California Licensed Sales Representative

Job Summary

Managing the sales process from quote through enrollment, the full-time California Licensed Sales Representative will collaborate remotely with broker firms to develop sales strategies and provide support for large group benefits, ensuring a thorough understanding of market trends and product offerings.

Key responsibilities:

• Establish an in-depth understanding of products and processes to assist agents/brokers effectively
• Review RFP submissions and develop quoting strategies in collaboration with Business Service Executives
• Conduct regular follow-ups with agents/brokers to understand customer needs and enhance sales opportunities

Required qualifications:

• Associates degree or equivalent required
• 4+ years of professional experience in selling, account management, or servicing large group benefits
• Active Life & Health License
• Strong knowledge of large group carrier plan features and financial principles
• Proficiency in Microsoft Office, particularly Word, Excel, and Outlook Exchange