Employee Benefits Sales Producer

Pioneer Bancorp, Inc.•Albany, NY

63d•$68,000 - $85,000

About The Position

The Employee Benefits Sales Producer plays a key role in generating new revenue by actively developing and closing a pipeline of group benefits opportunities. This individual will focus on all group benefits and wellness programs, leveraging direct outreach and referrals from business partners and centers of influence to drive growth. Through a strategic approach to territory development, targeted prospecting, and consultative selling, the Employee Benefits Sales Producer will be instrumental in expanding the agency's market presence and client base.

Requirements

High School graduate (or GED) required.
Must have valid Life & Health license or must obtain them within 30-60 days of hire. Ongoing compliance with continuing education requirements is required to maintain the license in good standing.
2-5 years of experience in employee benefits sales, account management, or customer service within an agency or broker setting, PEO, or equivalent HR plan administration role. Equivalent or related experience will also be considered.
Skilled in agency management systems (Applied Epic, preferred).
Proficiency in handling high-volume phone and email service inquiries, as well as policy quoting, is essential.
Trusted to handle sensitive PII/financial data.
Must have own transportation or access to reliable transportation on short notice and valid driver's license plus ability to maintain this throughout employment.

Nice To Haves

Bachelor's degree (Insurance/Risk Management, Business, Human Resources or related field) preferred.
Professional designations such as CEBS/GBA/REBC preferred.

Responsibilities

Proactively prospect to business owners, HR leaders, and other business partners to generate new business opportunities; relationship building, networking, campaigns, cold calling and digital lead generation are key.
Qualify opportunities, gather underwriting/risk data, deliver RFP information to benefit analysts, and quote packages that align with the expressed needs of the prospect/client.
Demonstrate deep industry knowledge and professionalism while delivering compelling sales proposals-both in person and virtually. Effectively address objections and guide prospects or clients toward tailored benefits solutions that meet their individual or business needs.
Collaborate with the agency service team members for a seamless transition of new business clients.
Maintain regular communication with clients to nurture relationships, proactively identify any issues or concerns, and explore opportunities to offer additional products or services available across the organization's divisions. Additionally, serve as the primary relationship manager for select clients.
Must handle multiple accounts in progress with tight deadlines; strong attention to detail and superior time management skills are required.
Stay informed of carrier changes and advise both clients and team members accordingly.
Utilize the office's agency management system as the operational hub-logging all prospecting and client interactions, activity notes, stage changes, and win/loss outcomes; scheduling automated alerts and workflows to ensure deadlines are met.
Attend community events, foster relationships within professional and personal networks, and participate in activities that drive new business sales goals.
Performs other duties as may be requested by agency and organization leadership.