Benefits Specialist

4 weeks ago


Moorestown, United States Innovative Benefit Planning Full time
Job Overview

At Innovative Benefit Planning, we're seeking a skilled Benefits Specialist to join our team. As a key member of our sales team, you'll be responsible for establishing and nurturing positive experiences between our company and clients. Your role will be pivotal in selling and managing a range of benefit solutions tailored to meet the diverse needs of our clients.

Key Responsibilities
  • Source and close new sales opportunities through lead follow-up, outbound cold calls, networking, and emails to achieve assigned quota.
  • Understand customer needs and present benefits performance assessments to prospects.
  • Research accounts, identify key players, and generate interest.
  • Maintain and expand database of prospects, contacts, and mailing lists.
  • Attend relevant events in-house and with outside training to promote the potential to generate new business.
  • Maintain personal networks and participate in professional organizational events.
  • Revisit prospects that were not closed on the first appointment through relationship building.
  • Maintain existing client relationships by working with AEs for client renewal, strategy, and plan performance meetings with clients.
  • Expand and enhance selling techniques and practices to increase efficiency and results.
  • Call existing and potential clients to secure attendance at seminars and workshops.
  • Make follow-up calls to specific marketing campaigns.
Requirements
  • Minimum of 5+ years of experience in outside sales.
  • Bachelor's degree in business administration, marketing, communications, or related field is preferred.
  • Life and Health license to be obtained within the first 6 months of employment.
  • Proficiency in collaboration and delegation of duties.
What We Offer
  • Competitive salary.
  • Flexible PTO policy with 2 weeks of PTO for the first year and open PTO after your 1-year anniversary.
  • Sixteen hours of paid Volunteer Time Off annually.
  • Medical, dental, vision, life, and disability plans.
  • 401(k) plan with employer contributions.
  • Life insurance and disability coverage.
  • Legal Shield/ID Shield options.
  • Tuition Reimbursement program.
About Us

Innovative Benefit Planning is a woman-owned business that thrives on innovation and integrity, shaping employee benefits, wellness, HR consulting, and group retirement planning nationwide. For 35 years, our commitment to putting people first has been at the heart of everything we do.

We cultivate a team environment with special celebrations, including team building events, monthly employee recognition, endless snacks and freebies in the office cafe, and a commitment to workplace wellness programs and events.



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