Employee Benefits Client Advisor
Core
Drive new business and deepen client relationships for Employee Benefits solutions by acting as a data-driven consultant blending human connection with technology.
Role type
Client Advisor (Sales)
Builds
Employee Benefits insurance solutions
Domain
Insurance / Fintech
Deliverable
client delivery
Required skills
client advising, business development, CRM usage, AI applications, market research, competitive analysis, sales forecasting, deal management
Preferred skills
Property and Casualty license, insurance industry experience, market expansion experience
Responsibilities
Achieve annual sales objectives and quotas, develop strategic growth plans using data and analytics, build and manage client relationships, execute structured sales cadences, conduct market research and competitive analysis
Seniority
Individual Contributor
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