13 дней назад
Employee Benefits Client Advisor (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Employee Benefits Client Advisor (Fintech): Driving new business, expanding client relationships, and developing employee benefits solutions in the insurance market with an accent on consultative sales, data-driven growth, and AI-powered tools. Focus on building qualified pipelines, managing CRM-led sales cadences, identifying upsell opportunities, and using predictive analytics to improve deal velocity and revenue outcomes.
Location: Mount Pleasant, South Carolina, United States; hybrid role with an on-site presence required
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 annual sales quotas.
- Develop strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools.
- Acquire new clients and deepen relationships through consultative sales and tailored employee benefits solutions.
- Use CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities.
- Follow structured sales cadences across the create–convert–close–retain cycle and maintain accurate forecasts.
- Research market and competitor trends and share insights with leadership and cross-functional teams.
Requirements
- 5+ years of experience in a client-facing, client advising, or business development role.
- 2+ years of employee benefits experience in an agency or broker setting.
- Experience in the insurance industry is preferred.
- Life and Health License preferred, or ability to obtain the license after hire.
- Demonstrated experience acquiring clients or growing revenue through technology and sales platforms.
- Comfort with on-site presence in Mount Pleasant, South Carolina to support collaboration and cross-functional partnership.
Culture & Benefits
- Entrepreneurial environment focused on innovation, client centricity, and technology-enabled sales.
- Medical, dental, vision, life, disability, fertility, and wellness benefits.
- Paid sick time, paid time off, holidays, and Employee Assistance Program access.
- 401(k) plan with immediate vesting, HSA, FSA, commuter benefits, and employee discounts.
- Paid maternity and paternity leave, including for adoptive parents, plus legal plan and pet insurance options.
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