California Licensed Employee Benefits Advisor

Job Summary

To support a growing agency, the full-time California Licensed Employee Benefits Advisor will develop and execute a Personal Excellence Plan, manage client relationships, and provide employee benefits risk management guidance while working remotely.

Key Responsibilities

• Identify, cultivate, and maintain relationships with prospects and clients through a value-driven strategy
• Proactively manage renewals and assist with marketing and placement strategies for client accounts
• Continuously develop technical industry knowledge and participate in professional development activities

Required Qualifications

• Current California Life & Health License
• Proven ability to achieve sales goals and business development objectives
• 4+ years of experience as an Employee Benefits Risk Advisor (preferred)
• Bachelor's degree (preferred)
• Established network and transferable book of business (preferred)