Senior Employee Benefits Advisor / Producer

KBI Benefits

$80K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in employee benefits or related fields
  • Proven track record in business development and relationship building
  • Active California Life and Health insurance license
  • Strong understanding of group benefits and renewal processes
  • Consultative sales approach with effective communication skills
  • Self-motivated and organized with strong pipeline management
  • Established relationships in Central Valley business community preferred

Responsibilities

  • Develop a substantial book of business by acquiring new clients
  • Build and maintain strong client relationships through a consultative approach
  • Collaborate with specialists across service areas for comprehensive client solutions
  • Manage the client onboarding and service process effectively
  • Stay updated on industry trends and employer renewal processes

Benefits

  • Private Health Insurance
  • Paid Time Off
  • Training & Development
  • Performance Bonus
Full Job Description
Build a Valuable Book of Business-With More Ways to Help Every Client

Brookside CxO is expanding and seeking an experienced Senior Employee Benefits Advisor / Producer to join our growing team in Stockton, California.

This opportunity is designed for an experienced benefits professional who wants to build a substantial recurring book of business without being buried in service work, renewal administration, and paperwork.

Requirements

Proven experience in employee benefits, group health insurance, or benefits brokerage

A track record of developing relationships and generating new business

Active California Life and Health insurance license

Strong understanding of group benefits and the employer renewal process

Consultative approach to sales and client relationships

Ability to communicate effectively with owners, executives, and HR professionals

Self-motivated, organized, and comfortable managing a pipeline

Professional, ethical, and committed to doing what is best for the client

Collaborative mindset and willingness to work with specialists across multiple service areas

Established relationships within the Central Valley business community are a plus

Benefits
  • Private Health Insurance
  • Paid Time Off
  • Training & Development
  • Performance Bonus

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