Senior Employee Benefits Consultant
2 weeks ago
Univest Financial Corporation is a leading insurance agency with a strong presence in the Mid-Atlantic region. We offer a comprehensive range of insurance solutions to protect individuals, businesses, and communities.
We are committed to fostering a culture of inclusivity, diversity, and innovation. Our employees are encouraged to bring their unique perspectives and ideas to drive change and deliver exceptional results.
Responsibilities- Meet annual sales goals by identifying and pursuing new business opportunities in the mid-market segment.
- Cross-sell Univest's banking, investments, and other lines of business to existing clients.
- Develop and maintain relationships with centers of influence, community leaders, and referral sources.
- Participate in community events and initiatives to promote Univest's brand and values.
- Maintain accurate prospect databases and conduct regular meetings with prospects to determine their insurance needs.
- Present Univest's capabilities and close sales to meet or exceed annual targets.
- Assist in the transfer of business ownership and maintain production reports as required.
- Advanced knowledge of employee benefits insurance coverage, products, and services.
- Working knowledge of the Mid-Atlantic region and its insurance market.
- Minimum 7+ years of experience in the employee benefits industry.
- Proficiency in Fully Insured and Self-Funded Contracts.
- Leadership skills and ability to work collaboratively with cross-functional teams.
- Professional appearance and positive attitude.
- Proficiency in Microsoft products and Salesforce.
- Licensed in Life & Health insurance.
We are an equal opportunity employer and welcome applications from qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status. We are committed to creating a diverse and inclusive work environment that values and respects all employees.
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