Talent.com
Employee Benefits Sales - Risk Advisor
Employee Benefits Sales - Risk AdvisorRelation Insurance Services • New Haven, CT, US
Employee Benefits Sales - Risk Advisor

Employee Benefits Sales - Risk Advisor

Relation Insurance Services • New Haven, CT, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

locations

US NC Remote

time type

Full time

posted on

Posted Today

job requisition id

JR100484

WHO WE ARE

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

WHAT WE'RE LOOKING FOR

The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a professional company image through all interactions with clients, insurance carriers, co-workers and others.

A GLIMPSE INTO YOUR DAY

  • Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
  • Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s).
  • Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met.
  • Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC's), other Relation colleagues and Relation marketing sources.
  • Documents new business activity in the appropriate system(s).
  • Appropriately closes new business, documenting won / loss opportunities and reasons for all clients in the system in place at that time.
  • Develops and presents recommendations to clients based on consultative selling approach.
  • Assesses & identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients.
  • Recommends and assists clients with technical services including loss control and claims advocacy programs utilizing our in-house loss control and claims advocacy teams.
  • Seamlessly transitions sold clients to the designated client service / account management team.
  • Serves as client's valued advisor, building a strategic and personal relationship with key client decision makers.
  • Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence.
  • Has a keen sense of humor, a competitive drive and winning spirit.
  • Performs other projects, duties, and tasks, as assigned.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

  • A Life and Health License from state of domicile is required and must be maintained.
  • A minimum of 2+ years sales experience in the insurance industry with a focus on Employee Benefits coverage is required.
  • College degree preferred with preference given to individuals with experience in Risk Management.
  • Strong networking and strategic vision of relationship building and utilization of Centers of Influence (COI).
  • Excellent PowerPoint and presentation skills for both in-person and teleconference / webinar sessions.
  • In-depth understanding of complex employee benefits lines of coverage.
  • Outstanding written and verbal communications skills are required to maintain effective relationships with clients, co- workers, underwriters, vendors and others.
  • Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.
  • Strong working knowledge of insurance markets, products and usages, as well as insurance rating and underwriting procedures.
  • Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation.
  • Ability to prioritize and handle multiple tasks in a demanding work environment.
  • Ability to work independently and on a team.
  • WHY CHOOSE RELATION?

  • Competitive pay.
  • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
  • Career advancement and development opportunities
  • #LI TP1

    Note : The above is not all encompassing of the full position description.

    Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

    The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

    You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

    $100,000.00 - $250,000.00

    [job_alerts.create_a_job]

    Risk Advisor • New Haven, CT, US

    [internal_linking.similar_jobs]
    Remote : Benefits Representative and Leadership Role

    Remote : Benefits Representative and Leadership Role

    Globe Life : Zuzick Organization • New Haven, CT, US
    [filters.remote]
    [job_card.full_time]
    [filters_job_card.quick_apply]
    HIRING REMOTE (NOT HIRING IN CA, MN, NY) The Zuzick Organization of Globe Life is New England's premier company for protecting working families assets with benefits.We were awarded one of New...[show_more]
    [last_updated.last_updated_30]
    Life Insurance Sales Agent

    Life Insurance Sales Agent

    Wesley Finance Group • New Haven, CT, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Explore a Fulfilling Career as a Life Insurance Sales Agent Are you a motivated individual seeking a flexible and rewarding sales career?. Join our team as a Sales Agent and...[show_more]
    [last_updated.last_updated_variable_days]
    Resident Support Specialist-Recovery House

    Resident Support Specialist-Recovery House

    Columbus House • New Haven, CT, US
    [job_card.part_time]
    Job Posting : Part Time (16hours / week), FLSA Non-Exempt, Essential.VEVRAA Federal Contractor : Priority Referrals of Protected Veterans Requested. Company Overview & Mission.Columbus House opened ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Resident. Instructor

    Resident. Instructor

    Community Residences • Shelton, CT, US
    [job_card.full_time]
    Create a nurturing, positive learning environment and develop strategies to help the clients cope effectively with social, emotional and physical situations of daily living and facilitate independe...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales Development Representative

    Sales Development Representative

    Inbox Health • New Haven, CT, US
    [job_card.full_time]
    We are looking for a results-driven, ambitious Sales Development Representative (SDR) to actively seek out and engage customer prospects. Your focus as an SDR will be researching leads and starting ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Restoration Crew Chief

