Benefits Sales Producer

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Position Summary:

 The Benefits Sales Producer adds to the revenue growth of the Agency through the execution of a marketing and sales strategy that includes new PEO sales and new direct agency sales of client sponsored medical plans, along with master and open market supplemental plans.


PEO Assisted Sales: Pre-Sale (50% of your time)

  • Internal subject matter expert for open market client sponsored carriers and master medical plans. This includes plan design, underwriting guidelines, paperwork requirements and the implementation process and timelines
  • Participate in weekly calls with assigned Business Development Managers to review deal flow, benefits strategy and wins/losses for all assigned PEO prospects
  • Be part of prospect sales calls and strategy meetings for both PEO and client sponsored prospects
  • Assist MGA Underwriting Specialist with the initial data gathering for all Client Sponsored Plan and master medical prospects
  • Work closely with the referral broker partner and the MGA Underwriting Specialist to develop a winning benefits strategy
  • Present the benefits strategy for all client prospects during the PEO proposal presentation, via teleconference or onsite meeting
  • Develop relationship with the prospect during pre-sale process and be the go-to for benefits strategy and questions
  • Work with assigned Benefits Specialist on open enrollment strategy and the open enrollment communication materials
  • Participate in open enrollment meetings as needed
  • Partner with MGA Underwriting Specialist and assigned Benefits Specialist, along with Implementation team to successfully implement the client through the hand off to Benefit Operations and MGA Account Management team
  • Team up with assigned Benefits Specialist on open enrollment strategy and employee communication materials


Direct Agency Sales: (35% of your time)

  • Development of your own individual marketing and sales plan with agreed production quotas with our premier referral partners
  • Effectively set appointments with new MGA direct agency prospects
  • Meet with direct agency prospects and present benefits strategy and MGA value proposition
  • Create out-of-the-box benefits solutions and tools as needed
  • Work with MGA Underwriting Specialist to develop benefits strategy prospect presentation materials


Marketing & Networking: (15% of your time)

  • Work with AlphaStaff PEO Business Development Managers and Market Development to leverage existing broker referral relationships
  • Assist in the development of new broker referral relationships
  • Help with the development of new verticals
  • Participate in at least one monthly industry networking event (BAHU, PBHU, etc.)
  • Attend open market carrier trainings and meetings as needed

Qualifications and Requirements:

  • Bachelor’s degree or equivalent work experience
  • Must have an Active 2-15 Life and Health license
  • 3+ years of successful sales experience at a benefits agency or with a benefits carrier
  • Strong presentation and selling skills
  • Salesforce experience preferred
  • Experience with Agency Management Software preferred
  • Excellent knowledge of Microsoft Word, Excel and PowerPoint
  • Ability to travel if needed
Location: Sunrise, FL
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