Expect a fast-paced, office-based role with emphasis on timely proposals and accurate pipeline management.

Qualifications

• 5+ years of Employee Benefits experience preferred.
• Strong small-group benefits expertise.
• Experience with fully insured and level-funded medical plans.
• Knowledge of state-specific small-group rules and carrier markets.
• Experience with benefits quoting and proposal development; PlanYear experience strongly preferred.
• Understanding of ancillary benefits.
• Experience leading client discovery, recommendation and renewal meetings.
• Demonstrated ability to influence decisions and close business.
• Ability to explain complex benefits concepts simply.
• Strong urgency and follow-through.
• Comfortable managing a high volume of simultaneous opportunities.
• Highly process-oriented and organized.
• Strong written and verbal communication.
• Life & Health license required or ability to obtain promptly.

Responsibilities

• Own assigned small-group opportunities from initial introduction through close.
• Respond quickly to opportunities generated by internal producers, associations and other channels.
• Lead discovery conversations with decision-makers and HR leaders.
• Understand the client's current benefits program, renewal, pain points and objectives.
• Understand state rules, market options and program capabilities.
• Evaluate and recommend fully insured, level-funded and other small-group solutions.
• Develop market proposals for standard-market opportunities using quoting tools.
• Ensure smooth transitions to Onboarding and Client Success after close.
• Maintain accurate activity, pipeline and status information in Salesforce.
• Transition closed business to Onboarding and Client Success.

Skills

Employee benefits

Small-group benefits

Benefits quoting

Client discovery

Renewal meetings

Closing sales

Communication

Organization

Tools

Salesforce

Job description

Questpro is seeking an experienced Employee Benefits Consultant for Small Group opportunities in the Dallas/Frisco area. You will own opportunities from initial introduction through close and renewal, partnering with internal teams to deliver tailored small-group solutions.

You will lead discovery with HR leaders, evaluate plan options, and present clear, actionable recommendations. Expect a fast-paced, office-based role with emphasis on timely proposals and accurate pipeline management.