What do other industry leaders and veterans call themselves?

Specialist or Coordinator.

“The traditional name of broker, to me, is associated with simply a benefits specialist or coordinator. The strategic brokers who are making an opportunity of PPACA are positioning themselves as true HR advisors or consultants that extends far beyond a coordination of benefits. They key in my mind is creating an organization that can execute upon this rather than just talking the talk.”

– Mark Parabicoli

Double Talk

“All the consultants are brokers and the brokers, consultants. Of course then there are benefits advisors, account managers, benefit specialists and so it goes...”

– Jim Christensen

Advisor: Up and Coming

“The thought of working with a broker—the connotation is that you’re a middle man. As an advisor, you’re not saying you’re a full-blown consultant, but it's right in between. Advisor is the up-and-coming name.”

– Aaron Davis

By Any Other Name

“Our No. 1 job is to look out for our consumers and their employees. We’re partners. We advise, consult and plan, but we’re a partner with them as they continue to navigate health care reform. I’m going to advise them what they can do and consult with them.”

– Denise VanPutten

But What About Guam?

I am a licensed health and life agent in all 50 states and DC under CBS, but almost my entire focus is with … discount products.

– Mark Roberts

Seen it All Before

I am not a broker (though I have been one).

I am not a consultant (though I have been one).

I have been recognized by the Workplace Benefits Association as a Hall of Fame member and by the Voluntary Employee Benefits Board (VEBB) as a “Super Star”.

You could describe me as columnist/contributor to Benefits Selling for over ten years.

I am Vice President of Voluntary Benefits and Products at mutual of Omaha. You can describe me as a Voluntary Benefits Practice Leader if that makes more sense.

– Marty Traynor

Instant Insights /

Brokers on Record: What's in a name?

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