Employee Benefits Advisor - Insurance Producer

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)