Employee Benefits Insurance Sales - Risk Advisor

North Risk Partners, LLC•Saint Cloud, MN

6d•$50,000 - $80,000

About The Position

North Risk Partners is seeking a driven and enthusiastic Risk Advisor for its Employee Benefits team. The position builds business by identifying prospects, converting prospects to clients, and maintaining relationships with existing clients. Risk Advisors are expected to generate new business to meet minimum sales goals established by North Risk Partners. The role involves prospecting, analyzing insurance needs, developing client solutions, providing advice on available value-added services, and referring business across the company’s departments. The Risk Advisor keeps current on industry trends and regulatory changes, participates in agency sales training, maintains relationships with insurance carriers, and works toward monthly pipeline goals. The position also requires accurate activity tracking, compliance with regulations and company procedures, collection of overdue receivables, ongoing professional development, and travel as needed to meet client needs. The work is primarily indoors in normal office conditions, with travel to client meetings and events that may involve exposure to varying weather. The role may require a flexible schedule, including overtime, nights, and weekends for events and meetings. The estimated base salary is $50,000–$80,000 annually, plus commission and benefits.

Requirements

A combination of education and experience generally attained through a high school degree, a bachelor’s degree, and a minimum of 3 years in a sales role.
Demonstrated experience with prospecting and proactive outreach.
Experience building new relationships and maintaining existing relationships.
Valid driver’s license and ability to travel to North Risk Partners locations and client meetings.
Ability to work a flexible schedule, including overtime, nights, and weekends as needed.
Ability to communicate effectively in English and follow oral and written instructions.
Ability to perform under normal office conditions, including extended periods at a desk and computer.
Ability to frequently twist, bend, stoop, kneel, squat, stand, walk, and reach, and to lift or carry objects weighing up to 25 pounds.
Ability to use manual dexterity and visual acuity for computer keyboarding, office equipment, and review of detailed information.

Nice To Haves

Active insurance license.
Commission-based sales experience.

Responsibilities

Prospect and generate appointments for new business.
Analyze and develop solutions for prospective and current clients’ business insurance needs.
Build strong client relationships by advising clients and offering North Risk Partners’ available value-added services.
Sell or refer business across departments, including property and casualty, employee benefits, and personal lines.
Stay current on trends and advancements in insurance and finance and changes to the regulatory climate, and use that knowledge to 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 pipeline goals.
Enter activity and other relevant information into company software systems in accordance with company procedures.
Follow federal and state regulations and best practices for avoiding errors and omissions.
Collect overdue customer account receivable balances according to company policy.
Continue professional development and pursue and maintain professional designations if applicable.
Travel as necessary to meet client needs.