What are the responsibilities and job description for the Sr. Employee Benefits Advisor - Insurance Producer position at Morris & Garritano Insurance?
Job Description
Job Description
Why join M&G :
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 (2018-2024)
Leaders of Influence – Insurance by Orange County Business Journal (2023)
Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
Top 100 P&C Agencies (#100 – 2023, #98 – 2024)
MVP Account Managers (Insurance Journal)
Top P&C Agent of the Year (Insurance Journal) 2022
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)
How will you be compensated :
90,000-$110,000 Base Salary
Uncapped New Business Commission Structure
Yearly Renewal 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 thrive in a sophisticated B2B Sales environment
You drive towards results with tenacity and grit
You excel in reaching Sales goals while remaining accountable to our 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 :
You will create trusted advising partnerships with small and middle market business owners, executives, and HR leaders while inspiring them to achieve their desired best employee benefits outcomes
You will tenaciously solicit new business with focus, drive and initiative by cold calling, networking, referrals, and other lead sources
You will successfully manage the full cycle of the sales process including :
Building trust and buy-in from prospective clients
Negotiating with integrity
Closing with Executive Leadership
Delivering Open Enrollment Presentations
Stewarding Renewals
You will passionately pursue continual education on laws and regulations associated with Employee Benefits including the Affordable Care Act
You will be based in Southern CA, with a network of colleagues local to Orange County as well as remotely throughout the US
We will equip you with technology and hardware to do your work from home, in the field, and 3 days a week at our beautiful Irvine office
Qualifications :
Current California Life & Health license
Comprehensive understanding of the Benefits market
Driver’s License and reliable transportation
Ability to learn and navigate agency technology (Applied Epic, Salesforce, ZoomInfo and Microsoft Office Suite)
Keep a pulse on the job market with advanced job matching technology.
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