Employee Benefits Producer
Job not on LinkedIn
🔥 16 minutes ago
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📋 Description
• Build and manage a pipeline of new business in the 50 – 1000 eligible employee employer market, with a target of 150k new annualized Employee Benefits revenue each year. • Run consistent daily prospecting activity: calls, meetings, referral outreach…because activity, not just closed deals, is what we track and coach to. • Develop and execute a written business plan for your territory, updated and reviewed regularly with your HUB leader. • Retain and grow existing client relationships, working alongside our account management team on renewals, plan design, and service issues. • Build relationships with Centers of Influence (CPAs, attorneys, HR consultants) to create a durable referral pipeline. • Understand plan design, funding options, and compliance well enough to advise clients — not just sell a product. • Use NavSav's CRM and sales tools to keep your pipeline current so leadership can forecast and support you accurately. • Represent NavSav at networking events, HR association meetings, and community functions across your territory.
🎯 Requirements
• 1-3+ years of Employee Benefits sales experience, ideally in an independent agency or brokerage environment. • Active Life & Health insurance license. • A track record of hitting new business goals: you can point to real numbers. • Comfortable being self-directed. • Strong working knowledge of plan design, funding arrangements, and benefits compliance basics. • Genuine relationship-builder. • Comfortable with the grind of outside sales is a door-opening, relationship-building role, not a desk job.
🏖️ Benefits
• Medical, dental, and vision coverage. • 401(k) with company match. • Paid time off and holidays. • Defined career pathing into Team Lead, Service/Operations, or Employee Benefits leadership roles.
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