Associate Insurance Sales Consultant
Posted on 09/15/2023Guide Stone - Dallas, TX
We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.
What We Offer You!
We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.
The Associate Insurance Sales Consultant works specifically with Group Employers, who are not currently insured through GuideStone, by communicating and assisting employers with any aspect of their health and welfare plans. This position will also educate plan administrators and enroll participants by providing comprehensive understanding of benefit options and features. This position is fully responsible for bottom line enrollment and financial results to growth, and expansion of GuideStone Insurance products and services to the Small Group segment.
What you will do:
Within a defined territory meet personal sales goals as developed and stated by management by marketing GuideStone insurance products to assigned SBC and Expanded Ministry prospects in a manner to ensure the growth of assigned GuideStone business.
Market products for growth to assigned book of business and enlist new participants.
Maintain complete and updated information on clients and prospects including contacts, products and statistical data as required in reporting.
Articulate a complete understanding and knowledge of GuideStone benefits, products, and procedures to internal and external customers, making effective presentations to existing and new customers including explanation of rating development and claims activity, resulting in increased customer satisfaction.
Adhere to GuideStone policy and procedure relative to underwriting, operations and compliance when working with customers.
Travel as required to meet the stated goals and objectives of the job. Travel should be strategic, with stated goals and expectations for each business trip.
Serve as primary GuideStone insurance representative and public relations liaison with SBC and expanded ministries agencies, institutions, conventions, associations, churches, ministers, church employees, seminaries and seminary students within assigned region and market segment.
Represent GuideStone at conventions, conferences, and seminars where our presence would result in new prospect opportunities or increased penetration and exposure to current customers.
Assist Retirement Services, New Business Development, and Property and Casualty by promoting GuideStone plans and products and providing feedback in client’s interest.
What you will need:
Bachelor’s degree or equivalent work experience.
Travel is required no more than 15% annually.
CEBS, FLMI, CLU, CFP, Group One Life and Health License.
PPACA certification (preferred)
Proficient PC skills in MS Office and appropriate GuideStone system applications.
Ability to operate an LCD projector, calculator, fax machine, copier, and telephone.
Must be a member of a Southern Baptist Church.
An extensive knowledge of all GuideStone insurance options, Term Life, Spouse and Dependent Life, Optional Life, Personal Accident, Spouse Personal Accident, Accidental Death and Dismemberment, Short and Long Term Disability plans, Seminarian Major Medical Plan, Preferred Provider Organizations, Health Maintenance Options, Dental and the legal and compliance requirements for such plans.
Knowledge of the competitive insurance market and areas in which GuideStone excels or is deficient relative to the competition.
Knowledge of organization and decision making process found in Southern Baptist and Expanded Ministry Churches, Associations and State Conventions.
General knowledge of financial support practices of churches and the tax laws that impact their financial support planning process.
General knowledge of retirement products and services.
Strong communication skills are crucial; ability to verbalize clearly and succinctly, ability to listen effectively, and strong writing skills.
Ability to perform financial calculations.
Ability to organize marketing assignments and deliver an orderly and factual sales presentation. Must be persuasive, yet personable and compassionate.
Personal attributes should include creativity, organization skills, enthusiasm, and motivation with a strong work ethic. Ability to set priorities and handle multiple projects.
Must be highly skilled in personal relationship building so as to foster and build a strong trust relationship between GuideStone and all participants.
Routinely handles highly confidential salary and health information. Engages routinely in consultation with plan participants relative to determining insurance benefit decisions.
Maintain professional development and continuous learning with emphasis on continuing education activities relative to the national insurance markets and trends.
Organizational and time management skills required for the successful implementation of multiple campaigns.
Remain proficient on customer service issues and insurance plan changes so as to contribute to the improvement and effectiveness of the Insurance department and Insurance Operations comrades.
Must have complete confidentiality regarding GuideStone business matters.
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