Experienced Sales Leader
About the Company
Join Our Team at Colonial LifeColonial Life is a leader in the corporate benefits industry with a distinguished legacy spanning over 85 years. Our local offices are expanding, and we are seeking dynamic candidates who are eager for growth opportunities. By joining our team, you will be part of our continued success story.We are proud to be recognized by Forbes for our commitment to excellence, being listed among the top female-friendly companies, the best employers for new graduates, the best large employers, and the most innovative companies in America.Be a part of an organization where your potential is valued, and your career can flourish.
About the Role
Role Description the Experienced Insurance Producer is responsible for developing and managing a portfolio of workplace benefits clients, focusing on employers and their employees. Our district office is in the SW WA area, but we work with clients throughout WA, OR, and beyond. This contract role involves prospecting and networking with businesses, conducting needs analyses, presenting Colonial Life’s benefit solutions proposals, and guiding decision-makers through the enrollment process. Day-to-day tasks include scheduling and attending client meetings, assisting with coordinating enrollment activities, and providing ongoing service and support to existing accounts. The position is largely remote with hybrid/on-site engagement with clients as needed, and some work-from-home flexibility for activities such as follow-up calls, virtual meetings, and administrative tasks. The Insurance Producer collaborates with internal teams, adheres to regulatory and compliance standards, and works toward sales and retention goals.
Responsibilities
Developing and managing a portfolio of workplace benefits clients, focusing on employers and their employees. Prospecting and networking with businesses. Conducting needs analyses. Presenting Colonial Life’s benefit solutions proposals. Guiding decision-makers through the enrollment process. Scheduling and attending client meetings. Assisting with coordinating enrollment activities. Providing ongoing service and support to existing accounts. Collaborating with internal teams. Adhering to regulatory and compliance standards. Working toward sales and retention goals.
Qualifications
Current or attainable state insurance producer license (life and health) in Washington, or willingness to obtain it within a defined timeframe. Required Skills Demonstrated experience in insurance sales, with a focus on workplace medical and/or voluntary benefits. Strong skills in client relationship management, consultation, and account servicing to build and sustain long-term partnerships. Proficiency in prospecting, networking, and presenting solutions to business owners, HR leaders, and employee groups. Ability to communicate complex benefit information clearly, both in person and virtually, to diverse audiences. Effective organizational and time management skills for handling multiple accounts, follow-up activities, and enrollment timelines. Comfort with using digital tools and basic office software for scheduling, virtual meetings, documentation, and reporting. High level of professionalism, integrity, and adherence to regulatory and ethical standards in all client interactions. Ability to work independently under a contract arrangement while collaborating with Colonial Life’s local and regional teams. Preferred Skills Experience in B2B sales, HR benefits, or employee education is preferred.