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Benefits Producer

3 months ago


Philadelphia, United States Patriot Growth Insurance Services Full time

**About Patriot**:Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth. Our collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. Patriot’s unique equity model creates alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated associates. With 100+ offices in 23 states and more than 1,700 professionals, Patriot is a top 60 U.S privately held insurance agency that ranks in the top-20 amongst privately held employee benefits agencies.

**About Exude**:Founded in 1996, Exude, Inc. is an award-winning consulting firm that specializes in all things people. We provide consulting services in Employee Benefits, Human Resources, Diversity, Equity & Inclusion, and Leadership Development. We have a firm belief that when we help your people be the best versions of themselves, your company will be its best. Our integrated approach leverages our team of experts to improve your employee and customer experiences while driving greater business results. We are a proud partner agency of Patriot Growth Insurance Services.

**Overview**: Exude is seeking an experienced Employee Benefits Producer join our team This position will be responsible for generating new business revenue by developing new clients and assist with creating with a consistent flow of new revenue within our organization. The Producer will achieve annual sales targets and goals and is expected to drive benefits sales with opportunities to round out accounts with other lines of business. This position will manage existing relationships to ensure high satisfaction and will identify cross-selling opportunities.

**Primary Job Responsibilities**:

- Identifies through personal research prospects that meet Exude's ideal client profile.
- Sets appointments and personally meets with prospects and clients, conducts in depth need dialogue to understand the full range of business challenges and opportunities.
- Pursues qualified opportunities in a manner that develops a positive business relationship built on demonstrated trust.
- Identifies key client decision makers, and understands their business objectives, priorities, and concerns and converts these into addressable needs.
- Develops comprehensive solutions (consisting of product, services, technologies) that best serve and address the client/prospect's objectives and needs.
- Appropriately involves/utilizes key Exude resources during the initial and ongoing pursuit of sales opportunities, including sales meetings and proposals/presentations.
- Effectively utilizes technical sales support resources.
- Updates CRM as a daily part of the lead origination and opportunity pursuit, including activities conduct, stage classification and dollar values of opportunities for pipeline reporting and sales forecasts.
- Keeps current on your prospects' business issues, researches new information on prospects and maintains all such information in CRM.
- Provides weekly, monthly, and quarterly forecasts and closes new business within targeted timeframes.
- Seamlessly transitions new accounts to the client implementation team.
- Maintains an “account ownership” role for all new business sold. This should involve regular contact, visitation, and planning. Depending on the size of the client a formal QBR should be considered.
- Develops and maintains effective network within the business and non-profit communities.
- Attends relevant workshops as necessary to maintain professional knowledge and licensure.
- Adheres to all applicable confidentiality and data security guidelines and ensures the appropriate handling of sensitive information.
- Attends relevant staff meetings to promote communication and execution of goals.

**Requirements**:

- Comprehensive knowledge of benefit plans and employee benefit terminology.
- Proven sales aptitude with emphasis in organizational selling; track record of quota achievement.
- Exhibits skill to win and retain business with C-suite executives and influence key decision-makers.
- Demonstrates skills in: consultative selling and communication, building and maintaining relationships, coordinating with others, and strategic reasoning, ability to compel other to change.
- Must have business acumen and a result focused attitude.
- Displays high level of motivation and ability to work well under pressure.
- Self-motivated and accountable.

**WHY PATRIOT?**

Patriot offers the opportunity to be a part of a fast-growing company at its inception. We strive to create a flexible and collaborative environment for our employees, and ou