Job Description

Financial Representative – Employee Benefits

Mount Joy, PA

• Build trust with clients through professional competency and empathy
• Design benefits packages for the employees of small to mid-sized businesses
• Maintain knowledge of benefits, industry trends, and carrier's products & services
• Educate & advise clients on all compliance topics, including ERISA, COBRA, FMLA, 5500s, and Health Care Reform
• Deliver educational presentations to companies, community organizations, and other potential clients on issues related to employee benefits and Medicare supplement plans
• Meet with new and potential clients in person and video conference to develop relationships and offer solutions

For over 75 years, Everence Financial has been helping people be good stewards of their financial resources in a way that aligns with their faith values. As part of our team of Financial Representatives, you will serve as a strategic resource for small businesses designing their benefits package. If you have previous financial, sales, benefits, or insurance experience in the B2B space, please consider joining our team. As a faith-based employer, Everence Financial values our team and strives to provide a caring and human-focused work environment.

Our Ideal Financial Representative:

• Experience: A college degree and previous B2B sales experience in the employee benefits space are preferred.
• Licensing: You must have a PA Life & Health Insurance license before starting or be willing to obtain one before the start date. Also willing to complete continuing education credits and compliance requirements to maintain your license.
• Software/Technology Skills: Proficient with Windows-based software, Microsoft Office Suite, and CRM software, and familiar with benefits admin systems.
• Excellent Communication & Interpersonal Skills: Respectful, diplomatic, & professional in your interactions with others. Able to explain complex financial concepts in an easily understood manner.
• Proactive: Self-discipline and demanding of yourself; a self-starter who is energetic and enthusiastic toward phone work in a fast-paced environment.
• Problem-Solver: Someone who isn't afraid to ask for help but isn't helpless; takes the initiative to find answers and cultivates a continuous improvement mindset.
• Service-oriented: Motivated to build long-term relationships with clients, uncovering their needs, and finding solutions.

What We Offer Our Financial Representative:

• Competitive Pay – DOE
• Bonus opportunities
• Growth Opportunities
• Health, Dental, & Vision Benefits
• PTO & Paid holidays
• Generous retirement plan
• Short-Term Disability Insurance
• Life Insurance
• Profit Sharing
• Industry-specific training provided
• Paid identity theft protection provided
• Flexibility when dealing with family issues (sick child, snow days, etc.)
• A company that offers a caring, human-focused work environment

To Apply

If you have experience with B2B sales, insurance services, or employee benefits, please submit your resume via this job ad to be considered for our Financial Representative position.

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