Overview
Insurance Advisor | Benefits Consultant | 3E Partners (West Des Moines, IA)
At 3E Partners, we are changing the way benefits and total rewards are sourced and communicated in Iowa. As a locally owned firm, we combine boutique-level attention and culture, with innovative strategies that challenge the status quo. If you're driven by relationships, impact, and personal development, you can pack your bags and feel right at home.
What You'll Do:
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Build and manage relationships with our niche focuses. #Vision100
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Consult clients on their unique and innovative benefits, discuss strategies, and cost containment solutions.
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Develop new business through referrals, networking, and prospecting.
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Collaborate with a team of industry veterans and mentors.
What's in it for You:
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Uncapped earning potential — With our competitive compensation package, you determine your ongoing value, not us.
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Growth Opportunities – Leadership or Specialist roles.
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Supportive, local team culture with hands-on training & mentorship.
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Access to cutting-edge tools & industry-leading carriers – you'll never miss out on an opportunity because of access to solutions.
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Grow your autonomy & flexibility in managing your book of business.
Success profile
We're looking for ambitious, driven individuals who want to make a real difference in people's lives while being rewarded for their success. Our ideal Benefits Advisor is someone who thrives in a performance-based environment and is passionate about providing exceptional service.
Who You Are:
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Intrapreneurial self-starter with a growth mindset – Grow your business with the support inside of an established and scaling organization.
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Proven relationship builder — sales experience preferred.
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Passion for helping others and making an impact.
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Insurance licensed (or willingness to obtain).
Who Thrives at 3E Partners?
The most successful Benefit Advisors at 3E Partners share these key attributes:
Self-Motivated Achievers
You set ambitious goals for yourself and pursue them relentlessly. You don't need constant supervision to stay productive and are driven by both personal achievement and helping clients succeed.
Relationship Builders
You naturally connect with people and build trust. You understand that long-term success comes from creating genuine relationships with clients based on understanding their unique needs.
Solution-Oriented Thinkers
You approach challenges creatively, looking beyond obvious answers to find the best solution. You're resourceful and persistent when obstacles arise.
Growth-Minded Professionals
You're committed to continuous improvement, always learning about industry trends and enhancing your skills. You welcome feedback and use it to develop professionally.
What makes a successful Benefits Advisor at 3E Partners? Our top performers excel in these key areas:
75%
Client Relations
Building and maintaining strong client relationships through consistent communication and exceptional service
85%
Industry Knowledge
Deep understanding of benefit plans, insurance markets, and staying current on industry trends
65%
Sales Ability
Effectively presenting solutions and closing new business through consultative selling approaches
80%
Problem Solving
Identifying client challenges and creating innovative, tailored benefit solutions
Your Growth Path at 3E
At 3E Partners, we believe in rewarding excellence. Top-performing Benefit Advisors have clear pathways to advance their careers and earnings. As you build your book of business and demonstrate your ability to deliver results, you'll unlock opportunities to:
- Lead larger, more complex client relationships
- Mentor new team members and share in their success
- Specialize in specific industries or benefit solutions
- Participate in company leadership and strategic initiatives
- Earn uncapped income based on your performance and client growth
Benefits
At 3E Partners, we practice what we preach. As benefit experts, we've designed a comprehensive benefits package that prioritizes your wellbeing and rewards your contributions.
Our Compensation Philosophy
We believe in rewarding excellence. Our industry competitive compensation structure means your earnings directly reflect your performance and client impact. Top performers at 3E enjoy unlimited earning potential with no ceiling on what you can achieve.
FLEXIBLE SCHEDULE
Work when you're most productive with the ability to balance client meetings and personal commitments
COMPETITIVE PAY
Industry competitive compensation based on your performance and client growth
PROFESSIONAL DEVELOPMENT
Continuing education, certification support, and sales training opportunities
RECOGNITION PROGRAMS
Regular recognition of top performers through incentives and company-wide acknowledgment
MODERN WORKSPACE
Comfortable headquarters with the latest technology in our West Des Moines office
COLLABORATIVE CULTURE
Work with a supportive team that celebrates wins together and helps each other succeed
Comprehensive Benefits Package
As benefit experts, we practice what we preach. 3E Partners team members have access to an extensive range of benefits at preferred rates not available to the general public. We'll help you customize a benefits package that meets your unique needs—just as we do for our clients.
Responsibilities
Essential Duties and Responsibilities:
- Build and manage relationships with our niche focuses. #Vision100
- Consult clients on their unique and innovative benefits, discuss strategies, and cost containment solutions.
- Develop new business through referrals, networking, and prospecting.
- Collaborate with a team of industry veterans and mentors.
- Consults with customers and potential customers to understand their needs; identifies and suggests products that will meet those needs.
- Explains benefit plan policies, procedures, and legal requirements to plan administrators, employees and beneficiaries.
- Researches and recommends appropriate benefits plans and services based on vendor capabilities and products.
- Conducts open enrollment meetings and benefits presentations. Responsible for scheduling, preparing, and leading client meetings.
- Maintains accurate and organized client files and system for project management via CRM.
- Acquires and distributes relevant information and documentation to plan administrators.
- Collaborates with team to develop sales quotas and strategies.
- Ensures plans are administered in accordance with company, state, and federal guidelines and regulations.
- Maintains licensure, knowledge of legal and regulatory changes, trends, and other developments affecting benefits.
- Must always remain alert.
- Performs other duties as assigned.
Required Skills/Abilities:
- Excellent interpersonal skills to maintain professional relationships with various insurers, while staying current on new vendor capabilities and products.
- Excellent verbal and written communications skills with ability to clearly explain benefit plan options in easily understood terms.
- Excellent organizational skills and attention to detail.
- Ability to quickly learn, understand, and lead the sales process and campaigns.
- Meets requirements for licensing as directed by management.
- Attends training sessions, courses, etc. to maintain licensure, knowledge and skills.
- Proficient with Microsoft Office Suite or related software.
Education and Experience:
- Willing to obtain or currently hold Life and Health Insurance/Certification.
- Relevant schooling or sales experience recommended.
Physical Requirements:
- Prolonged periods of sitting in car or at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
Location:
West Des Moines, IA (Local travel required)
3E Partners and our affiliates are Affirmative Action, Equal Opportunity Employers (EEO/M/F/Vet/Disability).
About 3E
At 3E Partners, we are changing the way benefits and total rewards are sourced and communicated in Iowa. As a locally owned firm, we combine boutique-level attention and culture, with innovative strategies that challenge the status quo. Founded on the principles of Excellence, Expertise, and Empowerment (our 3Es), we partner with businesses of all sizes to create benefit programs that drive organizational success while enhancing employee wellbeing.
Our Mission
At 3E Partners, our mission is to empower organizations and their employees through innovative benefit solutions that enhance wellbeing, optimize costs, and create sustainable value. We believe that the right benefits strategy serves as a powerful tool for attracting and retaining talent while supporting business objectives.
Our Approach
We take a consultative, data-driven approach to benefits strategy, looking beyond traditional models to create custom solutions that address the unique needs of each client. Our process combines rigorous analysis with creative thinking to identify opportunities that others miss. We measure our success by the positive impact we create for our clients and their employees.
Our Culture
3E Partners fosters a collaborative, innovative culture where professional growth and work-life balance are prioritized. Our team members are passionate about making a difference in people's lives through their work. If you're driven by relationships, impact, and personal development, you can pack your bags and feel right at home at 3E Partners.
#Vision100
Interested in learning more about us and #Vision100? Contact us to learn about our mission to transform benefit consulting and how you can be part of this vision.
CAREERS
