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Employee Benefits Sales Advisor
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Scorecard
Based on Wisconsin data
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What they do
A Sales Advisor provides customers with information on company products or services, assists in selecting products, and completes sales orders. Handles customer phone calls and emails, or meets with customers in retail settings. Adds information to customer database.
$65,325 / year median in Wisconsin
-11% projected decline
Job Description
Description Build Your Future with Vizance In a constantly changing business environment, organizations continue to rely on trusted advisors to help them navigate the complexities of employee benefits. At Vizance, we offer experienced benefits professionals the opportunity to grow their book of business, deepen client relationships, and thrive at a stable, privately owned agency. Why Vizance? Vizance is an independent insurance agency with more than 40 years of proven success. Our continued growth is driven by exceptional people, a client-first culture, and a commitment to long-term relationships. We have been recognized as a Top Workplace, Best Place to Work, Future 50 company, and one of the Fastest Growing Firms in the region. As an Employee Benefits Sales Advisor, you'll have the support, resources, and market access needed to deliver meaningful solutions while building a rewarding and successful career. What You'll Do Drive New Business Growth Develop and execute strategic business development plans to identify and secure new employee benefits clients Build and maintain a strong pipeline through networking, referrals, and targeted prospecting efforts Generate opportunities with employers ranging from mid-sized businesses to larger organizations seeking strategic benefits guidance Provide Consultative Benefits Expertise Assess clients' employee benefits strategies, workforce challenges, and organizational goals Design and recommend customized employee benefits solutions, including medical, dental, vision, life, disability, and ancillary programs Partner with carrier representatives and internal subject matter experts to deliver competitive and innovative solutions Build Long-Term Client Relationships Serve as a trusted advisor to business leaders and HR professionals Deliver proactive guidance on market trends, cost-containment strategies, compliance considerations, and employee engagement initiatives Retain and expand client relationships through exceptional service and strategic consultation Collaborate Across the Organization Partner closely with account management, service, and implementation teams to ensure a seamless client experience Leverage internal resources and carrier relationships to create value for clients and prospects Contribute to a collaborative, high-performance sales culture What You'll Love About Vizance Competitive compensation with uncapped earning potential Established carrier relationships and market access Shareholder opportunities Annual bonus potential and sales incentive trips Comprehensive benefits package including medical, dental, vision, life, and disability insurance 401(k) with company match Ongoing professional development and sponsored education opportunities Dedicated service and account management support Collaborative culture with team events, celebrations, and agency outings Flexible "Dress for Your Day" environment The stability and growth opportunities of a successful independent agency with a strong internal succession strategy Requirements What You'll Bring Proven success in employee benefits sales, insurance brokerage, consulting, or a related business-to-business sales environment Active Life & Health insurance license, or the ability to obtain Demonstrated ability to develop new business and achieve revenue goals Strong knowledge of employee benefits programs and insurance marketplace dynamics Excellent communication, presentation, negotiation, and relationship-building skills A consultative sales approach with a commitment to understanding client needs and delivering tailored solutions Self-motivation, business acumen, and an entrepreneurial mindset Bachelor's degree preferred