Financial Representative Employee Benefits

Financial Representative – Employee Benefits

Mount Joy, PA

• Join a growing faith-based financial services company that strives to create high levels of trust between our clients and our organization
• Receive on-the-job training and support from our team to continue to grow both personally and professionally
• Use your strong communication and customer service skills to build trust with clients through professional competency and empathy
• Build on an established book of business while seeking new opportunities for growth
• Work with small to mid-sized companies to design benefits packages that meet the needs of their organization and their employees
• Develop long-lasting relationships with both new and existing clients
• Maintain knowledge of employee 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

For over 75 years, Everence Financial has been helping people to be good stewards of their financial resources in a way that aligns with their faith values. As a faith-based employer, Everence Financial values our team and strives to provide a caring and human-focused work environment.

As part of our team of Financial Representatives, this position will serve as a strategic resource for small businesses designing their employee benefits package. This is an ideal position for a focused, growth-minded, customer-service-oriented individual with a background in finance, banking, insurance, sales, employee benefits, business, or human resources interested in building a financial services career.

Our Ideal Employee Benefits Financial Representative:

• Experience: Previous experience in sales, employee benefits, finance, insurance, banking, or human resources is a plus, but we are willing to train the right motivated candidate. A college degree in business, finance, marketing, or another related field is 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/benefits concepts in an easily understood manner.
• Proactive: Self-disciplined and demanding of yourself; an energetic and enthusiastic self-starter 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 Employee Benefits 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 in sales, finance, banking, insurance, employee benefits, human resources, or business, please submit your resume via this job ad to be considered for our Employee Benefits Financial Representative position.

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