Benefits Advisor

Job Summary

Seeking a motivated and results-driven Benefits Advisor to join an Employee Benefits team. This full-time, remote position is ideal for a sales professional with a proven track record in B2B sales who is eager to develop new business relationships, build a sustainable pipeline, and assist employers in navigating the complexities of employee benefits. Reporting to the Director of Sales or Chief Sales Officer, the Benefits Advisor will play a key role in driving business growth through consultative and relationship-driven sales strategies.

• Competitive base salary with an uncapped commission structure.
• Comprehensive benefits package, including medical, dental, and vision coverage.
• 401(k) plan with company match.
• Professional development and industry certification support.
• Opportunities for career growth within a collaborative and supportive team environment.

• Identify and prospect potential clients through networking, referrals, cold outreach, and community involvement.
• Build and maintain a robust pipeline of qualified opportunities.
• Conduct discovery meetings to understand employer needs, challenges, and goals.
• Present tailored benefits solutions that address client pain points and business objectives.
• Negotiate and close new business, managing the sales cycle from initial contact to signed agreement.

• Develop and execute a personal sales plan with clear activity metrics and revenue targets.
• Follow a defined sales process and methodology, maintaining accurate records in the CRM system.
• Prepare and deliver compelling proposals and presentations.
• Collaborate with internal teams to ensure smooth transitions from sale to implementation.
• Participate in regular pipeline reviews and forecasting discussions.

• Establish yourself as a trusted resource in the local business community.
• Develop centers of influence, including CPAs, attorneys, HR consultants, and financial advisors.
• Stay current on industry trends, carrier products, and regulatory changes affecting employee benefits.
• Represent the company at industry events, trade shows, and networking functions.

• Minimum of 3 years of successful B2B sales experience with documented results.
• Proven ability to prospect, build a pipeline, and close deals independently.
• Strong presentation and communication skills.
• Self-motivated with excellent time management and organizational abilities.
• Proficiency with CRM systems and standard business technology.
• Valid driver’s license and ability to travel locally for client meetings.

• Experience in selling professional services or other consultative/complex solutions.
• Existing network of business relationships in the local market.
• Life and Health insurance license (or willingness to obtain within 90 days of hire).
• Bachelor’s degree or equivalent professional experience.