Sales Associate

We’re in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits.

Requirements

• Meet or exceed sales targets and performance metrics
• Develop and maintain relationships with clients, providing personalized service and addressing their insurance needs
• Conduct thorough insurance assessments for clients, analyzing risks and recommending appropriate coverage options
• Collaborate with underwriters to review policy applications, assess risk factors, and ensure compliance with underwriting guidelines
• Prepare and present insurance quotes to clients, explaining coverage options, terms, and premiums
• Work closely with the sales team to identify cross-selling and upselling opportunities within existing client accounts
• Stay informed about industry trends, regulatory changes, and new insurance products
• Maintain accurate client records and documentation in the agency management system

Benefits

• Fully paid medical, dental, and vision benefits
• Flexible PTO
• 401k company contribution
• Tuition reimbursement
• Professional development allowance
• Transportation allowance and daily parking reimbursement
• Engaging hybrid work environment