Employee Benefits Adviser

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Johnson Financial Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1970

🏦 Banking

💳 Fintech

Banking • Fintech • Wealth Management

Johnson Financial Group is a Wisconsin-based financial services company that offers a variety of banking, wealth management, and financial planning solutions tailored to individual and business needs. With services ranging from personal loans and home financing to commercial banking and investment strategies, they strive to support clients in achieving their financial goals. Johnson Financial Group is recognized for its customer-centric approach and commitment to community involvement, making it a significant player in the financial sector of the region.

📋 Description

• Be able to communicate effectively and always work in the best interest of the client • Generating new business opportunities through company leads, networking, referrals and calls • Conducting meetings with employers to customize programs to help meet their benefits needs • Engaging and enrolling interested employees in plans • Continuing to service employer customers through ongoing consultation on topics regarding new benefits options, the latest benefits trends, ACA updates, etc. • Be skilled at presenting in both small and large group presentations

🎯 Requirements

• Minimum of 1-year sales or customer service experience • Proficiency with Microsoft Office (Word, Excel, Outlook) • Effective verbal and written communication skills • Must perform well in high-energy, dynamic and team-oriented environments • Bachelor’s Degree Preferred Credentials • Bilingual. • Life and Health Licensed or ability to become licensed. • CLU, ChFC, CFP designations or desire to work toward industry designation to develop subject matter expertise with company assistance.

🏖️ Benefits

• The opportunity to sell the top providers of employee benefit insurance products at the worksite in the U.S. • Flexible schedules, no holidays or weekends • The opportunity to earn additional financial incentives, awards, and exotic trips • Access to comprehensive, ongoing training (online) – aided by proven education materials and sales automation technology • Broad portfolio of plans and services that allow you to help business owners and employees find policies that meet their needs