Job Description

Job Description

Job Description

Employee Group Benefits Sales Advisor

We are looking for someone to find their next home with Health Risk Services!

Health Risk Services is seeking a dynamic and driven Employee Group Benefits Sales Advisor to join our team. This role involves developing and maintaining relationships with clients, understanding their needs, and providing tailored insurance and employee benefits solutions.

The ideal candidate will have a strong background in Group Benefits and Insurance sales, excellent communication skills, and a passion for helping businesses and individuals secure their financial futures.

Pay:

• Commission plus bonuses.
• Average sales advisors are making between $75,000 - $100,000+ their first year.

Benefits:

• Competitive Commission and bonus opportunities.
• Health, dental, and vision coverage.
• Professional development and continuing education support.
• Excellent Operational and Team Support

Schedule:

• This is a hybrid position that will require you to come into the office three days per week.

Working Conditions:

• Regular office hours with occasional evenings and weekends for client meetings.
• Travel may be required to meet with clients and attend industry events.

Qualifications:

• Must be authorized to work in Canada without sponsorship and currently live in Calgary.
• Education :
  • Bachelor’s degree in Business, Finance, Insurance, or a related field (preferred but not required).
• Experience :
  • Minimum 5 years of proven experience in the Group Benefits industry.
  • Experience with CRM software and sales tracking systems.
• Skills :
  • Strong understanding of employee benefits and insurance products.
  • Excellent communication, presentation, and negotiation skills.
  • Ability to build and maintain strong client relationships.
  • Self-motivated with a results-driven approach.
  • Strong organizational and time management skills.
• Licenses/Certifications :
  • Life and A&S Insurance licenses as required by the Alberta Insurance Council

Key Responsibilities:

• Client Relationship Management :
  • Develop and maintain strong relationships with new and existing clients.
  • Conduct regular meetings and presentations to understand client needs and present suitable insurance and benefits solutions.
• Sales and Business Development :
  • Identify and pursue new sales opportunities within the market.
  • Achieve or exceed sales targets and business objectives.
  • Develop and execute sales strategies to grow the client base.
• Consultation and Needs Assessment :
  • Conduct thorough needs assessments to understand client requirements and recommend appropriate products.
  • Provide expert advice on insurance and employee benefits options, including health, dental, vision, life, disability, and retirement plans.
• Product Knowledge and Training :
  • Stay up-to-date with the latest products, industry trends, and regulations.
  • Participate in ongoing training and professional development opportunities.
  • Educate clients on the features, benefits, and limitations of various insurance and benefits products.
• Customer Service :
  • Provide exceptional customer service to ensure client satisfaction and retention.
  • Address client inquiries and resolve issues promptly and effectively.
  • Assist clients with claims processing and policy management.
• Administrative Duties :
  • Maintain accurate and up-to-date client records in the CRM system.
  • Prepare and present regular sales reports and forecasts to management.
  • Ensure compliance with all company policies and industry regulations.

Health Risk is celebrating its 25th Anniversary come January 1, 2022! We are a successful Boutique Benefits & Brokerage company that specializes in unique and customized benefits programs and insurance strategies. The company is based in Calgary, AB but we have clients from British Columbia to Ontario. We believe in creating and maintaining individual client relationships and as a result, have clients that have been with us for close to 20 years! We are entrepreneurial in our thinking, our philosophies, and our approach. Our environment fosters the empowerment of our people to always make the right and best decisions when it comes to providing the ultimate in service to our clients. So, if you are searching for a career that will provide work diversity, challenging opportunities, and financial security - rather than just a job, then Health Risk can provide the career you have been looking for! For more information about Health Risk Services, please visit our website at healthrisk.ca. Come Join Our Team!

Company Description

Health Risk is celebrating its 25th Anniversary come January 1, 2022! We are a successful Boutique Benefits & Brokerage company that specializes in unique and customized benefits programs and insurance strategies. The company is based in Calgary, AB but we have clients from British Columbia to Ontario. We believe in creating and maintaining individual client relationships and as a result, have clients that have been with us for close to 20 years! We are entrepreneurial in our thinking, our philosophies, and our approach. Our environment fosters the empowerment of our people to always make the right and best decisions when it comes to providing the ultimate in service to our clients. So, if you are searching for a career that will provide work diversity, challenging opportunities, and financial security - rather than just a job, then Health Risk can provide the career you have been looking for! For more information about Health Risk Services, please visit our website at healthrisk.ca. Come Join Our Team!

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