Health Insurance Sales Executive
4 weeks ago
Health Insurance Sales Executive
Location: SoCal, Nor Cal, NV, WA, TX, PA, GA, MD, VA, and more
About Us
We stand as one of the largest insurance general agencies in the US, boasting over 30 offices nationwide. We pride ourselves on delivering an all-in-one financial service platform covering insurance, real estate, lending, investment, retirement planning, and tax services. With a network of over 5000 licensed professionals, we represent top rated insurance companies offering products tailored to diverse client needs.
Objective
Our Benefits Department is seeking a Sales Executive to approach prospects for group benefit plans.
Why Work with us
You will have the opportunity to work closely with our Director of Benefits Department and Senior Account Manager to learn the different aspects of group health insurance in servicing business clients in various sizes. Our employees have enjoyed a supportive team in a friendly office environment.
Responsibilities
· Utilize CRM for scheduling, developing prospective and documenting all sales-related activities
· Meet all marketing expectations, expand customer base in territories
· Generate proposals and advise clients on the benefits that best suit their needs (eg. medical, dental, vision)
· Develop and maintain a thorough knowledge of company products and services (all-in-one solution)
Qualifications
· Relevant experience in the health insurance field
· Active license in Life, Health, and Accident insurance is a plus
· Fluent in both Mandarin Chinese and English
· Proficient in computer skills - MS Office: Excel, Word, PowerPoint, Adobe Acrobat
· Excellent communication skills to effectively interact within the company and assigned accounts
· Strong analytical, negotiating, problem-solving, and presentation skills to effectively facilitate resolutions
· Ability to thrive in a fast-paced environment, with a career-oriented mindset, professional etiquette, and a positive learning attitude with a growth mindset.
Benefits for Full-Time Employee
· Comprehensive health insurance (covering medical, dental, vision, and HSA) including spouse and dependents.
· 401(k) plan with employer matching.
· 6 days Paid Sick Leave per year, available to use after 3 months of employment.
· 10 days PTO in the first year, available after 3 months, and increase based on anniversary until reaching a cap.
· Paid holidays, paid jury duty, paid training.
· Commission/bonus for cross referrals.
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