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Associate Benefit Advisor Jobs in Minnesota (NOW HIRING)

Merchants Bank

Associate Investment Advisor

Winona, MN · On-site

$22.88 - $27.45/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Merchants Bank offers competitive wages and benefits for our full-time employees including health ... Job Summary : The Associate Investment Advisor's role is to contribute to the growth and ...

mgx

Associate Investment Advisor

Winona, MN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Merchants Bank offers competitive wages and benefits for our full-time employees including health ... Job Summary : The Associate Investment Advisor's role is to contribute to the growth and ...

Baird

Financial Advisor in Training

Rochester, MN · On-site

$60K - $100K/yr

Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial ... Ability to build trusted relationships with clients and team members Compensation and Benefits ...

Micro Center

SERVICE EXPERIENCE ADVISOR

Saint Louis Park, MN

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Service Experience Advisor is the customer's first point of contact for technical service at ... Medical, Dental and Vision Benefits Coverage for Regular Full-Time Associates * Employee Discount ...

Old National Bank

Private Wealth Advisor, Assoc

Eagan, MN · On-site

$42K - $48K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

... in our benefit suite. Old National also offers a variety of Impact Network Groups led by team ... Responsibilities We are currently seeking an Associate Private Wealth Advisor to join a fast ...

Micro Center

SERVICE EXPERIENCE ADVISOR

Saint Louis Park, MN · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Service Experience Advisor is the customer's first point of contact for technical service at ... Medical, Dental and Vision Benefits Coverage for Regular Full-Time Associates * Employee Discount ...

Camping World Holdings, Inc.

Service Advisor

Lakeville, MN · On-site

$50K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Camping World Holdings, Inc.

Service Advisor

Monticello, MN · On-site

$50K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

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All JobsAssociate Benefit Advisor JobsAssociate Benefit Advisor Jobs in Minnesota

Associate Benefit Advisor information

What is the difference between Associate Benefit Advisor vs Benefits Coordinator?

AspectAssociate Benefit AdvisorBenefits Coordinator
Required CredentialsTypically a bachelor's degree, insurance licensesHigh school diploma or equivalent, insurance licenses often preferred
Work EnvironmentOffice setting, client meetings, insurance firmsOffice environment, HR departments, insurance companies
Employer & Industry UsageInsurance agencies, benefits consulting firmsCorporate HR departments, insurance providers
Common Search & ComparisonYesYes

The Associate Benefit Advisor and Benefits Coordinator roles share similarities in working with employee benefits and insurance products. However, the Associate Benefit Advisor often focuses on client consultations, sales, and benefit plan recommendations, requiring licenses and sales skills. The Benefits Coordinator typically handles administrative tasks, benefits enrollment, and employee communication within a company. Both roles are essential in the benefits industry but differ in responsibilities and work environment.

What is an associate benefit advisor?

Associate Benefit Advisors are professionals who assist employees or clients in understanding, selecting, and managing their employee benefits, such as health insurance, retirement plans, and other workplace perks. They typically work for insurance companies, benefits consulting firms, or within the HR departments of large organizations. Their role includes explaining benefit options, enrolling individuals in plans, resolving issues, and ensuring compliance with relevant laws and company policies. Associate Benefit Advisors also help educate employees on how to maximize their benefits and act as a resource for benefits-related questions.

What are some typical challenges an associate benefit advisor might face when assisting employees with their benefit selections?

Associate Benefit Advisors often encounter challenges such as explaining complex benefit options in simple terms, addressing unique employee concerns, and staying updated on frequent policy changes. They must handle high volumes of inquiries during open enrollment periods while maintaining accuracy and empathy. Additionally, they collaborate with HR teams and insurance providers to resolve issues efficiently, requiring strong communication and problem-solving skills.

What are the key skills and qualifications needed to thrive as an associate benefit advisor, and why are they important?

