Client Advisor

Role Overview

• Increase revenue by developing new relationships for our Practice
• Leverage our leadership and marketing teams by way of integration for large transactions and key prospect development
• Learn organizational sales process by working closely with team members to establish an expertise in designing, underwriting, and distributing life, disability, Long-Term Care and Annuity products
• Maintain prospect pipeline, tracks follow-up activity, reports on lead and opportunity life cycles
• Actively engage with advisors to understand their needs and provide tailored solutions
• Analyze feedback to improve service and client satisfaction
• Generate a steady flow of quality cases into the presale pipeline
• Identify and pursue new business opportunities in target markets
• Actively manage and monitor the pipeline to ensure a smooth progression of cases from initial contact to closing
• Strive to meet targeted close rates, adjusting sales tactics and advisor engagement strategies as needed
• Prepare regular reports on sales activities, market trends, and business development efforts
• Maintain accurate and up-to-date records of client interactions and sales processes
• Stay updated with the latest products, services, and industry trends
• Educate producers and clients on the benefits and features of the company's offerings
• Assist in the development of marketing materials and sales tools
• Work closely with internal teams to ensure cohesive business strategies
• Encourage a culture of innovation by suggesting new ideas and improvements for products and processes
• Develop and implement strategies for market penetration and client acquisition
• Collaborate with leadership around marketing needs to create and execute effective outreach campaigns to existing and new producer prospects
• Monitor the implementation of new employer market cases with our implementation team, ensuring smooth onboarding
• Coordinate with the Case Management team to deliver services that meet or exceed client expectations

Requirements

• Proven ability to think strategically and act tactically
• Strong organization skills/ability to manage multiple demands and priorities
• Excellent problem solving/problem resolution skills
• Projects confidence and enthusiasm about the company
• Strong leadership and relationship management skills
• Demonstrates collaborative teamwork
• Ability to adapt
• Ability to travel up to 25%
• Bachelor’s degree or equivalent work experience
• 7+ years of related industry experience
• Active Life & Health license

Benefits

• Comprehensive medical insurance, dental insurance, and vision insurance
• Life and disability insurance
• Fertility benefits
• Wellness resources
• Paid sick time
• Generous paid time off and holidays
• Employee Assistance Program (EAP)
• Complimentary Calm app subscription
• Immediate vesting in a 401(k) plan
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options
• Commuter benefits
• Employee discount programs
• Paid maternity leave and paid paternity leave (including for adoptive parents)
• Legal plan options
• Pet insurance coverage