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Employee Benefits Client Advisor (Position Filled)


Interested in this position? Send us an email message.


Location: Naples, FL
Salary/Pay Rate: Competitive Salary
Employment Type: Full Time

Job Description

We are currently seeking an Employee Benefits Client Advisor.
Detailed work activities include the following:

  • Must be able to Prospect via phone and in person.
  • Communicate in both writing and verbally.
  • Conduct sales presentations.
  • Determine customer needs.
  • Use telephone communication techniques.
  • Use Agency Management System to input prospects and RFP data.
    Essential Job Functions include:

  • Prospect and sell employee benefit products such as health, dental, life, disability and 401k.
  • Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  • Engage in networking functions.
  • Explain features, advantages and disadvantages of various products in order to promote sales.
  • Conduct a needs analysis to obtain data about prospects employee benefit compensation plan.
  • Customize insurance programs to suit employer group, offering a variety of benefit solutions.
  • Valid FL 2-15 insurance license required.