Client Executive, Health & Benefits Growth

OneDigital Investment Advisors LLC; Northern (KY); Hybrid; USD 140,000 - 280,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Retirement benefits

Learning & development programs

Job summary

OneDigital is looking for a Client Executive to drive strategic new business and retention across marketing, client management and service teams. You will identify, educate, and close opportunities while coordinating with account managers and vendors.

The role demands senior communication, leadership, and CRM/Excel proficiency, plus a Life and Health license. It offers substantial earning potential and comprehensive benefits.

Qualifications

• Excellent verbal and written communication; ability to influence C-suite.
• Ability to work with clients at a senior strategic level.
• Strong leadership skills.
• Must be self-motivated and disciplined; thrive in fast-paced environments.
• Experience selling to C-suite; Life and health license required; Excel and CRM proficiency.

Responsibilities

• Identify, prospect, and close new business to meet revenue goals.
• Collaborate with Marketing to nurture prospects.
• Build relationships with clients and vendors.
• Manage sales pipeline using Microsoft CRM.
• Educate prospects on trends, compliance, products, and value proposition.
• Oversee client wellness programs and pre-renewal strategies.
• Negotiate client contracts with carriers.
• Ensure HIPAA/ERISA compliance awareness.

Skills

Verbal communication

Written communication

C-suite engagement

Leadership

CRM experience

Microsoft Excel

Detail-oriented

Organization

Strategic selling

Self-motivated

Education

Life and health insurance license

Bachelor’s Degree preferred

Tools

Microsoft CRM

CRM software

Microsoft Excel

Job description

OneDigital is looking for a Client Executive to drive strategic new business and retention across marketing, client management and service teams. You will identify, educate, and close opportunities while coordinating with account managers and vendors.

The role demands senior communication, leadership, and CRM/Excel proficiency, plus a Life and Health license. It offers substantial earning potential and comprehensive benefits.