Employee Benefits Consultant
Indianapolis
Job Description Job Description The Employee Benefits Consultant (known internally as an Employee Benefits Producer) acquires new business and retains business through renewals in keeping with Agency and individual goals. Provides field service in support of sales duties. The Sales Advisor agrees upon and sets an annual sales goal in coordination with the Managing Director and meets the annual sales goal along with managing a book of existing clients through collaboration and teamwork with various Operations colleagues.
Responsibilities Achieve annual new and renewal production goals. Manage time and resources to achieve these goals. This includes monitoring progress toward goals on an ongoing basis and making any changes in work habits or workflows to achieve short- and long-term goals.
Develop prospects through an organized direct solicitation program, referrals from present accounts, target marketing leads and through community affairs, affiliations and other contacts.
Develop all information and recommendations for prospective accounts, present proposals and adhere to agency policies and procedures for writing new accounts.
Follow sales methodologies as prescribed by the Managing Director and revenue team leadership.
Complete interaction with clients, agency and company personnel to minimize potentials for error or omission claims, in a timely manner.
Perform special projects at management's request.
Identify and penetrate opportunities to cross sell new/renewal accounts to other departments in the Agency.
Maintain a positive attitude and contribute to a harmonious and cooperative spirit within the agency.
Learn, embrace and utilize Agency technology solutions.
Assist and support Operations colleagues with existing client needs
Serve in an informal leadership/mentorship capacity for Operations and other Sales colleagues
All other duties as assigned
4-6 years proven sales and or industry experience
Bachelor's Degree or combined equivalent years of education and experience
Health & Life License required
Must be aggressive/assertive, a self-starter with the ability to influence others. Should have demonstrated effective presentation skills through both verbal and written communications. Must be willing to travel as required.
Additional Skills Prospecting for new client relationships
Selling or Influencing Others
Communicating with Persons Outside Organization
Establishing and Maintaining Interpersonal Relationships
Performing for or Working Directly with the Public
Getting Information
Updating and Using Relevant Knowledge
Organizing, Planning, and Prioritizing Work
Calculating costs of services.
Customizing financial products or services to meet customer needs.
Gathering customer or product information to determine customer needs.
Benefits: Medical, Dental & Vision
Short-Term & Long-Term Disability
Extended Holiday Weekends
Paid Parental Leave
Company Matching Donations
401k, Roth Option & Matching
Life Insurance
Hybrid Work Environment
Wellbeing Coaching
Mental Health Sessions
Tuition Reimbursement
Fully remote position will be considered if candidate is more than 50 miles from local Indianapolis office
Why Work at G&A? Gregory & Appel helps organizations and people grow through tailored risk management strategies. From helping companies with their business insurance programs and employee benefits offerings to helping individuals protect their assets - our team is the difference.
Who wouldn’t want to work for a company that:
Supports community involvement
Prioritizes diversity, equity and belonging
Invests in your future
Gives 10% of profits back into the community