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Intro to the Employee Benefits Business

Jumpstart a career or supercharge your firm’s onboarding with an on-demand program to make new(er) hires team ready.

Asynchronous modules provide an overview of the Employee Benefits ecosystem, a breakdown of the client lifecycle (including key terms), and specific advice for building a successful insurance career.

Register Here 🎉
 

Our Goal: Let us “teach the business” over eight hours while your managers prioritize "on-the-job training"

Intro to the Employee Benefits Business Feedback

Unique Advice

"The is conversational, with the host holding multiple roles within a brokerage firm. Unique advice on how to gain trust from the firm..."

Less Intimidating

"I like that each section is broken out into bite-sized videos. This makes it less intimidating to complete."

Wish I had this...

"This overview is something that I wish I had when I was a new hire, especially as someone who did not have a background in insurance."

Go Behind The Scenes Here

Invest six minutes to see how this program works.

 

Provides

  • Consistency - everyone accesses the same information
  • Leverage - managers' focus on firm and client-specific training

  • Encouragement - lessons reiterate to new(er) team members that no question is a dumb question

  • Signals - managers have early and objective assessment of how employees process information, follow direction and take initiative
  • Flexibility - program can be adapted to existing onboarding + training timelines

  • Enthusiasm - we're a hype squad for careers in Employee Benefits!

Includes

  • Insights: short, easily-digestible teaching videos 
  • Advice: story-driven coaching videos based on real-world examples and scenarios
  • EveryFirm USA: fun animations bring the industry and firm world to life
  • Glossary: 850+ acronyms, concepts and terms searchable by topic; authored and peer reviewed by seasoned employee benefits professionals 

  • Sponsor Support: sample learner paths and timeline augment and/or integrate with the firm’s internal onboarding process

Modules

  • Let's Go: Welcome to the Insurance Business
  • Working at an Insurance Brokerage Firm
  • Clients hire you to be led.™
  • Language and Lingo
  • Employee Benefits Client Lifecycle: What happens at each stage
  • Let's Practice: Resource worksheets to discuss with their Manager

Your Investment

$500

Register Now. Pay When Invoiced.

Register Here 🎉

Frequently Asked Questions

Jenn Walsh

Founder & Content Creator

Jenn has 34 years of hands-on experience driving organizational growth as a salesperson, agency owner, business development leader, strategic consultant and coach. 

She developed her Employee Benefits expertise within insurance carriers, a full-service brokerage firm and by holding several national industry association leadership roles. A sought-after speaker, workshop facilitator and objective advisor, she’s increasingly focused on the interdependence of successful sales and service teams. 

Known as an authentic business partner, she's passionate about inspiring and preparing teams to lead clients with confidence. 

Schedule time to talk program fit