Job Description

A bout Us: Vested Insurance Agency, LLC is a Florida insurance agency located in Tampa and Palm Harbor. Vested Insurance Agency, LLC specializes in employee benefits including medical, life and disability, and other benefits with expansion plans into additional lines. Vested Insurance Agency, LLC sells to and supports insurance products sales to its affiliated PEO and additionally, is looking for a dedicated and motivated sales agent to grow sales outside of the PEO and to sell additional products to its PEO client base.

This is an Onsite and Partially Remote Position

Position Summary:

This is a full-time employee position for a dedicated salesperson who can drive growth in a new agency servicing both current PEO clients and Agency clients. There are exciting upside ownership equity opportunities for this position for meeting sales goals. The Sales Agent is an experienced health insurance agent holding an active Florida Life & Health Insurance license. Expertise and experience in employee benefits in our target market of under 50 employees is a plus. The Sales Agent will report to the President of the Agency. Experience with Professional Employer Organizations ("PEO’s") is a plus but is not required. This position is responsible for promoting and executing on the sale of new and renewal business, providing and being a source of insurance expertise to customers, and assisting in the growth and profitability of the agency. The experienced Sales Agent will collaborate with the other teammates as necessary to meet prospective and existing customer needs.

The Sales Agent will drive initiatives that foster revenue growth including leading initiatives in 2025 for alternative benefit sales both to the current client base and new clients. The Sales Agent will have responsibilities related to PEO sponsored group benefit sales, including training the sales personnel on statements of process for PEO sponsored benefit sales and providing comparative services to PEO clients. Compensation will be a base salary, ground floor equity opportunity, plus a structured commission split and bonuses for exceeding sales goals.

  W hat You will Do: The essential functions include, but are not limited to the following:

• Sell health and life insurance policies to individuals and businesses with focus on our target market of 10-50 employees.
• Interpret, analyze, negotiate and offer recommendations on coverage based on individual customer needs.
• Work closely with personnel regarding placement of new and renewal business.
• Establish direct customer contact with key accounts and prospects.
• Placing client sponsored group health products and or individual health policies.
• Placement (with third party vendors or otherwise) of ICHRA and similar arrangements for individual level placements.
• Develop expertise and educate clients and sales on changes and market trends in employee benefits area.
• Build client and prospect pipeline. Develop cross-selling strategies for existing clients.
• Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
• Work with clients on benefit implementation rules & timelines
• Develop Strong relationships with sales personnel.
• Maintain and further develop a specialty in a declared sector or market area by networking and participating in professional development activities.
• Keep abreast of developments in the marketplace, including product offerings and changing insurance consumer trends and needs. 

Knowledge, Skills, and Abilities

• Minimum three (3) to five (5) years of insurance experience, with targeted experience and expertise in group and individual health plans and other employee benefit plans.
• Excellent communicator, both verbal and written, with internal departments and external clients.
• Be able to work in a fast-paced environment.
• Be self-driven / motivated.
• The ability to prioritize & complete multiple tasks while delivering successful results.
• Articulate and impart his/her knowledge.
• Develop strong working relationships.

Education & Experience

• Bachelor's level degree preferred but not required.
• Minimum three (3) years of experience in insurance, with experience in employee benefits.
• Active Florida Life & Health License required.

  We offer our employees a competitive salary and comprehensive benefits package and are always looking for individuals with the talent and skills required to contribute to our growth and success. Equal Opportunity Employer/Veterans/Disabled.

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