Advisor Specialist

Planstin • St. George, UT

3d • $60,000 - $65,000 • Hybrid

About The Position

The Advisor Specialist is a key driver of advisor growth and engagement. This role goes beyond support—acting as a strategic partner to advisors by helping them confidently sell, position, and grow their business with us. The Advisor Specialist combines relationship management, sales enablement, and operational expertise to increase advisor production, improve close rates, and deepen overall partnership.

This position is based in St. George, Utah (in-person or hybrid), Dallas, Texas (fully remote), and Boca Raton, Florida (fully remote).

Requirements

• 2–5+ years of experience in employee benefits, health insurance, or a related field
• A Life and Health insurance license is required for this role and will need to be obtained within the first 90 days of employment. Planstin will provide you with a study program and pay for the cost of the exam to obtain your license and renew it as needed.
• Proven ability or strong interest in sales, account growth, or advisor/broker enablement
• Strong understanding of group health plans, underwriting basics, and sales cycles
• Excellent communication skills with the ability to influence and coach others
• Highly organized with strong follow-through and sense of ownership

Nice To Haves

• Experience supporting brokers/advisors or working in a sales or client-facing role preferred
• Bachelor’s degree or equivalent experience

Responsibilities

• Serve as a dedicated partner to advisors, helping them identify opportunities and drive new business
• Actively support the sales process by guiding advisors on positioning, plan strategy, and overcoming objections
• Use data and reporting to track advisor performance, identify trends, and proactively drive increased production
• Coach advisors on how to effectively present our offering, including key differentiators and value drivers
• Partner with advisors on renewal and prospect strategy to maximize growth and retention
• Reinforce sales behaviors by maintaining consistent follow-up, accountability, and pipeline visibility
• Support onboarding of new advisors with a strong emphasis on early wins and production ramp-up
• Identify common objections or challenges in the field and help refine messaging and sales strategies

Benefits

• Compensation: Base salary of $60,000-$65,000.
• 12 paid holidays plus 3 weeks of paid time off to balance work and life.
• Comprehensive insurance coverage including health, dental, vision, and accident plans tailored for your well-being.
• Discounted membership to Zion HealthShare.
• Free membership for you and your dependents to Primestin Care Clinic.
• Invest in your future with a 401k plan backed by a solid 4% match from us.
• Free snacks and regular lunches available onsite.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees