PEO Producer - Employee Benefits

Alliant Insurance Services•Boston, MA

23h•$150,000 - $250,000

About The Position

Responsible for achieving individual sales and new business targets by assessing client needs, comparing Professional Employer Organization (PEO) solutions, guiding businesses through the selection process, and supporting successful implementation.

Requirements

Bachelor’s Degree in Marketing, Insurance and/or Management; or equivalent combination of education and experience.
One (1) or more years of insurance industry experience
Five (5) or more years of PEO sales, in a broker division
Valid insurance license
Must continue to meet Continuing Education requirements
Knowledge of payroll, benefits, tax, workers' comp, and HR compliance
Knowledge of CRM platforms (e.g., Salesforce, Benefit Zone, PerfectQuote)
Proficient in Microsoft Office products
Excellent verbal and written communication skills
Excellent presentation and counseling skills
Excellent leadership, problem solving and time management skills
Advanced influencing skills
Good planning, organizational and prioritization skills
Ability to manage multiple deals and relationships simultaneously
Ability to work within a team and to foster teamwork

Responsibilities

Identifies new leads and gathers the necessary information for submissions.
Develops, presents and sells new business proposals to appropriate prospects.
Achieves annual sales goals and provides regular feedback to the Managing Director on progress toward those goals.
Achieves educational and professional development goals established by agency management.
Conducts discovery calls to understand client HR, payroll, benefits, and compliance needs.
Researches, compares, and presents multiple Professional Employer Organization (PEO) solutions based on client goals and industry.
Obtains and analyzes PEO proposals (pricing, benefit plans, service models).
Guides clients through demos, Q&A sessions, and decision-making.
Negotiates favorable terms and pricing on the client’s behalf.
Supports implementation and onboarding processes with selected PEO.
Builds and maintains strong relationships with clients, internal and external brokers and PEO partners.
Stays current on industry trends, labor laws, and competitive PEO offerings.
Collaborates with insurance brokers and internal teams to support broader client needs.
Maintains a professional demeanor and actively supports and promotes a positive public image for the agency
Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates
Performs other duties as assigned.