    Restoration Crew Chief

    SERVPRO of Port Jefferson • Coram, NY, US
    [job_card.full_time]
    As the front-line representative of the SERVPRO brand, the Restoration Supervisor demonstrates the companys Here to Help commitment to customers and clients. This is done by coordinating, monitoring...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Personal Lines Advisor

    Personal Lines Advisor

    Goodwin Recruiting • Rocky Point, NY, United States
    [job_card.full_time]
    Our client, an insurance agency with over 40 years of success, is looking to add a.PERSONAL LINES ADVISOR RESPONSIBILITIES : . Follow up with all inbound leads via telephone.Advise clients on their in...[show_more]
    [last_updated.last_updated_1_hour] • [promoted] • [new]
    Employee Benefits Sales Consultant

    Employee Benefits Sales Consultant

    LAWLEY AGENCY, LLC • North Haven, CT, US
    [job_card.temporary]
    Heavily prospects, solicits, quotes and consults for new Benefit Insurance accounts.Produce new revenue through sales to new clients. may have particular niche or concentration.Prepare and execute ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales Executive - Personal Lines / High Net Worth

    Sales Executive - Personal Lines / High Net Worth

    World Insurance Associates, LLC. • Hamden, CT, US
    [job_card.full_time]
    World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improv...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Licensed Life Insurance Sales Agent

    Licensed Life Insurance Sales Agent

    NYL - Melville • Coram, NY, US
    [job_card.full_time]
    Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Homebased Travel Advisor

    Homebased Travel Advisor

    Affinity Travels • Waterbury, CT, US
    [job_card.full_time]
    Are you the go-to person for vacation tips, flight hacks, and dreamy getaways? Turn your passion for travel into a rewarding career as a. Home-Based Travel Advisor from the US or Latinamerica.You wi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Strategies For Wealth Management Ll • Shelton, CT, US
    [job_card.full_time]
    About Us Strategies for Wealth Management.Strategies for Wealth Management.Our focus is on ensuring that pre-retirees and retirees (50+) have the. We are looking for a Financial Advisor who is passi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Retirement Sales Consultant - Financial Advisor

    Retirement Sales Consultant - Financial Advisor

    Lawley Insurance • Shelton, Connecticut, United States
    [job_card.full_time] +1
    [filters_job_card.quick_apply]
    TO APPLY PLEASE UTILIZE THE FOLLOWING LINK : https : / / www.Lawley welcomes confidential conversations with experienced Retirement sales / financial advisors (with or without a book of business) in the...[show_more]
    [last_updated.last_updated_variable_days]
    Everie Egg Donor

    Everie Egg Donor

    Everie • Yaphank, NY, United States
    [job_card.full_time] +1
    Generous compensation : $9,000-$15,000 for first-time donors, with potential.Comprehensive medical care from top fertility specialists. Support and guidance from the Everie team.As an Everie Egg Dono...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Experienced Financial Advisor (With Own Book of Business)

    Experienced Financial Advisor (With Own Book of Business)

    Centurion Holdings LLC • Cheshire, CT, US
    [job_card.full_time]
    Centurion Wealth Management is seeking an experienced Financial Advisor with an established book of business to join our firm. This is an opportunity to take your practice to the next level under ou...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Life Insurance Agent - Warm Leads, Strong Pay, Winning Culture

    Remote Life Insurance Agent - Warm Leads, Strong Pay, Winning Culture

    AO Garcia Agency • West Haven, Connecticut, United States, 06516
    [filters.remote]
    [job_card.full_time]
    Licensed Life Insurance Agents Only.Join a forward-thinking organization that equips licensed agents with elite tools, real leads, and unlimited growth potential. What You'll Experience : • Remote wor...[show_more]
    [last_updated.last_updated_variable_days]
    Career Development Specialist

    Career Development Specialist

    CIRI • New Haven, CT, US
    [job_card.full_time]
    The Connecticut Institute for Refugees, Inc.CIRI) is a statewide nonprofit organization that assists refugees and immigrants resolve legal, economic, linguistic, and social barriers so that they be...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Allstate Insurance Sales

    Allstate Insurance Sales

    Rafferty Insurance Agency Llc • Waterbury, CT, US
    [job_card.full_time]
    We are seeking a passionate, self-driven, natural born salesperson with a desire to make a difference in people's lives.As our newest insurance sales representative, you will sell, market, and ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]