Sales Executive - Benefits Consultant

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Position Summary: 

To add to the revenue growth of the MGA 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

  • Subject matter expert for open market client sponsored carriers and plans. This includes plan design, underwriting guidelines, paperwork requirements and the implementation process and timelines.
  • Conduct weekly calls with assigned BDMs to review deal flow, benefits strategy and wins & losses for all assigned PEO prospects.
  • Participate in all prospect sales calls and strategy meetings for both PEO and client sponsored prospects.
  • Assist the AlphaStaff Business Development Manager and MGA Underwriting Specialist with the initial data gathering for all CSP prospects.
  • Work closely with the referral broker partner, the Alphastaff Business Development Manager 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.
  • Partner with AlphaStaff Business Development Manager to close prospect.
  • Work with the assigned Benefits Specialist on open enrollment strategy and the open enrollment communication materials.
  • Participate in open enrollment meetings as needed.
  • Work with MGA Underwriting Specialist and assigned Benefits Specialist, along with Implementation to successfully implement the client through the hand off to Benefit Operations and MGA Account Management team.
  • Work with assigned Benefits Specialist on the open enrollment strategy and employee communication materials.
  • Participate in open enrollment meetings as needed.
  • Work with MGA Specialist and the assigned Benefits Specialist to successfully implement the client through the hand off to the Account Management team.

·        Thorough knowledge of our Supplemental & Worksite Product offerings.


Direct Agency Sales:

  • Development of your individual marketing and sales plan with agreed production quotas.
  • Effectively cold call and 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 the benefits strategy prospect presentation materials.

Renewal & Retention:

Assist Operations during OE with the retention of existing client base:

·        Work with UW on obtaining the data needed to market existing clients

·        Work with operations & assigned HRM to present renewal strategy & solutions

·        Assist with implementation of renewal plans for AS CSP clients (group paperwork on carrier changes, on-boarding, materials, enrollment meetings)


Marketing & Networking:

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


Candidate should have the following;

  • Bachelor’s Degree or Equivalent work experience
  • 3+ years of successful sales experience at a Benefits agency or with a Benefits carrier
  • Strong Presentation and Selling Skills
  • Experience preferred with Salesforce as a CRM tool
  • Excellent knowledge of Microsoft Word, Excel and PowerPoint
  • Active 2-15 Life and Health license
  • Ability to travel if needed
Location: Ft. Lauderdale, FL
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