Life & Health Risk Advisor (Producer)

Posted 7 days ago

siaa agent allianceGlenwood Springs (CO)

Insurance Sales Agents Direct Life Insurance Carriers

SENIORITY

Senior

SALARY

$60,000 – $150,000

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About the role

Life & Health Risk Advisor Individual & Family Benefits | Life & Health Division Classification: Exempt (Salaried + Commission)

Pay Range: $60,000 – $150,000+ (Uncapped Commission Earnings)

Reports To: Colorado Director of SalesWhy Join Glenwood Insurance? At Glenwood Insurance, we believe great people build exceptional client experiences. We are a collaborative, growth-focused organization where your voice matters, your ideas are welcomed, and your career path is supported. Our team values accountability, positivity, and partnership — and we celebrate wins together. This is an opportunity to join a culture that offers: A supportive and team-oriented environment Clear growth and advancement opportunities Ongoing mentorship and professional development Strong service support so you can focus on selling and relationship building A respected brand with established carrier partnerships The ability to build a high-income book with uncapped earning potential If you are passionate about helping individuals and families protect their health, financial future, and overall well-being, we would love to meet you.

Position Summary: The Life & Health Risk Advisor plays a key role in driving new business growth within our Life & Health division. This is a proactive, relationship-driven sales role focused on helping clients navigate important decisions around their health coverage, life insurance, and financial protection needs. In this role, you will partner with individuals and families to assess their needs, educate them on available options, and provide tailored recommendations across a range of Life & Health solutions. You will also collaborate closely with leadership and internal service teams to ensure a seamless and high-quality client experience from initial consultation through ongoing support.

Essential Duties & Responsibilities:

Identify, prospect, and secure new Life & Health clients
Generate opportunities through networking, referrals, centers of influence, digital outreach, and community involvement
Meet and exceed key performance indicators including revenue, new business production, and activity goals
Maintain an active and organized sales pipeline within CRM systems
Conduct thorough needs assessments to understand client health, financial, and protection goals
Present customized solutions including:
Health Insurance (Individual & Family)
Life Insurance (Term, Whole, Universal)
Supplemental and ancillary products (e.g., dental, vision, disability)
Educate clients on plan options, coverage differences, and long-term considerations
Perform policy reviews to identify gaps and cross-sell opportunities
Collaborate with internal teams to ensure a smooth onboarding experience and ongoing client support
Build and maintain relationships with carrier partners and stay informed on product offerings and market changes
Follow agency workflows, documentation standards, and compliance requirements
Participate in training, meetings, and ongoing professional development

Core Competencies:

Relationship building and trust development
Consultative, needs-based selling
Strong communication and presentation skills
Education-focused client approach
Organization and follow-through
Collaboration and teamwork
Accountability and goal orientation
Analytical thinking and problem-solving
Continuous learning mindset

Minimum Qualifications:

Active Life & Health License (or ability to obtain within 60 days of hire)
Proven success in sales, business development, or insurance production
Strong written and verbal communication skills
Proficiency in Microsoft Office and CRM systems preferred
Associate or Bachelor's degree preferred (or equivalent experience)
Commitment to ongoing professional education and development
Job Environment and Conditions
Physical Demands

While performing the duties of this role, the employee is regularly required to sit, communicate, and use hands and arms. Occasional standing and walking may be required.

Work Environment: This role operates within a professional office or remote setting. The work environment is typically moderate to low noise.

Disclaimer: This description reflects the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Responsibilities may evolve based on business needs. Sequel is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive considerations for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws.

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