Benefits Advisor

Summary

Service existing clients, oversee team activity, train new team members, and report field activity using a Salesforce-based CRM. The role focuses on client growth, team development, and building relationships. Applicants must have a high school diploma or GED, a valid driver's license, and be authorized to work in the U.S.

Responsibilities

• Service and grow relationships with existing clients.
• Supervise team activities and monitor results.
• Train and develop incoming team members on established systems.
• Submit daily field activity reports using a Salesforce-based CRM.
• Prioritize tasks and delegate responsibilities when appropriate.
• Support client management, leadership development, and community engagement.

Required Skills

• Salesforce CRMCustomer relationship management
• Client account servicing
• Sales
• Team supervision
• Employee training
• Sales reporting
• Task prioritization
• Delegation
• Client growth

Job Description

Service existing clients, oversee team activity, train new team members, and report field activity using a Salesforce-based CRM. The role focuses on client growth, team development, and building relationships. Applicants must have a high school diploma or GED, a valid driver's license, and be authorized to work in the U.S.

Responsibilities

• Service and grow relationships with existing clients.
• Supervise team activities and monitor results.
• Train and develop incoming team members on established systems.
• Submit daily field activity reports using a Salesforce-based CRM.
• Prioritize tasks and delegate responsibilities when appropriate.
• Support client management, leadership development, and community engagement.

Required Skills

• Salesforce CRMCustomer relationship management
• Client account servicing
• Sales
• Team supervision
• Employee training
• Sales reporting
• Task prioritization
• Delegation
• Client growth