Employee Benefits Consultant
Why This Role Matters
As an Employee Benefits Consultant, you will play a key role in helping employers design and implement benefits strategies that support their employees while driving growth for the agency. This position combines business development, strategic consulting, and long-term relationship management, allowing you to make a meaningful impact on both client success and organizational growth.
Working through The Olson Group's BenefitsEdge™ platform, you will partner with employers to assess their benefits programs, identify opportunities for improvement, and develop tailored solutions that align with their business objectives. You will serve as a trusted advisor throughout the sales and onboarding process, helping organizations navigate complex benefits decisions while cultivating long-lasting client relationships.
How You'll Make an Impact
Develop new business opportunities through networking, prospecting, speaking engagements, trade shows, referrals, and strategic outreach activities.
Build strong relationships with prospective and existing clients by understanding their business goals, workforce challenges, and employee benefits objectives.
Conduct discovery meetings and utilize BenefitsEdge™ tools and ScoreCards™ to assess client needs and identify opportunities for strategic improvement.
Develop customized Strategic Benefits Plans and BenefitsEdge™ outputs that deliver meaningful value and actionable recommendations.
Lead client presentations, benefits strategy discussions, and consensus-building conversations that support organizational decision-making.
Partner with account management teams to ensure a seamless transition from prospect to client and support long-term client success.
Maintain accurate records and pipeline activity within Salesforce to support reporting, forecasting, and relationship management efforts.
Who You Are
You are a consultative relationship builder who enjoys connecting with business leaders and helping organizations solve complex benefits challenges.
You are proactive and self-motivated, consistently seeking opportunities to expand your network and generate new business.
You excel at asking thoughtful questions, uncovering client needs, and developing tailored solutions that create value.
You communicate confidently with executive leaders and can present complex benefits concepts in a clear and compelling manner.
You are highly organized and capable of managing multiple client relationships, projects, and priorities simultaneously.
You thrive in a collaborative environment and enjoy working alongside internal teams to deliver exceptional client experiences.
You maintain professionalism, integrity, and confidentiality when handling sensitive client and employee information.
What You Bring
Day One:
Associate Degree in Business Administration, Human Resources, Marketing, or a related field
5+ years of experience in sales, consulting, or a related role, preferably within employee benefits or the insurance industry
Active Life & Health Insurance License
Active Life & Health Insurance Consultant License
Strong understanding of employee benefits programs, compliance requirements, market trends, and industry best practices
Experience building and maintaining long-term client relationships and delivering customized insurance or benefits solutions
Excellent verbal and written communication skills
Proficiency with Salesforce, CRM systems, Microsoft Office Suite, and related business applications
Strong project management, organizational, and critical thinking abilities
Commitment to maintaining confidentiality and professional ethical standards
Valuable Additions:
Bachelor's Degree in Business Administration, Human Resources, Marketing, or a related field
Registered Employee Benefits Consultant (REBC) designation
Experience presenting at conferences, trade shows, industry events, or employee enrollment meetings
Familiarity with strategic benefits planning…