We continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services
- Central Coast Best Places to Work by Pacific Coast Business Times (2018-2026)
- Leaders of Influence – Insurance by Orange County Business Journal (2023, 2025)
- 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2024)
- UBA Advisor Awards (2022 – 2023)
- Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 – 2024)
About the Role:
Joining our team as a Benefits Advisor opens a world of incredible opportunities and rewards for those who are willing to invest in their own success. In this role, you'll find yourself immersed in a dynamic environment where your efforts directly correlate with your achievements. As a vital part of our team, you'll be tasked with building an organic pipeline and carrying it through to develop a true book of business as an accomplished hunter.
Located in vibrant Orange County, our team is seeking individuals who are self-motivated and driven by a passion for excellence and growth. We believe in nurturing talent and providing valuable support and mentorship to help you thrive.
How will you be compensated:
- $100,000-$150,000 Base Salary
- Uncapped New Business Commission Structure
- Yearly Renewal Business Commissions
- Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
- Free Employee Assistance Program
- Paid Holidays, Paid Sick Time, and Flexible Vacation Time
- 401(k) with 50% match
Who you are:
- You are a self-starter, sociable, innovative and goal oriented
- You drive towards results without sacrificing quality
- You excel in reaching Employee Benefits Sales goals while remaining accountable to agency Core Values:
- Do the Right Thing
- Love What You Do
- Always Be Improving
- Go The Extra Mile
- Build Collaborative Relationships
- You shine when selling a highly complex work product
- You hold a sincere belief in people-driven decision making within a business environment
What you will do:
- Work in our Irvine office alongside peers 3 days per week while working remotely and in the field up to 2 days per week with Agency provided technology and hardware
- Tenaciously solicit new business with drive and initiative through cold calling, networking, referrals, and other lead sources
- Work closely with your mentors and manager to gain a deep understanding of Employee Benefits products as well as industry knowledge, laws/regulations and best practices
- Successfully manage the full sales cycle including:
- Lead generation
- Prospecting/Outreach
- Presenting
- Negotiating
- Closing with C-Suite level executives
- Presenting Open Enrollments
- Renewal process
- Demonstrate a comprehensive understanding of the Employee Benefits market
- Understand laws and regulations associated with Employee Benefits administration including Affordable Care Act
- Present renewal proposals to existing clients and deliver open enrollment presentations
- Advise clients on the changing landscape of the benefits environment and develop unique client business strategies
- Continually learn and proactively respond within a constantly changing market
Your Qualifications:
- 4-year college degree or relevant work experience in client-facing role
- 1-2 years of Outside Sales/Cold Calling experience
- Knowledge of basic insurance concepts and willingness to undergo comprehensive training in benefits products, coverages, and underwriting guidelines
- Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously
- Proactive and self-motivated with a drive to succeed in a sales-oriented environment
- Proficiency in software applications: Microsoft Office, Salesforce, and Zoominfo
- CA Health & Life license or attainment within 90 days (employer sponsored)
