Morris & Garritano · 2 months ago
Sr. Employee Benefits Advisor - Insurance Producer
Irvine, CA
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $135K/yr
3+ years expMorris & Garritano is a recognized leader in the insurance industry, known for its award-winning culture and commitment to excellence. The role of Sr. Employee Benefits Advisor involves building a pipeline of business, managing the sales cycle, and advising clients on employee benefits products and strategies.
Health Care
Responsibilities
Work in our Irvine office alongside peers 3 days per week while working remotely and in the field up to 2 days per week with Agency provided technology and hardware
Tenaciously solicit new business with drive and initiative through cold calling, networking, referrals, and other lead sources
Work closely with your mentors and manager to gain a deep understanding of Employee Benefits products as well as industry knowledge, laws/regulations and best practices
Successfully manage the full sales cycle including:
Lead generation
Prospecting/Outreach
Presenting
Negotiating
Closing with C-Suite level executives
Presenting Open Enrollments
Renewal process
Demonstrate a comprehensive understanding of the Employee Benefits market
Understand laws and regulations associated with Employee Benefits administration including Affordable Care Act
Present renewal proposals to existing clients and deliver open enrollment presentations
Advise clients on the changing landscape of the benefits environment and develop unique client business strategies
Continually learn and proactively respond within a constantly changing market
Qualification
Required
4 year college degree or relevant work experience in client-facing role
3-5 years of Outside Sales/Cold Calling experience
Knowledge of basic insurance concepts and willingness to undergo comprehensive training in benefits products, coverages, and underwriting guidelines
Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously
Proactive and self-motivated with a drive to succeed in a sales-oriented environment
Proficiency in software applications commonly used in an office environment
CA Health & Life license or attainment within 90 days (employer sponsored)
Benefits
Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
Free Employee Assistance Program
Paid Holidays
Paid Sick Time
Flexible Vacation Time
401(k) with 50% match
Company
Morris & Garritano
Morris & Garritano is an insurance company offering auto insurance, employee benefits, and individual medical insurance services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Gabe Garcia
Chief Financial Officer
Kerry Morris
Chief Operating Officer
Recent News
Morningstar, Inc.
2025-03-12
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