Worksite Benefits Consultant I

Horace Mann - Agent Opportunities

$90K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Life & Health License required
  • Business degree or equivalent experience
  • 3+ years in successful field or agency experience
  • Strong understanding of sales processes and business planning
  • Experience in recruiting and onboarding agents

Responsibilities

  • Lead and consult with agents to build successful agencies
  • Articulate value propositions and sales processes
  • Monitor agent progress and set performance expectations
  • Facilitate workshops and trainings in educational settings
  • Utilize virtual tools for sales success
  • Assess agent performance and implement corrective action plans
  • Recruit and onboard new agents and open new locations

Benefits

  • Opportunity for professional growth and development
  • Engagement with a niche market of educators and first responders
  • Involvement in recruiting and training new talent
  • Support for establishing strong agency relationships
  • Travel opportunities within the role
Full Job Description
The Worksite Benefits Consultant will lead and consult with agents to help them develop strong, successful agencies, increase revenue, and contribute to long-term, profitable company growth. This role will be focused specifically on new business development within or niche' market of educators, state agencies, and first responders. This position reports to the Worksite Sr Benefit Executive.

Job Responsibilities:
  • Articulate the HM story and value proposition
  • Teach and strengthen understanding of the HM repeatable sales process
  • Communicate expectations and monitor progress
  • Facilitate and deliver workshops and seminars in school buildings
  • Able to define and leverage use of virtual tools to ensure continued access and sales success
  • Objectively assess agent success against company standards/expectations, identify gaps and work closely with agents and/or other field leadership or resources to address the gaps; develop corrective action plans if needed
  • Connect agent to appropriate HM individual or team to address local opportunities or challenges
  • End agent engagements for underperforming agents
  • Coordinate with recruiting function on agent pipeline
  • Participate in managing and leveraging state and/or state or local association relationships
  • Actively engaged in recruiting and onboarding new agents
  • Convince agents to invest ahead of growth; painting the picture for growth
  • Influence key decision makers
  • Coordinate follow-up and delivery of leads generated
  • Open new school buildings in partnership with local agents
  • Hire/train new agents in sales and how to obtain new clients
  • Thorough knowledge and understanding of repeatable sales processes, business planning, and installation of new agents
  • Travel 50-70%

Education & Experience:
  • Life & Health License Required
  • Business degree or equivalent experience
  • 3+ years in successful field or agency experience
  • Salary is $90,000 with annual merit reviews; bonus target incentive of $35,000 annually subject to annual review


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