Pioneer · 2 months ago
Employee Benefits Sales Producer
Albany, NY
Full-time
Onsite
Entry, Mid Level
$68K/yr - $85K/yr
2+ years expPioneer is an insurance agency seeking an Employee Benefits Sales Producer to generate new revenue through the development and closing of group benefits opportunities. The role involves proactive prospecting, relationship building, and consultative selling to expand the agency's market presence and client base.
BankingFinancial ServicesInsuranceWealth Management
Responsibilities
Proactively prospect to business owners, HR leaders, and other business partners to generate new business opportunities; relationship building, networking, campaigns, cold calling and digital lead generation are key
Qualify opportunities, gather underwriting/risk data, deliver RFP information to benefit analysts, and quote packages that align with the expressed needs of the prospect/client
Demonstrate deep industry knowledge and professionalism while delivering compelling sales proposals—both in person and virtually. Effectively address objections and guide prospects or clients toward tailored benefits solutions that meet their individual or business needs
Collaborate with the agency service team members for a seamless transition of new business clients
Maintain regular communication with clients to nurture relationships, proactively identify any issues or concerns, and explore opportunities to offer additional products or services available across the organization’s divisions. Additionally, serve as the primary relationship manager for select clients
Must handle multiple accounts in progress with tight deadlines; strong attention to detail and superior time management skills are required
Stay informed of carrier changes and advise both clients and team members accordingly
Utilize the office’s agency management system as the operational hub—logging all prospecting and client interactions, activity notes, stage changes, and win/loss outcomes; scheduling automated alerts and workflows to ensure deadlines are met
Attend community events, foster relationships within professional and personal networks, and participate in activities that drive new business sales goals
Performs other duties as may be requested by agency and organization leadership
Qualification
Required
High School graduate (or GED) required
Must have valid Life & Health license or must obtain them within 30-60 days of hire. Ongoing compliance with continuing education requirements is required to maintain the license in good standing
2-5 years of experience in employee benefits sales, account management, or customer service within an agency or broker setting, PEO, or equivalent HR plan administration role. Equivalent or related experience will also be considered
Proficiency in handling high-volume phone and email service inquiries, as well as policy quoting, is essential
Trusted to handle sensitive PII/financial data
Must have own transportation or access to reliable transportation on short notice and valid driver's license plus ability to maintain this throughout employment
Preferred
Bachelor's degree (Insurance/Risk Management, Business, Human Resources or related field) preferred
Professional designations such as CEBS/GBA/REBC preferred
Skilled in agency management systems (Applied Epic, preferred)
Company
Pioneer
Pioneer is a full-service financial institution serving individuals, businesses, and communities with twenty-two locations throughout New York’s Capital Region.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
James Murphy
Executive Vice President and Chief Credit Officer
Recent News
2025-03-26
2024-11-20
Company data provided by crunchbase