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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.

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