Estate Planning Consultant jobs in Philadelphia, PA

Join Our Team as a Benefit Consultant!

About Us

Innovative Benefit Planning is a woman owned business that thrives on innovation and integrity, shaping employee benefits, wellness, HR Consulting, and group retirement planning nationwide. For 35 years, our commitment to putting people first has been at the heart of everything we do.

Your Impact Matters!

In a smaller company, bureaucracy does not dilute your influence. Your insights will be heard, valued, and acted upon. You will not be just another cog in the machine - you will be a linchpin, an indispensable part of the team driving meaningful change and growth. Your ideas will be the catalyst for innovation, and your efforts will directly contribute to our success story.

Collaborative Environment

Collaboration is not just a buzzword here; it is the essence of how we operate. You will have the opportunity to collaborate closely with colleagues from various departments, fostering an environment where every voice is heard, and every opinion matters.

Professional Growth

Your professional development is not just a checkbox; it is a commitment. We are invested in your growth and provide you with opportunities to expand your skills and advance your career. Your success is our success, and we will work together to ensure you reach your full potential.

If you are ready to make a real impact, take ownership of your work, and be an integral part of a thriving company, your journey towards professional fulfillment starts here.

A day in the life as Benefit Consultant

As a full-time Benefit Consultant, you will be at the forefront of establishing and nurturing positive experiences between Innovative and our clients. Your role will be pivotal in selling and managing a range of benefit solutions tailored to meet the diverse needs of our clients.

Responsibilities include:

Essential Duties:

• Sources and closes new sales opportunities through lead follow-up, outbound cold calls, networking, and emails to achieve assigned quota.
• Understands customer needs and presents benefits performance assessment to prospects.
• Creates and develops the benefits performance assessment.
• Research accounts, identifies key players, and generates interest.
• Maintains and expands database of prospects, contacts, and mailing lists.
• Attending relevant events in-house and with outside training promotes the potential to generate new business.
• Maintain personal networks and participate in professional organizational events.
• Revisit prospects that were not closed on the first appointment through relationship building.
• Maintain existing client relationships by working with AEs for client renewal, strategy, and plan performance meetings with clients.
• Expanding and enhancing selling techniques and practices to increase efficiency and results.
• Calls existing and potential clients to secure attendance at seminars and workshops.
• Makes follow-up calls to specific marketing campaigns.

Core Competencies:

• Excellent verbal and written communications skills.
• Strong listening and presentation skills.
• Ability to multi-task, prioritize, and manage time effectively.
• Advanced skill and understanding of assessing and analyzing numerical data.
• Experience working with Salesforce or similar CRM.
• Coordinate and organize sales appointments and meetings.
• Assist with event planning and implementation.
• Working knowledge of Microsoft Office including Word, Excel, Outlook.
• Flexible working hours that at times require some evening and weekend work.

Why Innovative?

Join a culture that values your growth and supports your career aspirations. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Life at Innovative:

• We offer a hybrid work environment to ensure a positive work life balance.
• Enjoy competitive benefits and a vibrant workplace designed for your success.
  • Medical, dental, vision, life, and disability plans
  • 401(k) plan with employer contributions
  • Life insurance and disability coverage
  • Legal Shield/ID Shield options
  • Tuition Reimbursement program
• Competitive salary
• Flexible PTO policy with 2 weeks of PTO for the first year and open PTO after your 1-year anniversary
• Sixteen hours of paid Volunteer Time Off annually

Culture at Innovative:

We cultivate a team environment with special celebrations including:

• Team building events.
• Monthly employee recognition.
• Endless snacks and freebies in the office cafe.
• Commitment to workplace wellness programs and events.

About You:

• Minimum of 5 years of experience in outside sales.
• Bachelor's degree in business administration, Marketing, Communications, or related field is preferred.
• Life and Health license to be obtained within the first 6 months of employment.
• Proficiency in collaboration and delegation of duties.

Join us at Innovative Benefit Planning and make a meaningful impact on the lives of our clients and their employees. If you are a dedicated professional with a passion for client success and meet the qualifications outlined above, we invite you to apply here: www.ibpllc.com/careers

Innovative Benefit Planning is an equal opportunity employer.