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Sr. Employee Benefits Advisor - Insurance Producer
Sr. Employee Benefits Advisor - Insurance ProducerMorris & Garritano Insurance • Irvine, CA, US
Sr. Employee Benefits Advisor - Insurance Producer

Sr. Employee Benefits Advisor - Insurance Producer

Morris & Garritano Insurance • Irvine, CA, US
4 days ago
Job type
  • Full-time
Job description

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 (2018-2025)
  • Leaders of Influence – Insurance by Orange County Business Journal (2023)
  • Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024, 2025)
  • NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
  • Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2025)
  • 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2025)
  • UBA Advisor Awards (2022 – 2023)

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-$135,000 Base Salary in year 1
  • 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
  • 3-5 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 commonly used in an office environment
  • CA Health & Life license or attainment within 90 days (employer sponsored)
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