dcsimg

Career Story: Insurance Consultant Selling Benefits Plans To Employers

Insurance Consultant Selling Benefits Plans To Employers

Job Title: President

Type of Company: My company sells employee benefit plans to small and medium size employers.

Education: BS, Marketing

Previous Experience: I started as group rep trainee, then went to another company for 5 years and then became the manager of an office.

Job Tasks: I do everything from seeing clients and selling plans to them, to hiring, training and managing staff. I also get involved in financial management of budgeting and revenue coming into the business. My job includes other responsibilities like meeting with insurance carriers to learn about their products and negotiating with them over costs for our clients.

My day is different everyday. I enjoy meeting new potential clients and learning all about them. I also like getting out of the office as much as I can to visit clients and to counsel them on the appropriate benefit program for them and their employees. We also help our clients with wellness fairs and employee meetings where we educate employees on how to use their plans. Something new in our world is setting up benefit web sites for our clients so employees can tune in and view what benefits they have and the links to the various insurance carriers they have.

My job is very rewarding not only financially to me but I help people to feel financially secure in the event of an untimely death or disability as we provide benefits through insurance companies for them. We also have a lot of health insurance clients and help people so that they are protected against a financial catastrophe.

Best and Worst Parts of the Job: The best part of my job is having a client thank me for the work we do.

The worst part is losing a client to a competitor. Sometimes I have no control over that.

Job Tips: You must be motivated, organized and have lots of energy. You mustn't be afraid to fail or to have people say "no" to you. I am basically a salesperson and do many things that sales people have to do day-in and day-out.

Additional Thoughts: I've been doing this for many years and never believed I would ever do anything for so long. But everyday I learn new things about laws, or benefits or selling techniques. So much of what I do I can use at home in talking with my family and helping friends when they have questions. I feel rewarded for what I do but it takes time and hard work.

Popular Schools offering Insurance Programs

quickinfoClick the Visit School Site buttons to go directly to a school's website and learn more about the school and programs it has to offer. School website will open in a new tab. .

Click the Request Info buttons to request more information from a representative at the school

Matching School Ads

The Forbes School of Business® combines the power and flexibility of online learning with high-quality, topical Forbes content.

  • Programs: MBA - Business Economics, MBA - Media Management, MBA, more...
  • Degrees: Master, Bachelor
UEI College
Bakersfield, Chula Vista, Encino, Fresno, Gardena, Ontario, Riverside, San Marcos, Stockton

At UEI College, we want you to succeed. We’re like a family and we want you to be a part of it.

  • Programs: Business Office Administration (10-Month Diploma Program)
  • Degrees: Diploma
California College San Diego
National City, San Diego, San Marcos

The Secret to Getting Ahead is Getting Started

  • Programs: Business Administration (BS), Business Management & Accounting (AAS), Accounting (BS)
  • Degrees: Bachelor, Associate

100% Online & No Standardized Testing

  • Programs: MS in Accounting
  • Degrees: Master

MBA@Dayton is the online MBA program from the University of Dayton’s AACSB-accredited School of Business Administration.

  • Programs: Master of Business Administration
  • Degrees: Master

Regent University prepares students with the knowledge to excel and the faith to live with purpose.

  • Programs: Master of Public Administration, Master of Public Administration in Emergency Management and Homeland Security, Certificate in Public Administration, more...
  • Degrees: Master, Certificate

If you want to make the world a better place, start at the University of San Francisco. Our 21st-century mission to create a more humane and just world comes alive in our diverse learning community and is broadened by our global orientation. You are challenged to reach higher standards and to use your education to promote justice and serve the common good. At the University of San Francisco, youll find the excellence inherent in an institution established over 150 years ago, and inherent in nearly five centuries of Jesuit education.

  • Programs: Master of Public Administration
  • Degrees: Master

Pursue a certificate, master, or doctorate degree in Psychology at The Chicago School for Professional Psychology.

  • Programs: Ph.D. Organizational Leadership
  • Degrees: Doctorate

Saint Mary's University of Minnesota's Online Master's Programs

At Saint Mary's, we take pride in offering online graduate degrees designed to complement the schedules of working adults like you. Get an affordable, convenient education from a top-ranked university that's grounded in real-world applications.

  • Programs: Master of Science in Accountancy
  • Degrees: Master

For over 35 years, Keiser University has maintained a practical, hands-on approach to career education to help our students achieve their personal and professional goals. 

  • Programs: Accountancy with a concentration in General Accounting
  • Degrees: Master
Matching School Ads
You are visiting:

Find a school near you

What are Career Stories?

Career Stories are concise, real-world career overviews written by people relating their personal career experiences and wisdom. They provide invaluable insights and mentoring advice to students and career changers.

Most stories include:

  • a typical day or project
  • tips and advice
  • best and worst parts
  • educational background
  • previous experience

Browse hundreds of Career Stories

More Details On This Career

Please also see our detailed information about Insurance Sales Agents, including:

Back to Top