Employee Benefits Sales Consultant

Job overview

The Employee Benefits Sales Consultant role is listed in Rochester, NY, with compensation of $62,400–$88,000 per year. The posting describes CFSI’s financial services and products and its Community Bank retail division. The consultant develops new business and expands client relationships by advising on employee benefits and related services. The role manages a prospect pipeline, reviews client coverage, recommends solutions, and coordinates with service teams to retain and grow business.

What you'll do

• Generate new business and expand existing client services
• develop referrals and cross-selling opportunities
• meet sales and book-growth goals
• build and document a qualified prospect pipeline
• assess client needs and review policy coverage
• develop and execute a sales plan
• transition onboarded clients to service teams
• collaborate with colleagues and mentor junior sales professionals.

What we're looking for

Skills & competencies

employee benefits

sales consultant

rochester ny

community financial system

insurance

business development

client consultation

pipeline management

account growth

life and health license

b2b sales

travel up to 75%

Work arrangement

• Weekend coverage required

Benefits & perks

• The posting describes competitive compensation, benefits, and professional development and advancement opportunities.

Why this role

Requires a valid Life, Accident, and Health license and a valid driver’s license; client-location travel may reach 75% of the schedule, with possible overnight travel.

About the employer

Community Financial System, Inc. is hiring for this role. Industry: Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds. Sector: 52.