EBS

Employee Benefits Consultant

COMPANY: HMA The BENEFITS People

LOCATION: Whitby, ON

TYPE: Full-time

DESCRIPTION:

You’re resilient, confident, and driven, like all the best sales representatives and sales development professionals.

Now, all you need is an opportunity to prove yourself. We have what you’ve been looking for!

We’re HMA – The BENEFITS People and we have just the position you’ve been looking for – we’re hiring an Employee Benefits Consultant. A role where you can learn, achieve, and grow – in an industry that will never go out of style.

HMA is an ESSENTIAL business and during the Covid19 Pandemic we have been busier than ever helping our clients navigate through this tough time. We have robust Covid protocols for our team and visitors so you will be safe working in the office. This position will be located in our Whitby offices.

What you'll be doing:

Your goal in this position is to help us achieve this growth by building our sales capacity, and by meeting and exceeding your objectives.

You’re ready and willing to embrace the challenge of the industry, understanding the fundamental difference between selling an intangible versus an item off a store shelf. This means you’re confident and persistent – you’re not ashamed or afraid of failure, but rather embrace each challenge as an opportunity to learn and grow. We want someone who is always working to perfect their craft, and who wants to take advantage of every training opportunity or program to do so.

Your goal in this position is to prospect, assess client needs and securing employee benefits sales within the Province of Ontario with specific growth and retention targets. You will promote HMA’s various exclusive group insurance products as well as other products (life/living benefits, Group RSP/Pension etc.) depending on the clients’ needs. In addition, you will be responsible to consult with and service the needs of our existing clients.

On a practical level you will be responsible for:

• Assessing client needs and recommending employee benefits, life and living benefits, and assisting clients in planning and implementation of product solutions

• Interacting with and educating potential and existing clients in the products that best suit their needs

• Researching and sourcing various products and carriers to find the most suitable products for client needs

• Sourcing and prospecting potential customers and creating interest in our firm and our products

• Securing sales of the above noted products by prospecting, setting appointments, identifying client pain and budget, proposing solutions, obtaining commitment and completing applications with payment

• Cross-sell and promote additional HMA products (e.g. life/living benefits, pension, GRSP etc.)

• Attending bi-weekly Sales Meeting and all other company and team meetings as identified

• Reporting your prospecting progress to your Sales Manager weekly or biweekly

• Satisfying continuing education requirements annually for industry licensing

• Embracing and utilizing CRM (Hubspot) or any other computer-based program (TAM, Excel, etc.) to record activities, ensuring contact details are accurate, new information is added and accurate call/visit logs are entered

• If a Chamber of Commerce Block is assigned, attend the various Chambers of Commerce functions within the assigned territory and become the ‘known’ benefits advisor within those organizations

Working @ HMA The BENEFITS People

This is a full-time, permanent position based out of our bright and cheerful Whitby office. You will spend most of your time out in the community, talking to potential and existing clients, but will always have a supportive base to return to. You will work Monday to Friday, and will receive a competitive compensation, commensurate with experience and performance. You will also receive a terrific benefits package that includes a Retirement Savings Plan. You will have an education allowance, vacation time, and we even shut down between Christmas and New Year’s!

This is a fantastic opportunity as wide as the province – whatever you dream your career to be, you will have the freedom to build.

We have a strong, fun-loving company culture that embraces a family-type atmosphere. We do community events together, social outings, and team building events. Every one of our co-workers takes an immense amount of pride in their work, in the company, and in each other.

What makes you an ideal candidate:

• Life/A&S license required

• Minimum of 1 year in licensed sales role with proven results

• Progressive experience in a group benefits insurance/consulting environment is an asset

• Client focus and team orientation

• Superior relationship development and communication skills and natural social comfort

• Demonstrated problem-solving and analytical skills in developing solutions for complex client/business issues

• Strong ability to service customer needs and educate them on product and solutions best for their situations

• Proactively addresses and champions a changing environment
• Willingness to embrace the organization’s core values

• Strong ability to self-motivate and achieve set goals

• Strong ‘hunter’ mentality

• Eagerness to learn and mentor with the team

• Willingness to embrace the organization’s core values

• Ability to work independently • Ability to prioritize and organize effectively in a fast-paced environment

• Ability to work effectively in a team environment

• Strong attention to detail

• Excellent analytical skills

• Ability to analyze and interpret data

• Polished presentation skills with exceptional communication of both verbal and written

• Ability to maintain confidentiality

• Advanced level proficiency with personal computer and software applications (i.e. Microsoft Word, Excel, PowerPoint, and Outlook)