Client Manager Trainee (Newport Beach, CA) Job at Guardian Life Insurance Company
Do you want to be a part of a high performing Group Benefits Sales and Client Management team?
Do you have a passion for building strong and lasting relationships with customers? Do you take pride in your ability to influence and persuade? Are you a team player? Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a Client Manager Trainee, Core Market who will be participate in Guardian’s Group Benefits Distribution Early Career Development Program, which is a 10- month structured training and mentorship program to become a Client Manager in our Group Benefits Core Market segment.
The program provides:
- Selling skills training
- Mentorship from top performers
- Product training
- Travel to in-person learning events
- Networking with Guardian Leadership and other internal business partners
This position will report into the Manager, Client Management, Core Market. These roles are based in our Regional Group Sales Offices, located in major cities across the country.
Position Summary
Throughout the program, this individual will effectively learn Guardian’s business environment, culture, product and service offerings and processes. The Client Manager Trainee will develop consulting, negotiation skills, operational and business acumen to become a main point of contact for the broker and their clients. These clients should view them as an expert for all products after extensive training and mentorship.
The Client Manager Trainee will become responsible for selling by adding additional employee benefit products and services to corporations with employees between 25 and 999 lives. The Client Manager Trainee accomplishes this by developing relationships with sales partners and with their assigned network of benefit brokerage relationships. These brokerage consultants work with corporate clients in need of our products and services.
Your Responsibilities
- Complete training program including course work, ECP Academies and field-based curriculum.
- Develop a clear understanding of our business and our diverse Group products. Gain a thorough understanding of our complex business relationships within the brokerage community and with the clients we service.
- Obtain required industry licensing and maintain license through completing Continuing Education requirements.
- Develop communication and presentation skills to be able to present and facilitate meetings in-person and virtually with external brokers, planholders and internal partners
- Develop consultative selling skills to be positioned to consistently achieve or exceed personal sales production expectations established by management
- Develop an understanding of client business, issues, and needs through participation in client visits and proactive phone contact; assist in building, maintaining, and managing positive ongoing client relationships.
- Develop and maintain multiple benefits brokerage relationships within assigned territory.
- Demonstrate a strong understanding of Guardian’s mission and Group Sales’ strategic vision, and Guardian processes, policies, and procedures, including web-site services and navigation.
- Learn the renewal process: data that supports the proposal, negotiation skills and needed partnership with underwriting, presentation delivery to the client and broker.
- Learn and understand how to identify additional lines and growth opportunities and tie them back to the customer needs.
- Become proficient in Guardian’s thought leadership materials and technology offerings and be able to explain them to brokers and clients to help them solve a variety of problems
- Develop and maintain supportive and positive relationships with all management, peers, local sales support staff, with internal business teams and all other external partners.
- Participate in the implementation of new cases and enrollment meetings.
- Support new sales initiatives developed by Guardian to increase sales of existing products and/or develop sales of new products.
- Participate in departmental and organization-wide projects and committees designed to enhance the client experience and relationship improve efficiency and improve knowledge.
You Have
- Four-year college graduate
- Excellent interpersonal, presentation and collaboration skills
- Strong ability to influence and persuade
- Strong oral and written communication skills
- Curiosity to ask the right questions to uncover client needs
- Ability to work with a team to achieve optimal sales results
- Goal and results-oriented with strong planning and organizational skills
- Highly energized, motivated self-starter with problem-solving skills
Travel
Up to 25% travel in the first year.
This position may call for you to come on campus or attend an in-person Guardian-sponsored event.
Location:
- The primary location for this position is Regional Sales Office – Newport Beach, CA
Salary Range:
$50,000 - $50,000
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
Our Promise
At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
Salary Range
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
Inspire Well-Being
As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.
Health Care
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Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits
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Dental plan
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Vision plan
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Health care accounts – flexible spending, health reimbursement, and health savings accounts
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Critical illness insurance
Life and Disability Insurance
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Company-paid Life and Disability insurance plus voluntary supplemental coverage
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Accident insurance
Retirement and Financial
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401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable
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Complimentary 1:1 financial guidance with a licensed Fidelity representative
Time Off and Remote Work
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Flexible work arrangements (part in-person/part remote)
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Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement
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Personal holidays for colleagues to use in recognition of religious, cultural, or civic days
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Paid parental leave and paid family and medical leave policies
Emotional Well-being and Work-Life
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Emotional well-being, mental health, and work/life resources powered by Spring Health
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Wellness programs, including fitness program and equipment reimbursement
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Child, adult, and elder back-up care support through Bright Horizons
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Adoption assistance
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College planning
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Tuition reimbursement
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Student loan assistance
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Commuter benefits in select metropolitan areas
Justice, Equity, Diversity & Inclusion (J.E.D.I.)
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Employee Resource Groups that advocate for inclusion and diversity
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J.E.D.I. certification and training programs
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Matching gifts/volunteering
Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.
Equal Employment Opportunity
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact
applicant_accommodation@glic.com
.
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