Benefits Sales Advisor

WHO WE ARE

Relation Insurance is a leading, innovative company committed to excellence and delivering cutting-edge solutions to our clients. We pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. We are looking for exceptional individuals to join our team and contribute to our growth and success.

WHAT WE’RE LOOKING FOR

The Director of Sales is responsible for new insurance account production and sales activities within assigned accounts. The role involves market research, developing a business base, educating, promoting, and selling insurance services, maintaining existing client relationships, and projecting a professional image in all interactions.

A GLIMPSE INTO YOUR DAY

• Achieve annual revenue goals through consultative sales and expanding service lines.
• Demonstrate industry thought leadership and engagement.
• Develop and execute a sales plan with a pipeline coverage ratio aligned with company metrics.
• Build and manage a pipeline of qualified prospects.
• Document all sales activities and outcomes accurately.
• Close new business effectively, recording opportunities and reasons for wins/losses.
• Provide consultative recommendations to clients.
• Identify and assess client risks and needs.
• Assist clients with technical services like loss control and claims advocacy.
• Transition clients smoothly to account management teams.
• Build strategic relationships with key decision-makers.
• Provide market and competitor insights to leadership.
• Maintain a positive attitude, competitive spirit, and sense of humor.
• Perform other duties as assigned.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

• Life and Health License required and must be maintained.
• Minimum of 2+ years sales experience in insurance, focusing on Employee Benefits.
• College degree preferred, especially with Risk Management experience.
• Strong networking and relationship-building skills.
• Excellent presentation skills for various formats.
• Deep understanding of employee benefits coverage.
• Outstanding communication skills.
• Proficiency in Microsoft Office Suite.
• Knowledge of insurance markets, products, and procedures.
• Valid driver’s license and ability to travel.
• Ability to prioritize and handle multiple tasks independently and within a team.

WHY CHOOSE RELATION?

• Competitive pay and benefits.
• Supportive work environment with health, wellness, 401K, and other benefits.
• Opportunities for career growth and development.

#LI-TP1

Note: This description is not exhaustive of the full role.

Relation Insurance Inc. is an equal opportunity employer, committed to diversity and inclusion, prohibiting discrimination and harassment in all forms.

The salary range for this role is $100,000–$250,000, based on various factors including experience, skills, and location. Compensation decisions are individualized. Participation in a discretionary annual incentive program may also be available.