Regional Benefits Consultant

The Regional Benefit Consultant is responsible for being a subject matter expert in Employee Benefits for the purpose of supporting sales and retention efforts for the CoAdvantage Health & Welfare plan. Key deliverables for this role include helping drive improved attachment rates to the CoAdvantage Health & Welfare plan, both through new sales support as well as client retention activities.

• Act as the subject matter expert on the CoAdvantage Health & Welfare plan, local and regional benefit offerings and offering strategies (i.e. ACA regulations, non-medical insurance products, HSA).
• Participate in sales planning meetings, prospect meetings or otherwise, to support attachment to the CoAdvantage Health & Welfare Plan.
• Obtain employee benefits proposals and prepare presentations for new sales meetings.
• Act as the trusted benefits advisor and liaison to the sales and service teams, sharing key statistics and trends to aid in winning and retaining more deals.
• Regularly attend partnership meetings with sales and service teams.
• Partner with Sales & Service enablement on training curriculum for new hires as well as ongoing training materials for existing team members.
• Participate and/or lead Worksite Employee Benefit education meetings at the time of sale or during annual enrollment, as needed.

• 5 or more years demonstrated Brokerage, Employee Benefit, and/or sales support experience with demonstrated results.
• High School Diploma or GED required;
  Bachelor’s degree preferred.
• Must have and maintain required licenses/credentials.
• Superior command of verbal, written, presentation and negotiation skills.
• Proficient use of applicable technology, with an aptitude for leveraging AI.
• Demonstrated ability to communicate verbally and in writing across all levels of organization, both internally and externally.
• Must be able to travel based on client and business needs.

CoAdvantage is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.