6 дней назад
Employee Client Advisor (Employee Benefits)
70 000 - 150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Employee Client Advisor (Employee Benefits): Driving new business and expanding client relationships in employee benefits insurance with an accent on consultative sales, data-driven growth planning, CRM, predictive analytics, and AI-powered tools. Focus on building qualified pipelines, managing the create–convert–close–retain cycle, analyzing markets and competitors, and delivering tailored proposals with service and marketing teams.
Location: Costa Mesa, California, United States; on-site presence required
Base compensation: $70,000–$150,000 per year, plus performance-based commissions.
Company
is a global fintech company providing insurance, reinsurance, cyber services, mortgage origination, and other financial products to businesses and individual clients.
What you will do
- Build qualified pipelines, convert leads, and meet or exceed annual sales quotas.
- Develop growth plans using data-driven insights, predictive analytics, and AI-powered tools.
- Build trusted client relationships through consultative sales and tailored employee benefits solutions.
- Use CRM and engagement platforms to personalize outreach and identify upsell and cross-sell opportunities.
- Manage sales cadences, forecasting, pipeline reviews, and deal planning with leadership.
- Research market trends and competitor activity and share insights with cross-functional teams.
Requirements
- At least 2 years of experience in client-facing, client advising, or business development roles.
- Experience in the insurance industry is preferred.
- Life and Health license required.
- Experience acquiring new clients or growing revenue through technology and sales platforms.
- Experience using CRM and AI applications.
- Comfort with an on-site presence in Costa Mesa to support collaboration, team leadership, and cross-functional partnership.
Culture & Benefits
- Performance-driven compensation with an initial training and validation period.
- Progressive commission structure and uncapped earnings potential after validation.
- Medical, dental, vision, life, disability, fertility, and wellness benefits.
- Paid time off, holidays, sick time, parental leave, and an Employee Assistance Program.
- 401(k) with immediate vesting, HSA, FSA, commuter benefits, and employee discounts.
- Legal plan options, pet insurance, and a Calm app subscription.
Hiring process
- Final candidates complete post-offer verification processes in accordance with applicable laws.
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