Employee Benefits Insurance Sales - Risk Advisor
About The Position
North Risk Partners is seeking a driven and enthusiastic Risk Advisor to join their Employee Benefits team. This role involves building business by identifying prospects, converting them into clients, and maintaining relationships with existing clients. The Risk Advisor is responsible for generating new business to meet established sales goals. North Risk Partners is a fast-growing firm serving insurance and risk management needs. They have over 450 employees in over 30 locations across five states. The company emphasizes a values-driven team culture, focusing on collaboration, client service, and continuous learning.
Requirements
- A combination of education and experience generally attained through a high school degree, bachelor’s degree, and a minimum of 3 years in a sales role
- Ability to obtain & maintain a life & health license
- Demonstrated experience with prospecting and proactive outreach
- Experience with building new relationships and maintaining existing ones
Nice To Haves
- Commission based sales experience is helpful, but not required
Responsibilities
- Prospect and generate new business appointments
- Analyze and develop solutions for prospective and current client business insurance needs
- Develop strong relationships with clients through advising and offering all value-added services available through North Risk Partners
- Sell/refer business across all departments (i.e., property and casualty, employee benefits and personal lines)
- Study trends and advancements in the insurance and finance industries as well as changes to the regulatory climate for businesses and the insurance industry overall to keep knowledge current and plan strategically
- Attend and actively participate in agency sales training meetings
- Develop and maintain positive relationships with partner insurance carriers
- Continuously fill the sales pipeline and meet monthly goals associated with the pipeline
- Enter activity and other relevant information into the company’s software system(s) in accordance with company procedures
- Follow all federal and state regulations, and best practices for avoiding errors and omissions
- Collect overdue account receivable balances from customers
- Continue professional development; pursue and maintain professional designations if applicable
- Travel as necessary to meet client needs
Benefits
- health
- dental
- vision
- short-term and long-term disability
- life
- long-term care
- 401(k) plan
- continuing professional education and development
- volunteer time off
- paid time off
- paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
