Employee Benefits Sales Advisor

6 months ago

Victoria, Canada Integrated Benefit Solutions Full time

**Pay Transparency**: This is a _**Salary + Commission **_ based role with an estimated earnings of $50,000-$75,000/yr. There is also the potential for bonuses further increasing this compensation range
- **Our Company **_

**Do you enjoy working in a small business setting in a close knit team environment?**

Integrated Benefit Solutions has been tracking and analyzing benefit trends and providing comprehensive benefit consulting and advising for business owners, their employees and their families since 1999. Our mission is to be the leader in providing Group Benefits & Savings to Vancouver Island business owners and community members. We help professionals protect their business and families through our unique and exclusive product offerings and unparalleled customer service.

**We accomplish this by committing to our core values**:

- **Integrity**_ **-** We are honest with our clients and handle their business with strong moral principles and comply with all industry standards and regulations.
- **Loyalty**_**-** We provide excellent customer service and will never leave clients to navigate the complicated world of insurance and employee benefits alone. We are locally owned and operated and value supporting our community. *
- **Growth**_ **-** We are committed to growing our business by continually improving our customer service process and product base.
- **Job Summary**_

Independently, the Employee Benefits Sales Advisor assesses the needs of clients and helps them by offering group benefits and insurance solutions. They provide group clients with solutions to reward, protect, and retain their valuable employees. Benefits Sales Advisors rely on their education, knowledge of group benefits, insurance solutions, and people skills to build and maintain client relationships.
- **Primary Responsibilities and Duties**_**
- Grow and maintain a client base.
- Advise potential clients, and gather information needed to develop a group benefits plan.
- Generate, track, manage, and successfully close on prospective leads
- Answer client questions about group plans and strategies and giving sound advice pertaining to benefit options.
- Effectively communicate appointments and schedule changes to support staff
- Effectively communicate changes in prospecting for potential group clients to both administrative staff and executive management
- Analyze data received from clients to develop strategies for meeting clients' benefit coverage goals.
- Contact clients regularly to discover any changes or improvements that could be made to their plans.
- Updating licenses and education as required by industry standards
- Manage and update client portfolios as needed in the Customer Relationship Management software.
- Maintain files in accordance with Integrated Benefit Solutions policy and procedures.
- Work with business to business contacts to help secure clients for Integrated Benefit Solutions
- Attending public relations events and networking on behalf of the company
- **Need to have**_
- A Life License Qualification Program Certification (LLQP)
- A High School Diploma or equivalent
- A positive, can do attitude
- Errors and Omissions Insurance
- A strong drive to achieve set goals
- Continuing Education credits must be kept up to date
- Strong organizational and time management skills
- Excellent verbal and written communication skills
- Excellent people skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)
- A strong sense of discretion and professionalism
- Strong people skills
- Knowledge of insurance, investments, and group benefits
- **Nice to have **_
- A vehicle for transportation
- A flexible schedule to attend networking and sales events
- A network of potential clients to help develop a starting client base

**Integrated Benefit Solutions is committed to promoting employee equity and building a skilled, diverse workforce.**

**Benefits**:

- On-site parking
- Flexible working hours
- Work from home opportunities
- Company events & social hours
- Wellness programs

Pay: $40,000.00-$70,000.00 per year

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care

Schedule:

- 8 hour shift

Supplemental pay types:

- Bonus pay
- Commission pay

Ability to commute/relocate:

- Victoria, BC: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Do you have a life license qualification (LLQP) or willing to work towards the designation?

**Experience**:

- Group Benefits/Insurance: 1 year (required)

Licence/Certification:

- LLQP Certification? (preferred)

**Location**:

- Victoria, BC (required)

Work Location: In person

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