to help build and lead the next phase of our employee benefits practice. This role is both
growth-oriented and client-facing
--focused on developing new business relationships while serving as a trusted advisor to an established portfolio of employer clients.
This is a high-impact opportunity for a consultant who wants to
shape strategy, drive growth, and influence the long-term direction of the firm
. The right individual will play a central role in expanding our benefits platform and, if successful, will become part of the firm's
leadership team
.
Key Responsibilities
Business Development & Growth
Develop and execute strategies to build new employer and referral relationships
Identify, pursue, and close new benefits consulting opportunities
Partner with firm leadership and other practice areas to drive cross-referrals
Represent the firm in the market through networking, industry events, and thought leadership
Client Management & Consulting
Serve as the primary advisor to an assigned group of employer clients
Design and deliver employee benefits strategies aligned with clients' business goals
Lead annual renewal planning, vendor negotiations, and cost-containment initiatives
Provide guidance on plan design, funding strategies, compliance, and employee engagement
Coordinate with internal service teams to ensure exceptional client experience
Practice & Leadership Development
Contribute to the strategic direction and build-out of the employee benefits practice
Help refine processes, service models, and value propositions
Mentor junior consultants and support team development as the practice grows
Participate in leadership planning and decision-making as the role expands
Qualifications
7+ years of experience in employee benefits consulting, brokerage, or advisory roles
Proven success in developing new business and managing long-term client relationships
Deep knowledge of group health, ancillary benefits, and employer-sponsored plans
Strong consultative skills with the ability to engage C-suite and HR leadership
Entrepreneurial mindset with interest in building and leading a growing practice
Excellent communication, presentation, and relationship-building skills
Preferred
Experience working in a multi-disciplinary advisory or wealth management firm
Prior leadership, mentoring, or team-building experience
What We Offer
Competitive compensation with performance-based incentives
Significant autonomy and influence in building a growing practice
Clear path to leadership for high performers
Collaborative, entrepreneurial culture focused on long-term client relationships
Opportunity to make a lasting impact on the firm's growth and direction
Job Types: Full-time, Permanent
Pay: 50,000.00-60,000.00 per year
Benefits:
Company pension
Financial planning services
Work Location: In person
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