Employee Benefits Sales Consultant
About the job
- A bachelor's degree in Business Administration, Communications, or a similar field is required.
- At least five years of experience selling business-to-business solutions to C-suite executives is required.
- Knowledge of benefit plans and employee benefits terminology is a plus.
- Ability to cold call to set appointments with potential clients is required.
- Ability to source referrals through industry-related events is required.
- Excellent verbal and written communication skills are required.
- A Life and Health License is required.
- Proficiency with Microsoft Office products and customer relationship management systems is required.
- Establish and build strong, integrity-based relationships with C-level managers at companies with 100 or more employees.
- Identify potential new clients and develop strategies to convert them into clients.
- Continually source referrals to develop additional contacts and new business opportunities.
- Attend industry events to source referrals and increase industry knowledge.
- Attend training as needed to continue developing selling and closing skills.
- Meet or exceed established annual sales goals.
- Analyze clients’ goals and develop comprehensive solutions to meet them.
- Partner with Account Management to ensure the success of new business and retention of existing business.
- Knowledge of benefit plans and employee benefits terminology.
About the company
Corporate Synergies helps employers manage employee benefits and health insurance on a national scale. The consultancy guides organizations through plan design, regulatory compliance, and vendor management, offering high-touch engagement and tailored solutions along with innovative funding options to meet HR and budgeting needs. The company earns consulting fees, carrier commissions, and ongoing service fees for program management and support. It differentiates itself through over 20 years of experience, a broad national footprint, and a commitment to providing expert advice and customized benefit programs under the leadership of Andrew Bloom. The goal is to improve the benefits experience for employees while helping employers optimize and control costs in their benefits programs.
Company Size
201-500
Company Stage
Growth Equity (Venture Capital)
Total Funding
N/A
Headquarters
Camden, New Jersey
Founded
2003
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Simplify's Take
What believers are saying
- June 2026 releases on Illinois and federal rules reinforce trusted compliance-advisory demand.
- 2026 thought leadership on GLP-1s and self-funded designs matches employer cost-pressure urgency.
- FRP still lists Corporate Synergies among Northeast agency partners, preserving market access and referrals.
What critics are saying
- FRP integration can compress local autonomy, and competitors poach producers during account transitions.
- A 2019 trade-secrets fight with Alliant shows employee mobility and confidentiality vulnerability.
- If FRP shifts capital toward larger agencies, Corporate Synergies loses strategic priority within 2026.
What makes Corporate Synergies unique
- Foundation Risk Partners acquired Corporate Synergies in November 2017, backing scale and distribution.
- Corporate Synergies publishes 2026 compliance intelligence on Illinois, HHS, DOL, and CMS changes.
- Its employee-benefits advocacy model and self-funded plan expertise target middle-market employers.
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Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- 401(k) Retirement Plan
- 401(k) Company Match
- Unlimited Paid Time Off
- Paid Vacation
- Paid Holidays