Morris & Garritano

Employee Benefits Advisor – Sales

Morris & Garritano

full-time

Posted on:

Location Type: Hybrid

Location: Irvine • California • United States

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Salary

💰 $100,000 - $150,000 per year

About the role

  • Work in our Irvine office alongside peers 3 days per week while working remotely and in the field up to 2 days per week with Agency provided technology and hardware
  • Tenaciously solicit new business with drive and initiative through cold calling, networking, referrals, and other lead sources
  • Work closely with your mentors and manager to gain a deep understanding of Employee Benefits products as well as industry knowledge, laws/regulations and best practices
  • Successfully manage the full sales cycle including: Lead generation, Prospecting/Outreach, Presenting, Negotiating, Closing with C-Suite level executives
  • Presenting Open Enrollments, Renewal process
  • Demonstrate a comprehensive understanding of the Employee Benefits market
  • Understand laws and regulations associated with Employee Benefits administration including Affordable Care Act
  • Present renewal proposals to existing clients and deliver open enrollment presentations
  • Advise clients on the changing landscape of the benefits environment and develop unique client business strategies
  • Continually learn and proactively respond within a constantly changing market

Requirements

  • 4 year college degree or relevant work experience in client-facing role
  • 3-5 years of Outside Sales/Cold Calling experience
  • Knowledge of basic insurance concepts and willingness to undergo comprehensive training in benefits products, coverages, and underwriting guidelines
  • Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously
  • Proactive and self-motivated with a drive to succeed in a sales-oriented environment
  • Proficiency in software applications commonly used in an office environment
  • CA Health & Life license or attainment within 90 days (employer sponsored)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Outside SalesCold CallingLead GenerationProspectingNegotiatingClosingEmployee BenefitsInsurance ConceptsClient Business StrategiesOpen Enrollment
Soft Skills
Detail-orientedOrganizational SkillsProactiveSelf-motivatedDrive to SucceedCommunication SkillsNetworkingInitiativeAdaptabilityClient Advising
Certifications
CA Health & Life License