5 дней назад
Employee Benefits Client Advisor
70 000 - 125 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Employee Benefits Client Advisor (Fintech/Insurance): Driving new business, expanding client relationships, and delivering employee benefits solutions through data-driven sales, CRM platforms, predictive analytics, and AI-powered tools with an accent on pipeline development, consultative selling, and revenue growth. Focus on building qualified opportunities, managing the create–convert–close–retain cycle, analyzing market and competitor trends, and developing tailored proposals across multiple lines of business.
Location: Englewood, Colorado, United States; hybrid role with on-site presence required
Base compensation: $70,000–$125,000 per year, plus a progressive commission structure with 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 sales pipelines, convert leads into revenue opportunities, and meet or exceed annual quotas.
- Develop strategic growth plans using data-driven insights, predictive analytics, and AI-powered sales tools.
- Build trusted client relationships through consultative selling and tailored employee benefits solutions.
- Use CRM and engagement platforms to personalize outreach and identify upsell and cross-sell opportunities.
- Manage structured sales cadences, forecasting, pipeline reviews, and deal planning throughout the sales cycle.
- Research market and competitor activity and share insights to improve product positioning, client experience, and revenue strategies.
Requirements
- At least 2 years of experience in client-facing, client advising, or business development roles.
- Experience in the insurance industry is preferred.
- Property and Casualty license preferred, or ability to obtain the license after hire.
- Experience acquiring new clients or generating new revenue through technology and sales platforms.
- Demonstrated experience with CRM and AI applications.
- Comfort with an on-site presence in Englewood, Colorado, to support collaboration and cross-functional work.
Nice to have
- Experience expanding into new markets using technology.
- Property and Casualty license.
- Insurance industry experience.
Culture & Benefits
- Entrepreneurial environment focused on innovation, client centricity, and technology-enabled sales.
- Supported compensation phase during licensing, training, and performance validation.
- Progressive commission structure with increasing rates as experience and performance benchmarks grow.
- Medical, dental, vision, life, disability, fertility, and wellness benefits.
- Paid time off, holidays, sick time, parental leave, and Employee Assistance Program access.
- 401(k) with immediate vesting, HSA and FSA options, commuter benefits, and employee discounts.
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