Client Retirement Consultant - Gallagher

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

Specializing in providing consulting services to assigned client accounts and is responsible for the day-to-day account management for accounts of low to moderate complexity. Builds, expands, and solidifies relationships with existing clients at all levels within the company. Has retention goals for assigned group of accounts. Assess and prioritizes client needs in a timely manner. Identifies and helps clients to focus on their most critical needs. Sets and communicates clear and realistic expectations. Reviews/approves all key client deliverables. Works closely with Sales to prepare and negotiate fee-based pricing of services and on the transition of the new clients post the completed sales process. Anticipates internal and/or external business challenges and/or regulatory issues; recommends process, product or service improvements. Collaborates and contributes to project teams to achieve milestones and objectives. Works with a large degree of autonomy under the instruction of more senior staff. Will support on key projects and may lead smaller projects.

Required: Bachelor's degree or equivalent from four-year College or technical school; or five years related experience and/or training; or equivalent combination of education and experience. 3 years related experience in professional services businesses. Excellent oral, written communication, organizational skills, negotiation and time management skills. Experience in defined contribution plan design, governance, compliance, and administration. Working knowledge of Microsoft Office Suite. Travel required (25%).

Preferred: Master's degree or professional certification preferred.

Behaviors: Use of sound jAudgment of all client interactions. Exhibits strong ability to anticipate needs and proactively seek to identify new opportunities. Ability to work under the pressure of deadlines. High degree of business technology awareness and its applications to workplace efficiencies. Ability to manage multiple priorities and deadlines. Effectively handle large, long-term projects as well as manage the details associated with everyday tasks.

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...

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

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.