Sales - Advisor - Benefits Consultant - Producer

Are you interested in joining a successfully growing organization that has been recognized repeatedly as a state and national Best Places to Work? If so, join Apex Benefits!

Apex Benefits, a leading benefits consulting firm headquartered in Indianapolis, Indiana is looking for more growth-minded and dynamic professionals. Apex Benefits offers our employees competitive benefits, a collaborative team environment, advanced training and development.

Sales / Advisor Job Summary

Proactively initiates qualified sales leads to achieve annual agency sales goals. Manages an assigned book of business and pursues new sales opportunities.  

Summary of essential job functions/responsibilities

• Manages sales, retention, maintains and grows book of business
• Identifies opportunities for penetration sales – additional lines to current book of business
• Provides leadership, direction, on-going communication and support to client and client services team supporting client
• Engages in direct selling activities including research, prospecting, cold calls, account-based networking, professional association participation, trade shows and other opportunities
• Provides consultation to clients
• Proactively develops effective business relationships with vendors, carriers, business partners and key decisions makers in order to meet or exceed new and renewal sales targets
• Consults and participates in joint presentations to help grow and promote agency
• Keeps updated records and notes of sales prospects, leads and meetings
• Generate quality sales leads

Minimum requirements

• Requires BA/BS plus 3 years of experience in sales or account management; or any combination of education and experience which would provide an equivalent background
• State sales license required. Industry designations such as CEBS, HIAA/LOMA preferred but not required
• Thorough knowledge of multiple product lines including medical, dental, vision, life, disability and voluntary product offerings
• Knowledge of current business and industry trends
• Strong presentation skills required
• Track record for creating new value-added services and meeting or exceeding revenue growth projections
• Superior problem solving, analytical ability, attention to detail and customer service skills
• Excellent organizational and time management skills
• Highly developed reasoning and problem-solving skills
• Professional writing and verbal communication skills
• Positive attitude and team player
• Able to react to change positively and handle other essential tasks as assigned
• Literacy in Word, Excel, PowerPoint and Web navigation

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

• Must be able to read and edit spreadsheets, email and other related tools related to the role
• Must be able to communicate extensively and effectively with staff and vendors via telephone/TDD, one-on-one conversations, face-to-face, public presentations and written correspondence
• Requires extensive use of keyboards, calculators, and other administrative equipment. Must be able to process and maintain large volumes of documentation
• Must be able to sit or stand for extensive periods of time and navigate through the office.
• Must be able to function within a moderate noise level office environment
• Ability to travel to and work in the corporate office located in Indianapolis, Indiana, in addition to client locations

Additional Information

Apex Benefits Group, Inc believes in equal opportunity employment and does not discriminate based on age, race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, protected veteran status, disability or any other legally protected status.