Employee Benefits Sales Advisor

Relation Insurance Services

. Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients .

Posted 10/9/2026full-timeRemote • United StatesJuniorMid-Level💰 $100,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative sales within the insurance industry, particularly in Employee Benefits coverage, while effectively building strategic relationships and managing client needs. Proficient in utilizing advanced presentation skills and Microsoft Office tools to communicate insights and recommendations.

Highest-signal resume keywords

Life And Health LicenseConsultative Sales ExperienceEmployee Benefits CoverageMicrosoft Office ProficiencyInsurance Market Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Consultative SellingClient Risk AssessmentPipeline DevelopmentBusiness DocumentationClaims AdvocacyInsurance Rating ProceduresPresentation SkillsMarket Trend AnalysisSales PlanningClient Relationship Management

Soft Skills

NetworkingStrategic VisionWritten CommunicationVerbal CommunicationTeam Collaboration

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointMicrosoft WordWebinar SoftwareCRM Systems

Certifications & Qualifications

Life And Health License

Industry Keywords

Insurance IndustryEmployee BenefitsRisk ManagementCenters Of InfluenceLoss Control

About the role

Key responsibilities & impact

Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients
Demonstrate thought leadership and industry engagement through associations and speaking panels
Develop an annual individual sales plan with pipeline coverage aligned to company metrics
Build an active pipeline of qualified prospects through personal contacts, client referrals, prospect pursuit campaigns, colleagues, and marketing sources
Document new business activity in appropriate systems
Close new business and document won/lost opportunities and reasons
Develop and present client recommendations using a consultative selling approach
Assess and identify client risk issues, needs, and difficult-to-insure exposures
Recommend and assist with technical services, including loss control and claims advocacy programs
Transition sold clients to designated client service/account management teams
Serve as a valued advisor and build strategic relationships with key client decision makers
Communicate market trends, competitor analysis, and business intelligence to leadership
Perform other assigned projects, duties, and tasks

Requirements

What you’ll need

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 in-person and teleconference/webinar sessions
In-depth understanding of complex employee benefits lines of coverage
Outstanding written and verbal communication skills
Advanced skills in Microsoft Office, primarily Excel, PowerPoint and Word
Computer literacy and ability to learn new software applications
Strong working knowledge of insurance markets, products and usages, and insurance rating and underwriting procedures
Valid driver’s license
Ability to travel to client sites and reliable transportation
Ability to prioritize and handle multiple tasks in a demanding work environment
Ability to work independently and on a team