Employee Benefits Consultant

The Employee Benefits Consultant’s is responsible for:


  • Prospect for new clients via multiple channels, meet with prospective clients and build relationships that result in acquiring 3-5 new client groups per month
  • Participate in key industry associations, leads group and other networking functions in order to develop and enhance your prospect pipeline
  • Effectively develop and manage prospects through the sales cycle by utilizing salesforce.com and other sales tools available to sales team members
  • Design, communicate and implement new client employee benefit programs that reflect the level of service and professionalism expected by ProCo
  • Partner with sales consultants in other departments to both team sell and cross sell other insurance products offered by ProCo and its partners
  • Participate in insurance company and vendor meetings that enable you to both understand and stay abreast of developments in health, dental, life, disability, vision, and health savings account insurance products, wellness services and other products

Client Service:

  • Partner with the service team to ensure the day to day client needs are serviced in a timely, effective and efficient manner
  • Engage clients throughout the year in order to respond to their changing needs, offer additional products and develop a trusted advisor relationship
  • Consult with clients prior to renewal in order to ensure we offer employee benefit program options that meet or exceed their needs
  • Partner with the service team to market renewing employee benefit programs and put together renewal proposals that offer products and services that are consistent with needs of the clients
  • Ensure clients receive communication regarding developments in employee benefits that will enable them to stay abreast of industry trends and changes.


  • Determination to achieve  significant financial success
  • Broad experience in human resources or financial services
  • Firm commitment  to creating and executing a plan to build a robust prospect pipeline through networking and prospecting efforts
  • 3-5 years demonstrated success in business development or other consultative sales roles
  • Knowledge of employee benefits insurance products, payroll and human resource needs
  • Excellent organizational, interpersonal and communication skills
  • Excels in a team environment where team-selling and cross-selling successes are the norm
  • Ability to develop and execute on proven business development strategies
  • Current CA life/health insurance license or ability to obtain immediately


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