Group Health Benefits Advisor

Pax Financial Group•San Antonio, TX

33d

About The Position

About PAX Financial Group PAX Financial Group is a San Antoniobased Registered Investment Adviser committed to helping families, businesses, and individuals manage wealth with purpose. Our mission is to equip people with personalized advice and strategic planning that fuel generosity, confidence, and lasting impact. Rooted in faith and inspired by 1 Timothy 6:1719, we believe wealth is a responsibility, not just a resource. Our team blends technical excellence with a deep commitment to client service, behavioral finance, and values-based financial guidance. If you're looking to join a collaborative team where purpose, growth, and impact matter, wed love to connect. Position Overview We are seeking a proactive and relationship-driven Group Health Benefits Advisor to acquire, service, and retain group health insurance clients while executing the workflows that ensure a seamless client experience. This role blends business development, benefits consulting, account management, and operational accuracy. The ideal candidate is equally comfortable building relationships and managing details networking with COIs, consulting with employers, completing carrier paperwork, and executing benefits workflows with precision. This individual plays a key role in supporting PAXs group benefits clients and contributing to the firms growth.

Requirements

Active Texas Life & Health License
25+ years of experience in group health insurance, employee benefits, or a related client-facing role
Strong understanding of group health plans, benefits administration, and carrier processes
Excellent verbal and written communication skills
Demonstrated ability to manage multiple deadlines independently
Strong organization, follow-through, and attention to detail
Comfortable networking, developing COIs, and generating new business opportunities
Proficiency with CRM systems (Salesforce preferred)

Nice To Haves

Experience with benefits enrollment platforms, carrier portals, or HRIS systems
Familiarity with ICHRA structure, administration, and integration into employer benefit strategies
Understanding of ACA, ERISA, COBRA, and related regulatory requirements
Experience within a benefits consulting, brokerage, or advisory environment
Knowledge of group plan design, renewal cycles, and funding arrangements
Ability to analyze vendor offerings and assist clients with plan evaluation and selection
Awareness of trends across medical, dental, vision, life, and disability carriers
Preference for candidates comfortable sharing compliant, educational group health content as part of their professional presence
You take ownership of your role and resolve challenges proactively.
You deliver consistent, reliable service with a relationship-focused approach.
You thrive in a collaborative, team-oriented environment.
You are aligned with PAXs mission, values, and client-centered philosophy.

Responsibilities

Client Acquisition & Relationship Management Acquire and retain group health insurance clients while maintaining high satisfaction standards.
Conduct proactive outreach to COIs, networking partners, and prospective employer groups.
Refer group clients to the Advisory and 401(k) teams when planning opportunities arise.
Assess and validate employer needs on an ongoing basis.
Respond promptly to inbound inquiries via web, email, and phone.
Maintain accurate notes and documentation within Salesforce.
Benefits Administration & Workflow Execution Onboard new group clients and complete all carrier/vendor paperwork accurately and on time.
Manage benefits workflows in alignment with PAX standards and client expectations.
Collaborate with the Sales team, CSA Supervisor, and Resource Manager to ensure consistent service delivery.
Prepare accurate reports, renewals, quotes, and internal documentation.
Service & Retention Achieve business retention targets and support strategic account objectives.
Communicate product updates, compliance changes, and market trends to clients and internal teams.
Participate in ongoing professional development and industry education.
Stay current on regulatory updates and carrier offerings affecting employer-sponsored plans.
Process Improvement & Cross-Functional Collaboration Identify opportunities for workflow improvements and technology-driven efficiencies.
Partner with colleagues to refine processes and enhance the overall client experience.
Support smooth integration of benefits services within PAXs broader client offerings.