Job Description

Group Health Benefits Advisor

San Antonio, TX | Hybrid

About PAX Financial Group

PAX Financial Group is a San Antonio–based Registered Investment Adviser committed to helping families, businesses, and individuals manage wealth with purpose. Our mission is to equip people with personalized advice and strategic planning that fuel generosity, confidence, and lasting impact.

Rooted in faith and inspired by 1 Timothy 6:17–19, we believe wealth is a responsibility, not just a resource. Our team blends technical excellence with a deep commitment to client service, behavioral finance, and values-based financial guidance.

PAX is a values-driven organization with a professional, client-first environment. Our culture emphasizes integrity, respect, collaboration, accountability, and service. Many of our clients and partners value a relationship-focused, professional approach, and team members are expected to represent the firm in a manner that reflects these expectations while maintaining authenticity, professionalism, and mutual respect.

If you’re looking to join a collaborative team where purpose, growth, and impact matter, we’d love to connect.

Position Overview

We are seeking a proactive and relationship-driven Group Health Benefits Advisor to acquire, service, and retain group health insurance clients while executing the workflows that ensure a seamless client experience. This role blends business development, benefits consulting, account management, and operational execution.

The ideal candidate is comfortable building trusted relationships while managing details with precision — engaging with employers and Centers of Influence (COIs), consulting on benefit strategies, completing carrier and vendor requirements, and executing benefits workflows in alignment with firm standards. This individual plays a key role in supporting PAX’s group benefits clients and contributing to the firm’s long-term growth.

Key Responsibilities

Client Acquisition & Relationship Management

• Acquire and retain group health insurance clients while maintaining high satisfaction standards.
• Conduct proactive outreach to COIs, networking partners, and prospective employer groups.
• Refer group clients to the Advisory and 401(k) teams when planning opportunities arise.
• Assess and validate employer needs on an ongoing basis.
• Respond promptly to inbound inquiries via web, email, and phone.
• Maintain accurate notes and documentation within Salesforce.

Benefits Administration & Workflow Execution

• Onboard new group clients and complete all carrier/vendor paperwork accurately and on time.
• Manage benefits workflows in alignment with PAX standards and client expectations.
• Collaborate with the Sales team, CSA Supervisor, and Resource Manager to ensure consistent service delivery.
• Prepare accurate reports, renewals, quotes, and internal documentation.

Service & Retention

• Achieve business retention targets and support strategic account objectives.
• Communicate product updates, compliance changes, and market trends to clients and internal teams.
• Participate in ongoing professional development and industry education.
• Stay current on regulatory updates and carrier offerings affecting employer-sponsored plans.

Process Improvement & Cross-Functional Collaboration

• Identify opportunities for workflow improvements and technology-driven efficiencies.
• Partner with colleagues to refine processes and enhance the overall client experience.
• Support smooth integration of benefits services within PAX’s broader client offerings.

Qualifications Required

• Active Texas Life & Health License
• 2–5+ years of experience in group health insurance, employee benefits, or a related client-facing role
• Strong understanding of group health plans, benefits administration, and carrier processes
• Excellent verbal and written communication skills
• Demonstrated ability to manage multiple deadlines independently
• Strong organization, follow-through, and attention to detail
• Comfortable networking, developing COIs, and generating new business opportunities
• Proficiency with CRM systems (Salesforce preferred)

Cultural Fit

• You take ownership of your role and resolve challenges proactively.
• You deliver consistent, reliable service with a relationship-focused approach.
• You thrive in a collaborative, team-oriented environment.
• You are aligned with PAX’s mission, values, and client-centered philosophy.

Interested in Applying?

If you believe your background and interests align with this role, we invite you to complete a short assessment as part of our application process.

The assessment helps us understand work style and role fit and is required to move forward.

Begin the assessment:
https://assessment.predictiveindex.com/bo/CQ3R/GroupHealthBenefitsAdvisor_Jan2026_215315

We appreciate your interest in PAX Financial Group and look forward to learning more about you.

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