Job Summary

Seeking a motivated and results-driven Benefits Advisor to join an Employee Benefits team. This full-time, remote position is ideal for a sales professional with a proven track record in B2B sales who is eager to develop new business relationships, build a sustainable pipeline, and assist employers in navigating the complexities of employee benefits. Reporting to the Director of Sales or Chief Sales Officer, the Benefits Advisor will play a key role in driving business growth through consultative and relationship-driven sales strategies.

Compensation Package

Competitive base salary with an uncapped commission structure.
Comprehensive benefits package, including medical, dental, and vision coverage.
401(k) plan with company match.
Professional development and industry certification support.
Opportunities for career growth within a collaborative and supportive team environment.

Responsibilities

New Business Development

Identify and prospect potential clients through networking, referrals, cold outreach, and community involvement.
Build and maintain a robust pipeline of qualified opportunities.
Conduct discovery meetings to understand employer needs, challenges, and goals.
Present tailored benefits solutions that address client pain points and business objectives.
Negotiate and close new business, managing the sales cycle from initial contact to signed agreement.

Sales Planning & Execution

Develop and execute a personal sales plan with clear activity metrics and revenue targets.
Follow a defined sales process and methodology, maintaining accurate records in the CRM system.
Prepare and deliver compelling proposals and presentations.
Collaborate with internal teams to ensure smooth transitions from sale to implementation.
Participate in regular pipeline reviews and forecasting discussions.

Market & Relationship Building

Establish yourself as a trusted resource in the local business community.
Develop centers of influence, including CPAs, attorneys, HR consultants, and financial advisors.
Stay current on industry trends, carrier products, and regulatory changes affecting employee benefits.
Represent the company at industry events, trade shows, and networking functions.

Qualifications/Requirements

Required

Minimum of 3 years of successful B2B sales experience with documented results.
Proven ability to prospect, build a pipeline, and close deals independently.
Strong presentation and communication skills.
Self-motivated with excellent time management and organizational abilities.
Proficiency with CRM systems and standard business technology.
Valid driver’s license and ability to travel locally for client meetings.

Preferred

Experience in selling professional services or other consultative/complex solutions.
Existing network of business relationships in the local market.
Life and Health insurance license (or willingness to obtain within 90 days of hire).
Bachelor’s degree or equivalent professional experience.

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