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Burnham

Associate Advisor, Employee Benefits - Burnham Benefits

Burnham, San Dimas, CA, United States


Burnham is a team of talented and dedicated consultants uniquely equipped to solve the biggest challenges facing your organization and its people. Our expert advisors craft custom solutions to address your needs in the areas of employee benefits, risk mitigation, and wealth management. Over 25 years, the innovative solutions and bottom-line results we've secured for our clients has earned us an unparalleled reputation for partner loyalty and longevity.

The Associate Advisor will work to gain knowledge of the respective line of insurance to successfully gain technical and sales knowledge. As an Associate Advisor, they will begin with an in-depth training program and will have exposure to existing clients with the opportunity to be mentored by experienced Advisors. This role will learn the firm's insurance value proposition to support the clients' needs and passions.

PRIMARY RESPONSIBILITIES:
Through training you will be responsible for growing your own book of business which will include generating, prospecting, soliciting, and closing new accounts as well as beginning to retain your own clients.
Identify and generate new sales opportunities through analysis and discovery
Participate in sales meetings to review sales activities and prospective customers with leadership
Develop a full working knowledge of respective insurance line products and procedures.
Learns to present proposals in a professional manner, reviewing coverages in detail to ensure understanding.
Maintains an understanding and knowledge of insurance industry and underwriting criteria for Insurance Company Partners represented by firm to effectively communicate to all involved.
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KNOWLEDGE, SKILLS & ABILITIES:
Excellent communication and presentation skills
Strong ability to persuade, motivate and influence others
Basic knowledge of Microsoft Word and Excel.
Ability to learn appropriate insurance company and firm software systems.
Demonstrates core values, exuding behavior that is aligned with the firm's culture

EDUCATION & EXPERIENCE:
Obtain and maintain a Life/Health state insurance license, as required by the State Department of Insurance to provide employee benefit consulting, as necessary, in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).

The starting pay is $60,215.00-$100,600 salary. Salary is negotiable upon time of offer.

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