About the position
The Associate Client Relationship Consultant role within the Group Benefits team is designed for individuals who excel in relationship building and thrive in a fast-paced environment. This position involves marketing various group benefit solutions, enhancing local brand presence, and managing client relationships to ensure retention and growth. The role offers a pathway for career advancement while contributing to the mission of making financial security accessible to all.
Responsibilities
• Efficiently market Group Life, Disability, Dental, Vision, and Critical Illness solutions through financial advisors for employer groups.
• Enhance networks and relationships through active participation in associations and industry events.
• Grow and retain a block of group clients through expert renewal analysis and negotiation.
• Collaboratively sell additional products and services, and assist brokers and employer groups with service issues.
Requirements
• BS or BA degree or 8 years of equivalent experience.
• 0+ years of professional experience.
• Insurance Licensing required based on state/federal laws and/or company policy.
• Excellent persuasion, organizational, problem-solving, decision-making, time management, presentation, listening, oral and written communication skills.
• Advanced math skills with basic skills related to graphs, symbols, equations, etc.
• Detail-oriented with the ability to maintain accuracy and confidentiality.
Benefits
• Personal Time Off (PTO) for vacation, personal, or short-term illness.
• Pension eligibility.
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