Job Description

Position Summary : The Employee Benefits Sales Professional sells new accounts and renews existing accounts while ensuring annual firm and individual goals are met. Sales Professionals build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and seeking sales prospects. Essential duties include but are not limited to:

Key Responsibilities :

• Ability to manage schedules, set appointments with existing and prospective clients, analyze existing exposures and present alternative insurance solutions to fulfill the needs of prospects and clients
• Gather information necessary to underwrite and quote each risk
• Manage the overall service delivery, financial evaluations, plan design, renewal, business placement, benchmarking, and other studies with direct team/client.
• Develops sales strategies for increasing target market sales and manages the execution of these strategies.
• Identifies potential referral sources and develops relationships through personal contact and presentation of the benefits practice’s resources.
• Qualifies prospects based on practice's guidelines for new business.
• Utilizes information sources internally and externally to gather appropriate data to properly position M. E. Wilson to prospect/client.
• Incorporates and regularly practices techniques introduced through sales training to continuously enhance skills and related performance.
• Ensures that all regulatory requirements are met and complies with all internal policies and procedures.
• Review and expand coverages to existing accounts.
• Maintain a current level of knowledge on forms and coverages for all carrier partners.
• Participate in sales meetings and seminars for skill and knowledge development.
• Keep abreast of selling trends and techniques using agency-selling aids to help maintain a competitive status for the agency within the industry.
• Communicate to all involved parties in a timely, accurate, and professional manner.
• Ability to work a regular, full-time work schedule at MEW facility(s) and ability to travel on business when required.
• Perform other duties as required.

Desired Education, Skills and Experience :

• Maintain all required state Life & Health Insurance licenses
• College degree desirable
• 3 years’ experience in Benefit Sales; or equivalent combination of education and experience.
• Possess skills necessary to communicate with clients, carriers and prospects concerning Benefits coverage.
• Ability to maintain a professional manner at all times.
• Intermediate knowledge of Microsoft Outlook, Excel, Word and additional Microsoft Products.
• Ability to work as part of a team.

Benefits & Perks

We value our employees and are committed to providing a comprehensive benefits package that supports your well-being and work-life balance, here’s what we offer:

Health & Wellness

• Medical, Dental, and Vision Insurance
• Employer-Sponsored Life Insurance
• Long-Term Disability & Employer Sponsored Short-Term

Financial Benefits

• 401(k) with Company Match

Work-Life Balance

• Generous Paid Time Off (Starts at 4 Weeks)

Important Notice

This position description is intended to describe the level of work required of the person performing the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation for applicants and colleagues who need them for medical or religious reasons.

EEOC Statement

ME Wilson is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

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