Employee Benefits Risk Advisor

Insurance Placement Solutions (IPS) has an immediate opening for an Employee Benefits Risk Advisor with our client. This is a direct hire opportunity offering a base salary of $60,000–$110,000+, depending on experience, transferable book of business, and qualifications, plus unlimited commission and bonus potential.

Candidates located in San Diego or Southern California are strongly preferred; however, remote candidates throughout the Western United States—and exceptional candidates nationwide—will also be considered.

This is an outstanding opportunity to join an award-winning independent insurance brokerage known for its exceptional workplace culture. The ideal candidate will have a proven background in employee benefits sales, relationship management, and business development, along with a passion for helping clients design comprehensive employee benefits programs.

Employee Benefits Risk Advisor Responsibilities

Sales & Business Development

• Develop and execute a personal business development strategy to achieve sales goals
• Build and maintain relationships with prospective clients, referral partners, and centers of influence
• Generate new business through networking, referrals, and consultative selling
• Conduct client meetings and deliver professional sales presentations
• Identify client needs and recommend comprehensive employee benefits solutions
• Cross-sell additional agency products and services
• Provide risk management and loss prevention guidance to clients
• Participate in team sales opportunities and collaborative business development initiatives

Client Service & Account Management

• Build and maintain long-term client relationships through exceptional service
• Review benefit proposals and recommend appropriate coverage strategies
• Collaborate with internal service teams to develop customized employee benefit programs
• Assist with renewal strategy, account marketing, and client retention efforts
• Resolve claims, billing, and service-related issues
• Maintain accurate client documentation within the agency management system
• Ensure clients receive proactive service and ongoing support throughout the policy lifecycle

Professional Growth

• Participate in ongoing sales training and professional development
• Attend industry conferences, networking events, and association meetings
• Deliver presentations for professional organizations, community events, and educational seminars
• Contribute to community organizations and professional associations
• Consistently meet sales objectives while maintaining exceptional client service standards

Qualifications

• Active California Life & Health License required
• 4+ years of Employee Benefits sales or Risk Advisor experience preferred
• Demonstrated success developing new business and achieving sales goals
• Experience managing client relationships and building a profitable book of business
• Strong consultative selling, negotiation, and presentation skills
• Excellent written and verbal communication skills
• Highly organized with strong time management and relationship-building abilities
• Bachelor’s degree preferred

Compensation

• Base salary: $60,000–$110,000+, depending on experience and transferable book of business
• Unlimited commission potential
• Performance-based bonus opportunities
• Comprehensive benefits package

Work Arrangement

• Direct hire opportunity
• Remote position
• Preference given to candidates located in San Diego and Southern California
• Candidates throughout the Western U.S. and exceptional applicants nationwide will also be considered

About Insurance Placement Solutions

Insurance Placement Solutions is a staffing and recruiting firm specializing in the insurance industry. We connect insurance professionals with exclusive direct hire, temporary, and temp-to-hire opportunities nationwide. Our clients trust IPS to identify top talent, while our candidates gain access to career opportunities that are often not publicly advertised.