6 дней назад
Employee Benefits Client Advisor (AI)
70 000 - 100 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Employee Benefits Client Advisor (AI): Driving new business and expanding client relationships in employee benefits insurance with an accent on data-driven sales planning, predictive analytics, CRM platforms, and AI-powered tools. Focus on building qualified pipelines, managing create–convert–close–retain sales cycles, developing tailored proposals, and identifying market and competitive opportunities.
Location: Coeur d'Alene, Idaho, United States; hybrid role with an on-site presence required
Base compensation: $70,000–$100,000 per year, with progressive commissions and uncapped earnings potential after validation.
Company
is a global fintech company providing insurance, reinsurance, cyber services, mortgage origination, and other financial products to businesses and individuals.
What you will do
- Build qualified pipelines, convert leads into revenue opportunities, and meet or exceed sales objectives.
- Develop strategic growth plans using data-driven insights, predictive analytics, and AI-powered sales tools.
- Partner with service teams and marketing specialists to create tailored proposals across multiple lines of business.
- Develop client relationships through consultative sales, personalized outreach, and CRM engagement platforms.
- Manage sales cadences, forecasting, pipeline reviews, and the create–convert–close–retain cycle.
- Research market trends and competitor activity to refine positioning, product offerings, and revenue strategies.
Requirements
- At least 2 years of experience in a client-facing, client-advising, or business development role.
- Insurance industry experience is preferred.
- Life and Health license required.
- Demonstrated success acquiring new clients or generating new revenue.
- Experience using CRM platforms, technology tools, and AI applications in sales.
- Comfort with on-site presence in Coeur d'Alene to support collaboration, team leadership, and cross-functional partnership.
Nice to have
- Experience expanding into new markets through technology-enabled sales efforts.
- Experience enhancing sales in existing markets using technology platforms.
Culture & Benefits
- Entrepreneurial environment focused on innovation, client centricity, and growth.
- Medical, dental, vision, life, and disability insurance.
- Paid sick time, paid time off, holidays, maternity leave, and paternity leave.
- 401(k) with immediate vesting, HSA and FSA options, and commuter benefits.
- Employee Assistance Program, Calm subscription, wellness resources, fertility benefits, and family-care options.
Hiring process
- Final candidates complete post-offer verification processes in accordance with applicable laws.
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