To thrive as an Associate Benefit Advisor, you need a solid understanding of employee benefits, insurance products, and relevant regulations, typically supported by a bachelor’s degree in business or a related field. Familiarity with benefits administration software, HRIS systems, and, in some cases, state insurance licensing is often required. Strong communication, problem-solving, and interpersonal skills help you effectively guide clients and address their concerns. These competencies are crucial for ensuring clients receive accurate information and support, fostering trust and satisfaction in benefits management.
What cities in Minnesota are hiring for Associate Benefit Advisor jobs? Cities in Minnesota with the most Associate Benefit Advisor job openings:
Associate Benefit Advisor jobs near you

Associate Investment Advisor

Merchants Bank

Winona, MN • On-site

$22.88 - $27.45/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago

Job description

Merchants Bank, Winona, is seeking an Associate Investment Advisor. This position will contribute to the growth and profitability of the Bank through management of sales, marketing, and continued customer relationships. This role is designed for intentional career growth to become an Investment Advisor/Executive.
The successful candidate will be enrolled in a program designed to provide comprehensive training curriculum with a foundation of operations, sales, and service skills. This position will work with a team of current investment professionals establishing and retaining relationships with existing and prospective customers.
A college degree in Accounting, Finance or Business Administration and sales experience is a strong plus. Must be able to work under deadlines and have excellent communication and customer service skills.
Merchants Bank offers competitive wages and benefits for our full-time employees including health, dental, life, disability and vision insurance; flexible spending accounts, 401(k) and ESOP retirement plans; bonus plan; paid time off; tuition reimbursement; and a variety of voluntary supplemental insurance options.
Please click on Apply Now or apply in person at Merchants Bank, Winona (102 E 3rd Street). Questions can be emailed to hr@merchantsbank.com. Merchants Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
Job Summary:
The Associate Investment Advisor's role is to contribute to the growth and profitability of the Bank through management of sales, marketing, and continued customer relationships. The role is a precursor to becoming an Investment Advisor/Executive. This role is designed for intentional career growth. The Associate Investment Advisor will be enrolled in a professional coaching program, administered by our broker dealer vendor partner. The program is designed to provide a comprehensive training curriculum, with a foundation of both operations, sales, and service skills. The program will culminate with the Associate Investment Advisor being fully licensed and trained to start attracting, onboarding, servicing and retaining investment services clients.
The Associate Investment Advisor will work with a team of current Investment Services professionals. The Associate Investment Advisor will focus on enhancing the image of the Bank in the community and increasing ancillary business. The Associate Investment Advisor is responsible for establishing and retaining excellent relationships with existing and prospective customers. The Associate Investment Advisor will also be responsible for providing referral training to Bank personnel and creating sales and cross selling awareness that prevails Bank-wide. Developing long-term relationships with existing clients and developing new customer relationships is essential. The Associate Investment Advisor must be an unbiased, trusted advisor with strong ethics. Developing and maintaining good internal relationships is essential.
Essential Duties and Responsibilities:
  • Ability to work independently and be responsible for own production and for maintaining strong client contact and service.
  • Complete Securities Industry Essentials (SIE) immediately, then pass the Series 7 License within first 6 months, then pass the Series 66 License within the next three months. Next the Associate Advisor Training will commence and strive to complete within the next four to five months. Lastly, pass the insurance license exam within the next three months. Associate accountable to earn all licenses within 12 to 15 months of employment.
  • Accustomed to working under deadlines, meeting time-based, production-oriented goals.
  • Knowledge of financial planning, financial products and markets.
  • Ability to help Bank customers identify their savings and retirement needs and offer products appropriately.
  • Knowledge of other Bank products and the ability to cross-sell these products to customers.
  • Ability to work well with people including customers and employees.
  • Ability to generate new accounts and relationships from non-bank customers.
  • Excellent public speaking skills, including teaching and training ability.
  • Assist with Coordinating Investment Sales promotional campaigns with the Bank's Marketing Department.
  • Maintain contact with existing customers periodically reviewing client's goals and needs.
  • Ability to develop a team approach with other Bank employees and departments to build a referral network, including conducting referral training for Bank Personnel.
  • Regular and dependable attendance is an essential function of the job.
  • Adherence to compliance with laws concerning financial institutions, and completion of compliance disks as required for job description.
  • Employee will be expected to contribute to a positive working environment through words and actions.
  • Employee will be expected to take responsibility to ensure that internal and external customers receive outstanding service.

Position Requirements:
  • College Degree - Accounting, Finance or Business Administration preferred
  • FINRA Series 7 and Series 63 & 65 or 66 Insurance License by the end of the 15 month time horizon (or sooner)
  • Past sales experience a strong plus
  • This position works out of the Winona Downtown location

Physical Working Conditions:
Work is performed in an inside working environment, low noise levels, comfortable working surroundings and conditions. No chemical environmental hazards. Will be required to plan seminars for potential customers, and position will require limited travel, as needed, for seminars, etc.
Relationships:
Reports to the Investment Advisor and Operations Lead for duties, responsibilities, and for proper interpretation of role.

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