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we’re more then a team, we’re family

S+F Group Benefits is a family-run business, but more than that, we are a company that acts like family. If you are positive, energetic and looking for a unique company to call home, you are going to love our family barbeques, outdoor movie nights, amazing race challenges and our weekends away. Our people genuinely like and care for each other. Do we sound like the type of company you’ve been looking for? Send us your resume.

  • family-run, local company. We genuinely care about your families and our community.
  • fun events. We host several team events throughout the year, providing great opportunities to socialize and bond with your teammates and their families.
  • positive workplace. When the office is busy there are always a group of people eating together or taking lunchtime walks and always lots of laughter.

Group Benefits Consultant

Date Posted

January 30, 2024

Application Deadline

Job Description

S+F Group Benefits is looking to expand its sales team. We would like to hear from promising, developing, or established LLQP and/or MFDA licensed sales agents particularly in the arenas of group benefits sales and/or financial planning.

All sales positions at S+F include an established administrative support team to help manage client accounts, compliance demands, and back-end transactions so the sales team has their hands free to do what they do best—sell, advise, and service the needs of prospects and clients.

Qualifications: LLQP/MFDA license, CFPs welcome!

Experience in or a desire to pursue one or all of the following: group benefits sales: financial planning/advising and wealth management; life insurance sales

Post secondary education (such as a BA/BS) is desirable… new and established agents are welcome. In person and video presentation sales skills, interpersonal team skills, decent tech/computer skills required.

Core Responsibilities: sales and client service; healthy intra-office interactions with staff and other agents; sales team participation; participate in strategy and educational in-house meetings; attend team and client events; may include representing the company to lead-generating local business organizations at networking events.

A day in the life of an S+F sales agent will include one or more of the following: calling, emailing, presenting to and engaging prospects and clients; collaborating and strategizing with the admin support staff and the agent team; team planning and education sessions; collaborating with vendor reps; trips to vendor conferences.

Full time position.

Some remote work possible, but consistent office time expected. Car needed for client home or office visits/presentations.

 

Requirements

  • LLQP license

  • Excellent Communication Skills

  • Friendly with a side of professionalism

  • An adaptable problem solver

    Apply Now

    group benefits service coordinator

    Date Posted

    January 9, 2023

    Application Deadline

    January 26, 2023

    Job Description

    Who doesn’t love getting work done on a Friday afternoon rocking out to John Mayer?

    Or going on a Starbucks run with your team to work out a particularly difficult problem?

    Or hopping on a phone call to walk a client through the changes to their insurance plan?

    If your interest is piqued, then we’d like to tell you about our full-time Group Benefits Service Coordinator position that we’re hiring for right now.

    Your day-to-day:

    As a Group Benefits Service Coordinator, you’ll be the friendly face and voice connecting our S+F advisors with our valued clients. Your role is all about making those day-to-day interactions smooth and delightful, handling administrative tasks, and ensuring our clients feel well taken care of.

    Key Responsibilities:

    Communication and Client Interaction: Answer and manage/dispatch telephone calls with a smile. Sort/manage and respond to emails promptly, bringing your positive energy.

    Group Administration:

    Maintain digital files and CRM.
    Handle quoting, lead processing/follow-up, and new sale processes.
    Ensure membership forms, arrears, and premium arrears are in order.
    Assist in service set-up and follow-up, spreading positive vibes.
    Create and manage spreadsheets, bringing your organizational magic.
    Prepare reports and presentations with a touch of creativity.

    When it comes to those little but critical day-to-day interactions, you are the face and the voice of S+F to our clients.

    Requirements

    • Excellent Communication Skills

    • An adaptable problem solver

    • Confidence and Relatability on the Phone

    • Friendly with a side of professionalism

    • Computer Savvy

    • You can tell a good joke

      Apply Now

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      Job Application

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