Portfolio Manager Jobs

About The Position

Requirements

• Must have an active Life, Health & Accident/Sickness License (any state).
• Knowledge of employee benefits brokers, employee benefits, franchises, associations and HR technology.
• Financial background and understanding of financial underwriting concepts.
• Advanced knowledge of navigating the internet as well as various other Microsoft Office programs to include but not limited to Excel, Outlook, Word, PowerPoint, Publisher as well as other required systems to maintain and manage job responsibilities.
• Strong attention to detail and time management abilities.
• Strong ability to multi-task and assign priorities.
• Must have a high level of interpersonal communication skills, both written and verbal, to support team.
• Position continually requires teamwork, demonstrated poise, tact and diplomacy.
• Must have 10 years of relevant experience.
• Current relationships with brokers, franchises or association contacts.
• High degree of experience in solution-based selling of outsourcing, employee benefits, solutions for HR technology solutions.
• College degree required.
• Appropriate State Life and Health licensure – REQUIRED
• Valid driver’s license

Nice To Haves

• Experience in employee benefits or insurance preferred.
• Must be able to work in a fast-paced environment with a demonstrated ability to juggle multiple competing tasks and demands.
• Advanced professional designations welcomed

Responsibilities

• Expert of enterprise sales within employee benefits industry and specifically with brokers, franchises and associations.
• Reporting for the team for weekly, monthly and annual sales reports.
• Coaching and teaching and team relationships with inside sales associates.
• Knowledge of market, competition and competing ideas and solutions.
• Knowledge and use of Decisely’s technology and solutions in creating solutions for customers.