Senior Business Consultant

Posted 8 Days Ago
Be an Early Applicant
5 Locations
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
Acquires and manages employee benefits clients through networking, prospecting, consultative selling, product education, and ongoing service. Analyzes benefit plans, recommends changes, supports sales partners, maintains prospect pipelines, coordinates with insurance carriers, and stays current on applicable regulations. The role requires employee benefits expertise, insurance licensing, and occasional regional travel within a defined market territory.
Summary Generated by Built In

Position is eligible for telecommuting; however candidate must reside in PA or OH.

Acquires client relationships through networking, consultative selling, delivering product and administering client support for the Employee Benefits program. Responsible for direct selling, supporting sales activities by licensed bankers and FCIA specialists, and servicing the assigned products lines offered by the Employee Benefits Unit within a defined market territory. Also may provide support for designated personnel who also sell and service FCIA products within the defined market territory.
Essential Job Responsibilities__________________________________
1. Create internal and external centers of influence.
2. Identify and meet weekly with new prospects.
3. Meet with existing clients as indicated in company service agreements.
4. Analyze existing benefit design of prospects and clients to determine solutions.
5. Develop recommendations for company leaders regarding benefit changes.
6. Maintain awareness of Federal and State regulations that affect a client’s EB program.
7. Educate employees on how to maximize their use of the company benefits plan
8. Understand all funding arrangements in medical insurance designs, i.e. self-funding, HRA and fully-insured programs
9. Fully understand all EB products including Medical, Disability, Life, Dental, Vision, Voluntary, Cobra Admin, Flexible Spending Accounts.
10. Prospecting and identifying new opportunities to meet the necessary activity goals.
11. Reports weekly activity numbers to Product Manager and maintains an up-to-date pipeline of active prospects.
12. Meets with and maintains contact with various insurance carrier representatives.
13. Attend periodic training and regional team meetings with the Product Manager and/or affiliate partners.
Bona Fide Occupational Qualifications___________________________
1. Bachelor’s Degree or equivalent in related field as well as three (3) to five (5) years of related work experience is preferred.
2. Two (2) to four (4) years of Sales or related experience in Employee Benefits.
3. PA Life, Accident & Health Licenses are necessary.
4. A valid driver’s license is required for occasional regional travel.

5. May be eligible for Telecommuting.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Bachelor's degree or equivalent in a related field
  • Two to four years of sales or related experience in Employee Benefits
  • PA Life, Accident and Health licenses
  • Valid driver's license
  • Residence in Pennsylvania or Ohio
  • Knowledge of employee benefits products, including medical, disability, life, dental, vision, voluntary benefits, COBRA administration, and flexible spending accounts
  • Understanding of medical insurance funding arrangements, including self-funded, HRA, and fully insured programs
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The Company
HQ: Indiana, Pennsylvania
1,295 Employees
Year Founded: 1982

What We Do

We know why we’re here: to put you first. We do it by building long-term relationships with our customers and our employees. By reaching out to the communities we live and work in. By listening and helping to find the best solutions to get you to your financial goals. Our success is built on creating an authentic community banking experience, delivered by caring and talented employees. Each team member is valued for the ideas they bring to the table, knowing we make stronger business decisions through the diversity of our workforce. We are committed to developing thoughtful leaders who want to make a difference in the places we live and work through careers in banking. Member FDIC FCB NMLS # 479240

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