About this opportunity
About Us
We are a fast-growing health benefits organization supporting over 500 agencies and 17,000+ licensed agents nationwide. Our specialty is providing small- and mid-sized employers with innovative Group Medical, ICHRA, Dental, Vision, GAP, and ancillary benefit solutions. Our mission is to empower the broker channel with training, quoting support, field engagement, and superior customer service.
Position Overview
The Group Sales Field Representative is responsible for developing strong relationships with agencies, brokers, and employer groups. This role is highly field-focused—meeting with agencies, hosting presentations, attending enrollments, supporting renewals, and driving new group sales opportunities.
Key Responsibilities
Agency & Broker Engagement:
- Build and maintain strong relationships with agencies and brokers within assigned territories.
- Conduct onsite and virtual training sessions on group medical, ICHRA, GAP, dental, vision, and ancillary offerings.
- Identify opportunities to grow production across group lines and increase broker engagement.
Sales & Business Development:
- Prospect and support new group opportunities through brokers and agencies.
- Attend enrollment meetings, open enrollments, and employer presentations.
- Assist brokers with plan design comparisons, funding strategy conversations, and renewal strategies.
- Track sales pipeline activity, quoting volumes, and closed business metrics.
Marketing & Field Support:
- Represent the organization at broker events, community meetings, health fairs, NABIP events, and carrier functions.
- Deliver polished, bilingual presentations (preferred).
- Distribute marketing materials, product guides, benefit summaries, and field announcements.
Carrier & Internal Coordination:
- Work closely with group sales directors, underwriting partners, and carrier reps to support quoting, strategy, and case positioning.
- Provide market feedback to leadership on trends, competitor activity, and broker needs.
Service & Retention Support:
- Assist with renewal reviews, benefit changes, and proactive retention strategies.
- Support brokers in gathering required documents for quoting, onboarding, or renewals.
- Maintain visibility with existing groups to ensure high client and broker satisfaction.
Qualifications
- 2+ years of experience in health insurance, group sales, or employee benefits (required).
- Strong understanding of group medical, ancillaries, and ICHRA concepts (preferred).
- Comfortable with fieldwork, presentations, and meeting brokers face-to-face.
- Strong communication and public speaking skills; bilingual English/Spanish highly preferred.
- Reliable transportation; ability to travel within South Florida or statewide.
- Proficient in Microsoft Office, CRM systems, and presentation tools.
Ideal Candidate
Energetic, charismatic, and confident presenting to groups. Organized pipeline management with consistent follow-up. Solutions-oriented and resourceful.
Compensation & Benefits
- Competitive base salary + performance bonuses
- Mileage reimbursement or car allowance
- Health benefits package
- Paid time off & holidays
- Career growth opportunities
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