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/Business Development)
Builds
Employee Benefits solutions (Insurance, Reinsurance, Cyber Services, Mortgage Origination)
Domain
Fintech / Insurance
Deliverable
client delivery
Required skills
Client advising, Business development, Pipeline management, Consultative selling, CRM usage, Market research, Competitive analysis, Data-driven insights, Strategic planning, Deal management
Preferred skills
Property and Casualty licensing, Insurance industry experience, Market expansion, Technology platform utilization, AI application experience
Technologies
CRM, AI applications, Analytics platforms, Engagement platforms
Responsibilities
Achieve annual revenue objectives by building qualified pipelines and converting leads; Develop and execute strategic growth plans leveraging data and AI; Partner with service teams to deliver tailored proposals; Serve as a trusted advisor to understand client challenges and deliver holistic solutions; Follow structured sales cadences for forecasting and deal management; Conduct market research and competitive analysis to refine positioning.