Regional Benefits Consultant

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CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

• Act as the subject matter expert on the CoAd 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 CoAd 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 aide in winning and retaining more deals.
• Regularly attends partnership meetings with sales and service teams.
• Partners 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

CoAd 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.