Benefits Advisor - Insurance Producer

Benefits Advisor

We continue to win awards and achieve honors for our culture, industry expertise, and services.

Central Coast Best Places to Work by Pacific Coast Business Times )

Leaders of Influence – Insurance by Orange County Business Journal (2023, 2025)

50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2024)

UBA Advisor Awards (2022 – 2023)

Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 – 2024)

About the Role:

Joining our team as a Benefits Advisor opens a world of incredible opportunities and rewards for those who are willing to invest in their own success. In this role, you'll find yourself immersed in a dynamic environment where your efforts directly correlate with your achievements. As a vital part of our team, you'll be tasked with building an organic pipeline and carrying it through to develop a true book of business as an accomplished hunter.

Located in vibrant Orange County, our team is seeking individuals who are self-motivated and driven by a passion for excellence and growth. We believe in nurturing talent and providing valuable support and mentorship to help you thrive.

How will you be compensated:

$100,000-$150,000 Base Salary

Uncapped New Business Commission Structure

Yearly Renewal Business Commissions

Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans

Free Employee Assistance Program

Paid Holidays, Paid Sick Time, and Flexible Vacation Time

401(k) with 50% match

Who you are:

You are a self-starter, sociable, innovative and goal oriented

You drive towards results without sacrificing quality

You excel in reaching Employee Benefits Sales goals while remaining accountable to agency Core Values:

Do the Right Thing

Love What You Do

Always Be Improving

Go The Extra Mile

Build Collaborative Relationships

You shine when selling a highly complex work product

You hold a sincere belief in people-driven decision making within a business environment

What you will do:

Work in our Irvine office alongside peers 3 days per week while working remotely and in the field up to 2 days per week with Agency provided technology and hardware

Tenaciously solicit new business with drive and initiative through cold calling, networking, referrals, and other lead sources

Work closely with your mentors and manager to gain a deep understanding of Employee Benefits products as well as industry knowledge, laws/regulations and best practices

Successfully manage the full sales cycle including:

Lead generation

Prospecting/Outreach

Presenting

Negotiating

Closing with C-Suite level executives

Presenting Open Enrollments

Renewal process

Demonstrate a comprehensive understanding of the Employee Benefits market

Understand laws and regulations associated with Employee Benefits administration including Affordable Care Act

Present renewal proposals to existing clients and deliver open enrollment presentations

Advise clients on the changing landscape of the benefits environment and develop unique client business strategies

Continually learn and proactively respond within a constantly changing market

Your

Qualifications:

4-year college degree or relevant work experience in client-facing role

1-2 years of Outside Sales/Cold Calling experience

Knowledge of basic insurance concepts and willingness to undergo comprehensive training in benefits products, coverages, and underwriting guidelines

Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously

Proactive and self-motivated with a drive to succeed in a sales-oriented environment

Proficiency in software applications:
Microsoft Office, Salesforce, and Zoominfo

CA Health & Life license or attainment within 90 days (employer sponsored)