Employee Benefits Adviser

Job not on LinkedIn

🕒 June 24

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

👻 Ghost score 53%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Preferred Choice Financial Group

WebsiteAll Job Openings

- employees

🛡️ Insurance

🤝 B2B

Insurance • B2B

Preferred Choice Financial Group is an insurance advisory and brokerage business that provides property & casualty insurance, life insurance and annuity products, and employee benefits solutions. The firm acts as an outside sales agent and adviser, serving both individual consumers (for personal property/casualty and life/annuity products) and businesses (for commercial lines and employee benefits). Services include lead development, needs-based reviews, client relationship management, underwriting application support, enrollment and ongoing benefits consulting, and sales via phone, email, and in-person meetings.

📋 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

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