Financial Consultant

Financial Consultant Opportunity

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Financial Consultant to join our growing team in Denver, CO!

The Financial Consultant will play a critical role in guiding clients through plan design, funding strategies, and vendor negotiations to deliver cost-effective, high-performing benefit programs.

How You Will Contribute:

• Build and maintain strong relationships with clients, including executive-level contacts
• Lead strategic planning discussions to align benefit programs with organizational goals
• Provide financial and analytical support to producers and attend prospect meetings
• Conduct detailed financial analysis, budgeting, and benefit modeling
• Monitor and transition clients between funding arrangements (fully insured, level-funded, ASO)
• Analyze carrier underwriting guidelines and claims data to inform renewal strategy
• Develop and implement plan design strategies across medical, pharmacy, dental, vision, life, disability, and leave benefits
• Manage renewals and vendor marketing, including stop loss and PBM negotiations
• Evaluate and implement Third Party Administrators (TPAs) and Pharmacy Benefit Managers (PBMs)
• Assist clients with compliance concerns, including ERISA wrap documents and 5500 filings
• Support internal teams with cross-coverage and contribute to a collaborative service model
• Resolve day-to-day service issues and ensure smooth client operations

Licenses and Certifications:

• Valid Producer license in good standing, within 90 days of hire

Skills & Experience to Be Successful:

• Bachelor's degree in Business, Finance, or related field (or equivalent experience)
• Experience with collective bargaining units and multi-plan environments (preferred)
• Experience in employee benefits consulting or financial analysis
• Strong understanding of self-funded and fully insured funding models
• Proven ability to manage complex, multi-site clients with diverse benefit needs
• Excellent analytical, communication, and negotiation skills
• Strategic thinker with a client-first mindset (preferred)
• Comfortable navigating complex financial data and translating it into actionable insights (preferred)
• Collaborative team player who thrives in a fast-paced, service-oriented environment (preferred)
• Integrity-driven approach to vendor and client relationships (preferred)

Pay Range

$100,000.00 - $100,000.00 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".