Employee Benefits Insurance Sales - Risk Advisor

North Risk Partners, LLC•Mendota Heights, MN

4d•$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 current clients. Risk Advisors are expected to generate new business to meet minimum sales goals established by the company. The role involves prospecting, advising clients on business insurance needs, offering North Risk Partners’ value-added services, and referring or selling business across departments. The Risk Advisor keeps current on insurance and finance industry trends, regulatory changes, and strategic planning; participates in agency sales training; maintains relationships with insurance carrier partners; manages a continuous sales pipeline; records activity in company systems; follows regulations and errors-and-omissions prevention practices; collects overdue receivables; and pursues professional development. Travel is required as necessary to meet client needs, including travel to company locations and client meetings. The work environment is primarily indoors, with exposure to varying weather during work-related travel and outdoor events. This is a full-time position with an estimated base salary of $50,000–$80,000 annually, plus commission and benefits. Compensation depends on factors such as budgets, qualifications, experience, education, licenses, specialty, and training. The benefits package includes health, dental, and vision insurance; short- and long-term disability; life and long-term care coverage; a 401(k) plan; continuing professional education and development; volunteer time off; paid time off; and paid holidays.

Requirements

A combination of education and experience generally attained through a high school degree, bachelor’s degree, and at least 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 company locations and client meetings.
Ability to work a flexible schedule, including overtime, nights, and weekends as needed for events and meetings.
Ability to perform under normal office conditions, including extended periods sitting at a desk and working at a computer.
Ability to lift or carry objects weighing up to 25 pounds.
Ability to twist, bend, stoop, kneel, squat, stand, walk, and reach frequently.
Ability to hear, speak, and communicate effectively in English, and to follow oral and written instructions.
Manual dexterity and visual acuity for keyboarding, using office equipment, and reviewing detailed reports, information, fine print, and warning labels.
Ability to move around office buildings and facilities repeatedly throughout the day.
Ability to use telephones, calculators, copy machines, computers, printers, and other office equipment.
Demonstrate enthusiasm, a positive attitude, professionalism, and alignment with North Risk Partners’ core values, mission, and culture.
Collaborate and work effectively with coworkers and communicate professionally with clients, Risk Advisors, and other coworkers.

Nice To Haves

Active insurance license (preferred, but not required).
Commission-based sales experience (helpful, but not required).
Professional designations, where applicable.

Responsibilities

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