Location: California (can be located in another state- West Coast preferred)

Compensation: Base Salary $60,000-$110,000+ (Negotiable) + Unlimited Commissions & Bonuses

License Required: Current California Life & Health License

Key Responsibilities

Sales & Consulting

• Develop and execute a Personal Excellence Plan with agency leadership.
• Identify, cultivate, and maintain relationships with prospects and centers of influence.
• Consistently engage prospects, partners, and clients through a value-driven relationship strategy.
• Deliver compelling presentations to prospective and existing clients.
• Follow the agency's consultative sales process and best practices.
• Provide employee benefits risk management and loss prevention guidance.
• Cross-sell additional agency services and solutions.
• Generate new business through referrals and networking.
• Collaborate with fellow advisors and internal teams on sales opportunities.

Client Service & Retention

• Proactively manage renewals and ensure timely completion of services.
• Assist with marketing and placement strategies for client accounts.
• Review and present benefit proposals to clients.
• Work collaboratively to design and recommend benefit plans and coverage options.
• Maintain accurate documentation and client records within Epic.
• Help resolve claims, billing, and premium issues while maintaining thorough records.
• Identify additional resources and solutions to support client needs.
• Build and maintain a profitable, long-term book of business.

Professional & Team Development

• Execute your Personal Excellence Plan and achieve established goals.
• Continuously develop technical industry knowledge and sales expertise.
• Attend and actively participate in sales meetings and training sessions.
• Manage relationships and workload while consistently achieving sales objectives.
• Represent the agency at industry events, professional associations, and community functions.
• Deliver educational presentations, webinars, and professional sessions.
• Participate in nonprofit organizations and serve on at least one community board.
• Foster strong, collaborative relationships with colleagues, carriers, and partners.

Qualifications

Required

• Current California Life & Health License.
• Proven ability to achieve sales goals and business development objectives.

Preferred

• 4+ years of experience as an Employee Benefits Risk Advisor.
• Bachelor's degree.
• Established network and transferable book of business.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.