Area Vice President - Employee Benefits & PEO Advisory Job at Confidential, Boca Raton, FL

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  • Confidential
  • Boca Raton, FL

Job Description

Area Vice President – Employee Benefits & PEO Advisory

South Florida Territory

About the Opportunity

We are a rapidly growing employee benefits, PEO advisory, HR technology, payroll, and property & casualty consulting organization with a national presence and an entrepreneurial culture.

Unlike traditional insurance brokerages or PEO organizations, our consultative model allows advisors to recommend the best solution for each client, including:

  • Professional Employer Organization (PEO) Solutions
  • Open Market Employee Benefits
  • Level-Funded Health Plans
  • Self-Funded Health Plans
  • HR Technology Platforms
  • Payroll Solutions
  • Property & Casualty Insurance

This opportunity is ideal for a successful sales professional seeking to build a long-term book of business and recurring revenue stream rather than relying solely on first-year commissions.

Position Summary

The Area Vice President will be responsible for driving new business development throughout South Florida , partnering with employers to improve workforce strategy, employee benefits, HR technology, payroll infrastructure, compliance, and risk management solutions.

This is a highly consultative, relationship-driven sales role focused on generating new business and building long-term client partnerships. The position offers the ability to advise across multiple solutions, creating significantly greater earning potential than a traditional PEO-only sales position.

This is not an account management role.

Primary Responsibilities

Business Development

Generate new business opportunities through:

  • Prospecting and cold calling
  • LinkedIn outreach
  • Email marketing campaigns
  • Networking events
  • Referral partnerships
  • CPA relationships
  • HR consultant relationships
  • Private equity relationships
  • Fractional CFO relationships
  • Existing centers of influence

Prospecting Activities

  • Outbound calling
  • LinkedIn Sales Navigator outreach
  • Email campaigns
  • In-person prospecting
  • Referral partner development
  • Industry association involvement
  • Networking events and business development activities

CRM & Sales Activity Management

Maintain pipeline activity and opportunity tracking through:

  • Zoho CRM
  • SalesLoft
  • LinkedIn Sales Navigator

Advisory Responsibilities

Serve as a trusted advisor to employers by consulting on:

PEO Solutions

  • Cost analysis
  • Service evaluation
  • Workers' compensation strategies
  • HR support solutions
  • Payroll infrastructure
  • Technology platforms

Employee Benefits

  • Fully insured plans
  • Level-funded plans
  • Self-funded plans
  • Alternative funding arrangements
  • Cost containment strategies

Workforce Strategy

  • HR technology
  • Payroll solutions
  • Benefits administration
  • Compliance initiatives
  • Workforce optimization

Cross-Selling Opportunities

In addition to employee benefits and PEO services, advisors may identify opportunities for:

  • Property & Casualty Insurance
  • Payroll Solutions
  • HR Technology
  • Compliance Services

All cross-sold business is commissionable, providing additional income opportunities.

Licensing Requirements

Candidates must currently possess or be willing to obtain:

  • Health & Life Insurance License

This licensing structure allows advisors to consult on both PEO and open-market employee benefits opportunities, significantly increasing flexibility and earning potential.

Compensation

Base Salary

$75,000 – $100,000

Compensation is negotiable and based on experience, production history, and industry expertise.

Long-Term Book of Business Opportunity

The true value of this opportunity lies in building a recurring revenue book of business.

Unlike many PEO organizations that heavily emphasize first-year sales compensation, advisors participate in the long-term growth and retention of client relationships.

Residual Compensation Structure

Upon reaching a validation threshold equal to 4x annual base salary in recurring revenue , compensation transitions to a residual income model.

 

Benefits

Health & Wellness

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • Legal Benefits
  • Pet Insurance
  • Employee Assistance Program (EAP)
  • Wellness Programs

Retirement

  • 401(k)
  • 4% Company Match

Ideal Candidate

  • Proven success selling PEO, employee benefits, payroll, HR technology, or related B2B services
  • Strong hunter mentality with a passion for business development
  • Experience building relationships with business owners, executives, and professional referral partners
  • Entrepreneurial mindset with a desire to build a long-term book of business
  • Self-motivated, competitive, and highly consultative sales approach
  • Desire to maximize earnings through both new business production and recurring residual income

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