Planstin

Role Description The Advisor Specialist is a high-impact growth role focused on supporting and expanding relationships with licensed insurance brokers and benefits advisors. We’re looking for someone who understands the world of employee benefits, group health insurance, and broker sales—and can use that experience to help advisors grow production, close more business, and strengthen client relationships. This role is ideal for someone who has worked as a Life & Health insurance broker, benefits consultant, or advisor support specialist and thrives in a relationship-driven, B2B sales environment. You’ll serve as a strategic partner to advisors by helping them position solutions, navigate sales opportunities, and drive growth in the small and mid-sized employer market. This position can be fully remote for the right candidate. - Build strong relationships with licensed brokers and benefits advisors to drive new business growth - Partner with advisors throughout the sales cycle, including plan positioning, quoting strategy, underwriting discussions, and objection handling - Use your employee benefits expertise to help advisors confidently present group health solutions to employer groups - Coach advisors on differentiators, value positioning, and sales strategies that improve close rates - Analyze advisor production and pipeline activity to identify growth opportunities and improve engagement - Collaborate with advisors on renewal strategies, prospecting efforts, and account retention initiatives - Reinforce consistent sales activity through follow-up, accountability, and pipeline management - Support onboarding and ramp-up of new broker partners with a focus on early production success - Identify trends, objections, and market feedback to help refine sales messaging and advisor enablement strategies Qualifications - 2–5+ years of experience in employee benefits, group health insurance, or broker/advisor sales - Active Life & Health insurance license required - Prior experience working as a broker, benefits consultant, producer, or advisor-facing account manager strongly preferred - Strong understanding of group health plans, underwriting concepts, renewals, and employer benefit strategies - B2B sales experience with a proven ability to build relationships and influence decision-makers - Experience supporting or selling through brokers/advisors preferred - Strong communication and consultative sales skills with the ability to coach and influence others - Highly organized, self-motivated, and comfortable managing multiple advisor relationships simultaneously - Bachelor’s degree or equivalent professional experience Benefits - Compensation: Base salary of $60,000-$65,000. - 12 paid holidays plus 3 weeks of paid time off to balance work and life. - Comprehensive insurance coverage including health, dental, vision, and accident plans tailored for your well-being. - Discounted membership to Zion HealthShare. - Free membership for you and your dependents to Primestin Care Clinic. - Invest in your future with a 401k plan backed by a solid 4% match from us. - Free snacks and regular lunches available onsite.

About the role The Benefit Specialist will be responsible for guiding each member to understand, use, and feel confident in their benefits. You will provide educational, advisement, and one-on-one support to employees of a group for the purpose of maintaining strong relationships with our clients and ensuring their satisfaction with our services as we move them through the enrollment phase to maximize business growth. You will also be responsible for on-going education and assisting groups’ new hire employees through the enrollment phase. This position can be based in St. George, Utah (in-person or hybrid), Dallas, Texas (fully remote), and Boca Raton, Florida (fully remote). Occasional travel to client locations throughout the United States will be required for this position. Typical travel might include air travel and a one night stay throughout the year, but could extend to up to a week at a time. What you'll do - Communicate with the employees of groups within the sales process and are moving into enrollment phase. - Strategize how to effectively enroll and maximize enrollments of all groups. - Meet about needs and goals for implementing Planstin into the company. - Have full understanding of Planstin offerings. - Able to speak publicly and present Planstin Administration in front of both small and large groups and or employees. - Prepare Planstin benefits plans for individuals to help understand the plans offered and maximize enrollments. - Work with third party agents who want to use the enrollment offering in which you would enroll the Agent's group(s). - Help with relationship management of groups in need of additional enrollments. - Work closely with the other internal teams on any needs that might arise. - Support internal sales agents with product education needs throughout the sales process. - Possibly travel on site to customer headquarters to do in person enrollments, potentially 1-2 times a month, depending on the time of year and location. Qualifications - Bachelor's degree in business, marketing, or a related field or equivalent experience is preferred. - A Life and Health Insurance License is required for this role and will need to be obtained within the first 90 days of employment. Planstin will provide you with a study program and pay for the cost of the exam to obtain your license and renew it as needed. - Able and willing to travel to meet clients throughout the United States with some trips having consecutive days of travel. - 2+ years of experience in a client-facing role. - Strong communication, interpersonal, and problem-solving skills. - Ability to multitask, prioritize, and manage time effectively. - Proven track record of meeting or exceeding performance goals. - Proficiency in CRM software and Microsoft Office. - Familiarity with health insurance administration and regulations preferred. - Ability to communicate in Spanish fluently is a strong plus! Planstin's Employee Benefits: - Compensation: $60,000-$65,000 base salary + 5-10% in commissions from new member enrollments and renewals. - 12 paid holidays plus 3 weeks of paid time off to balance work and life. - Comprehensive insurance coverage including health, dental, vision, and accident plans tailored for your well-being. - Discounted membership to Zion HealthShare. - Free membership for you and your dependents to Primestin Care Clinic. - Invest in your future with a 401k plan backed by a solid 4% match from us. - Free snacks and regular lunches available onsite.

We are looking for a Senior Software Engineer (Backend) to help build out the next generation of the Planstin Membership Platform—a complex system that spans membership management, pricing engines, CRM integrations, ETL pipelines, and an evolving AWS-based microservice architecture. In this role, you’ll work directly with the founder/architect who built the current system, take ownership, anticipate problems before they surface, and propose thoughtful solutions. The right engineer must be comfortable adapting their plan when the business direction shifts. This is not a narrow feature-factory role. We need someone who can see the whole system, understand how the parts interact, and help push the architecture forward. This position is based in St. George Utah but we'll consider full time remote and out of state for the right candidate. What you'll do Backend (Primary) A large Nest.js backend powering: Distributed services deployed with AWS CDK (Lambda, RDS, S3, EventBridge, ECS/Fargate, etc.) A large Nest.js backend powering: Distributed services deployed with AWS CDK (Lambda, RDS, S3, EventBridge, ECS/Fargate, etc.) Frontend React SPA for internal and external membership tools Admin dashboards, configuration UIs, step-based workflows, and data visualization Integration with partner systems React SPA for internal and external membership tools Admin dashboards, configuration UIs, step-based workflows, and data visualization Integration with partner systems DevOps / Infrastructure AWS CDK (TypeScript) for infrastructure automation CI/CD optimization Observability, error handling, and performance tuning AWS CDK (TypeScript) for infrastructure automation CI/CD optimization Observability, error handling, and performance tuning Data & Domain Work Implementing and refining a high-complexity relational schema Helping convert messy real-world data into stable, normalized structures Identifying inconsistencies in business rules — and proposing solutions Implementing and refining a high-complexity relational schema Helping convert messy real-world data into stable, normalized structures Identifying inconsistencies in business rules — and proposing solutions Additional tasks will include Spot architectural risks early Suggest simplifications and abstractions Build tooling when manual work becomes repetitive Improve reliability of pipelines ingesting external data Question things that “don’t smell right” Understand the why behind every model, process, or mapping Ask great questions Provide options, not just code Spot architectural risks early Suggest simplifications and abstractions Build tooling when manual work becomes repetitive Improve reliability of pipelines ingesting external data Question things that “don’t smell right” Understand the why behind every model, process, or mapping Ask great questions Provide options, not just code