Employee Benefits Consultant
Patriot Growth Insurance Services
Why This Role Matters
As an Employee Benefits Consultant, you will help organizations build benefits programs that support their employees while driving growth for the agency. This role combines business development, client relationship management, and employee benefits expertise to deliver meaningful solutions that help employers attract, retain, and support their workforce.
You will work closely with prospects, clients, carriers, and internal account executives to evaluate employee benefits strategies, identify opportunities for improvement, and deliver tailored recommendations. With access to a collaborative team and industry-leading resources, you will play a key role in expanding the client base while ensuring clients receive exceptional service and trusted guidance throughout the year.
How You'll Make an Impact
Generate new business opportunities through proactive prospecting, referral source development, networking, and industry engagement activities.
Create customized employee benefits proposals and presentations that clearly communicate value and help organizations make informed decisions.
Review and evaluate clients’ benefits programs to identify opportunities for enhanced coverage, improved employee experience, and cost efficiencies.
Partner with account executives to support client onboarding, ensuring a seamless transition and positive client experience from day one.
Develop and maintain strong relationships with clients, referral partners, HR professionals, brokers, and industry associations to drive long-term growth.
Stay informed on industry trends, regulatory developments, and market changes to provide relevant and strategic guidance to clients.
Who You Are
You are a relationship builder who enjoys connecting with people and creating long-term professional partnerships.
You are motivated by business development and energized by uncovering opportunities that help clients succeed.
You take a consultative approach and strive to understand each client’s unique goals before recommending solutions.
You communicate effectively with a wide range of stakeholders and can present complex benefits concepts in a clear and approachable manner.
You are highly organized and capable of managing multiple priorities while maintaining exceptional attention to detail.
You thrive in a collaborative environment and enjoy partnering with teammates to deliver outstanding client outcomes.
You are resourceful, accountable, and committed to providing exceptional client service.
What You Bring
Day One:
2+ years of experience in a client service, sales, or related position
Associate degree in Sales, Business Administration, or a related field, or equivalent relevant professional experience
Active California Life & Health Insurance License
Proficiency with Microsoft Office Suite, including Word, PowerPoint, and Excel
Strong verbal and written communication skills
Excellent organizational, time-management, and documentation abilities
Ability to occasionally work evenings and weekends as business needs require
Authorization to work in the United States without sponsorship
Valuable Additions:
Experience within the employee benefits, insurance, or human resources industry
Prior experience developing referral relationships and generating new business opportunities
Knowledge of employee benefits plan design, renewal strategy, and client onboarding processes
Experience presenting proposals, conducting client reviews, or supporting benefits consulting engagements
Established relationships within the California business community or HR network
Real Benefits for Real Life
At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.
Highlights Include:
Multiple medical plan options, with…