Financial Consultant

Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview At Gallagher, we’re united by a commitment to growth, shared goals, and shaping a future defined by excellence. As a Financial Benefit Consultant, you’ll play a key role in helping clients make informed financial decisions, mentoring team members, and driving impactful solutions. This is your chance to join a team that values curiosity, collaboration, and service-minded innovation. How you'll make an impact In this role, you’ll guide account teams and clients through financial decision‑making processes using advanced tools and insights. You’ll analyze complex data, prepare detailed reports, and provide actionable recommendations to help clients manage costs and funding levels effectively. You’ll also mentor team members, ensuring they’re equipped to deliver exceptional service. Your expertise will contribute to measurable ROI for clients and strengthen Gallagher’s reputation as a trusted partner. Some of your responsibilities will include: Prepare, analyze, and present monthly, quarterly, and annual financial reports tracking client performance, expenses, renewals, funding levels, and rates, and address abnormal findings with Account Management teams and clients. Analyze complex carrier data and provide strategic recommendations to support rate negotiations and funding decisions. Serve as a subject‑matter expert and resource to branch offices, contributing to client retention, ROI, and market competitiveness. Train, mentor, assign, monitor, and peer review work of Financial Benefits Consulting team members; oversee client and service team communications. Maintain proficiency in proprietary models, underwriting tools, internal systems, and ensure compliance with departmental protocols. Review and interpret contract documents (e.g., plan summaries, administrative agreements) and guide subordinates in contract analysis. Independently manage client accounts, escalated service issues, special projects, and broad assignments requiring originality and best‑practice development. Support presentations, communications, and process improvements by introducing new ideas that enhance client deliverables and team efficiency. About You You’re a confident problem‑solver with a passion for helping clients succeed. You have a strong background in employee benefits and financial analysis, and you’re skilled at using tools like Microsoft Excel to deliver results. You’re organized, detail‑oriented, and thrive in fast‑paced environments. You enjoy mentoring others and building positive relationships with colleagues and clients. What you’ll bring: A bachelor’s degree (preferably in finance or math) and 3+ years of experience in health and benefits on the broker or carrier side. Advanced Excel skills and familiarity with carrier reporting systems. Strong communication skills and the ability to manage client accounts independently. A solutions‑focused approach to challenges and a commitment to continuous learning. Required: Bachelor's degree and 3 years within employee benefits field in an underwriting capacity. Working knowledge of Microsoft Windows applications and Microsoft Office. Preferred: Advanced Excel Skills. Math or Finance degree preferred. Behaviors: Detail oriented; strong analytical skills and good communication and interpersonal skills. Must be able to multi‑task to meet deadlines with quality and accurate deliverables. Must maintain favorable relationships with clients, vendors and other office staff. Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Medical/dental/vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax‑advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include: Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more... The benefits summary above applies to full‑time positions. If you are not applying for a full‑time position, details about benefits will be provided during the selection process. We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non‑conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer‑employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #J-18808-Ljbffr