Advisor Specialist

About the role
The Advisor Specialist is a high-impact growth role focused on supporting and expanding relationships with licensed insurance brokers and benefits advisors. We’re looking for someone who understands the world of employee benefits, group health insurance, and broker sales—and can use that experience to help advisors grow production, close more business, and strengthen client relationships.
This role is ideal for someone who has worked as a Life & Health insurance broker, benefits consultant, or advisor support specialist and thrives in a relationship-driven, B2B sales environment. You’ll serve as a strategic partner to advisors by helping them position solutions, navigate sales opportunities, and drive growth in the small and mid-sized employer market.

• *This position can be fully remote for the right candidate.
What you'll doBuild strong relationships with licensed brokers and benefits advisors to drive new business growthPartner with advisors throughout the sales cycle, including plan positioning, quoting strategy, underwriting discussions, and objection handlingUse your employee benefits expertise to help advisors confidently present group health solutions to employer groupsCoach advisors on differentiators, value positioning, and sales strategies that improve close ratesAnalyze advisor production and pipeline activity to identify growth opportunities and improve engagementCollaborate with advisors on renewal strategies, prospecting efforts, and account retention initiativesReinforce consistent sales activity through follow-up, accountability, and pipeline managementSupport onboarding and ramp-up of new broker partners with a focus on early production successIdentify trends, objections, and market feedback to help refine sales messaging and advisor enablement strategiesQualifications2–5+ years of experience in employee benefits, group health insurance, or broker/advisor salesActive Life & Health insurance license requiredPrior experience working as a broker, benefits consultant, producer, or advisor-facing account manager strongly preferredStrong understanding of group health plans, underwriting concepts, renewals, and employer benefit strategiesB2B sales experience with a proven ability to build relationships and influence decision-makersExperience supporting or selling through brokers/advisors preferredStrong communication and consultative sales skills with the ability to coach and influence othersHighly organized, self-motivated, and comfortable managing multiple advisor relationships simultaneouslyBachelor’s degree or equivalent professional experience

Planstin's Employee Benefits:
Compensation: Base salary of $60,000-$65,000.
12 paid holidays plus 3 weeks of paid time off to balance work and life.
Comprehensive insurance coverage including health, dental, vision, and accident plans tailored for your well-being.
Discounted membership to Zion HealthShare.
Free membership for you and your dependents to Primestin Care Clinic.
Invest in your future with a 401k plan backed by a solid 4% match from us.
Free snacks and regular lunches available onsite.