Executive Benefits Consultant

Executive Benefits Consultant

At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves.

This role is responsible for designing, implementing, funding, and maintaining Executive Benefits plans for clients and serving as the primary owner of a book of business. This position involves analyzing and designing Executive Benefits plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to prospective clients. This role works with service teams to provide an exceptional level of customer service, driving client retention.

Essential duties and responsibilities include:

• Executive Benefits Sales and Business Development
• Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management.
• Effectively communicate the value proposition of OneDigital's Executive Benefits solutions to prospective clients, highlighting the benefits of our comprehensive solutions.
• Achieve and exceed annual sales goals by skillfully guiding prospects through the sales cycle and closing new deals.
• Participate in industry and conference presentations to showcase expertise and generate leads.
• Organize and manage prospect events to educate potential clients about Executive Benefits solutions.
• Client Relationship Management
• Lead client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives.
• Develop and execute a customized relationship strategy that aligns with each client's unique situation.
• Build and maintain positive relationships with assigned clients, fostering open communication and exceeding expectations.
• Plan Design Consulting
• Select and present a diverse range of plan options, design choices, and funding solutions to decision-makers.
• Work with Third Party Administrators to provide participants with guidance on account-related questions.
• Conduct periodic analysis to ensure plan funding solutions are meeting the clients' objectives.
• Design complex Executive Benefits structures tailored to meet institutional client needs.
• Compliance and Regulatory Expertise
• Conduct benchmarking due diligence to ensure clients' plans are competitive and meet industry standards.
• Coordinate RFP fulfillment, demonstrating OneDigital's capabilities and value proposition.
• Stay informed of industry trends and regulatory changes to ensure client plan compliance.
• Provide ongoing consultation regarding plan needs, potential changes, amendments, and recommend adjustments when necessary.
• Collaborate with Plan Administration Specialists to explain plan requirements and propose strategies for plan compliance.
• Facilitate best practices training, ensuring clients understand their responsibilities and best practices.
• Offer regulatory and legislative consulting, keeping clients informed of relevant updates that may impact their plans.

Qualifications, skills, and requirements:

• Proven track record of exceeding sales goals.
• Strong understanding of 409A regulations, industry best practices, and funding solutions.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work and make decisions independently.
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
• Demonstrated discipline maintaining sales pipeline information in a CRM, Salesforce preferred.
• Proven success with multi-tasking and managing priorities effectively.
• Ability to adapt to a rapidly changing business and technology environment.
• Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.
• Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
• Regular and predictable attendance is required.
• Business travel up to 25%.

Education, Training and Experience:

• Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in Executive Benefits sales.
• 2+ years of Executive Benefits related experience required.
• 2 – 5 years of industry related sales experience preferred.
• Registration with a Broker Dealer required.
• Securities license Series 6 and 63 required.
• Life & Variable Life insurance licenses required.
• NQPA Certification required within first year of employment.

OneDigital is an equal opportunity employer. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.