Worksite Benefits Consultant I

Wise Home Office Positions; Portland (OR); On-site; USD 81,000 - 99,000; Full time

Job summary

Horace Mann seeks a Worksite Benefits Consultant to lead and consult with agents, growing new business in education, state agencies, and first responders. You’ll articulate the HM value and guide agents through our sales process.

This role requires 50–70% travel, recruiting and onboarding new agents, and delivering workshops in schools. A Life & Health license, a business degree, and 3+ years in field or agency roles are required. Salary is $90,000 with a $35,000 annual bonus.

Qualifications

• Life & Health License Required.
• Business degree or equivalent experience.
• 3+ years in successful field or agency experience.

Responsibilities

• Articulate the HM story and value proposition.
• Teach and strengthen understanding of the HM repeatable sales process.
• Communicate expectations and monitor progress.
• Facilitate and deliver workshops and seminars in school buildings.
• Able to define and leverage use of virtual tools to ensure continued access and sales success.
• Assess agent performance against standards and develop corrective action plans.
• Connect agents to HM resources to address opportunities or challenges.
• Oversee engagements for underperforming agents.
• Coordinate with recruiting on agent pipeline.
• Engage in state/association relationships and recruit onboarding of new agents.
• Convince agents to invest in growth and articulate growth vision.
• Influence key decision makers.
• Coordinate follow-up and delivery of leads.
• Open new school buildings with local agents.
• Hire/train new agents in sales and client acquisition.
• Understand repeatable sales processes and business planning for new agents.
• Travel 50-70%.

Skills

3+ years field/agency experience

Education

Business degree or equivalent

Job description

Horace Mann is a purpose-driven company that is passionate about educators. The Worksite Benefits Consultant will lead and consult with agents to help them develop strong, successful agencies, increase revenue, and contribute to long-term, profitable company growth. This role will be focused specifically on new business development within or niche' market of educators, state agencies, and first responders. This position reports to the Worksite Sr Benefit Executive.

Job Responsibilities

• Articulate the HM story and value proposition
• Teach and strengthen understanding of the HM repeatable sales process
• Communicate expectations and monitor progress
• Facilitate and deliver workshops and seminars in school buildings
• Able to define and leverage use of virtual tools to ensure continued access and sales success
• Objectively assess agent success against company standards/expectations, identify gaps and work closely with agents and/or other field leadership or resources to address the gaps; develop corrective action plans if needed
• Connect agent to appropriate HM individual or team to address local opportunities or challenges
• End agent engagements for underperforming agents
• Coordinate with recruiting function on agent pipeline
• Participate in managing and leveraging state and/or state or local association relationships
• Actively engaged in recruiting and onboarding new agents
• Convince agents to invest ahead of growth; painting the picture for growth
• Influence key decision makers
• Coordinate follow-up and delivery of leads generated
• Open new school buildings in partnership with local agents
• Hire/train new agents in sales and how to obtain new clients
• Thorough knowledge and understanding of repeatable sales processes, business planning, and installation of new agents
• Travel 50-70%

Education & Experience

• Life & Health License Required
• Business degree or equivalent experience
• 3+ years in successful field or agency experience
• Salary is $90,000 with annual merit reviews; bonus target incentive of $35,000 annually subject to annual review