Executive Benefits Consultant

ALM First Company; Dallas (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

Join a rapidly expanding team as an Executive Benefits Consultant, where you will play a pivotal role in driving business growth through innovative executive benefit programs. This engaging position involves building relationships with financial institutions and other sectors, providing tailored solutions, and offering education on Supplemental Executive Retirement Plans (SERPs). You will collaborate with internal teams, consult with C-Suite executives, and represent the firm at industry events, all while contributing to a mission of exceptional service and financial inclusion. If you are a dynamic sales professional with a passion for client relations and a drive to succeed, this opportunity awaits you!

Qualifications

• 3-5+ years of B2B sales experience targeting C-Suite executives.
• Strong understanding of finance, banking, and capital markets.
• Life Insurance License required; CLU is a plus.

Responsibilities

• Develop and manage relationships with organizations across various industries.
• Generate leads through networking and prospecting.
• Conduct client education sessions and represent the company at events.

Skills

B2B Sales Experience

Strategic Sales Planning

Client Education

Networking

Consultative Guidance

Understanding of Finance

Cold Calling

Presentation Skills

Education

Life Insurance License

Chartered Life Underwriter (CLU)

Tools

CRM Software

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Job Summary:
As part of ALM First’s rapidly expanding Executive Benefits Solutions team, the Executive Benefits Consultant role is essential to the firm’s growth, driven by the success of its innovative programs for credit union, banking, university, and healthcare executives. The Executive Benefits Consultant is responsible for building and maintaining relationships with financial institutions and other industries while providing education and tailored solutions for executive benefit programs such as Supplemental Executive Retirement Plans (SERPs). This position supports ALM First’s mission of delivering exceptional service and driving business growth by expanding its presence within the financial services sector and broadening into new market sectors, including healthcare and higher education.

This role involves generating new business, consulting on plan design, and supporting clients with a high level of professionalism and expertise. By collaborating with internal teams, educating leaders, and building relationships, the consultant will play a critical role in the growth and success of ALM First’s Executive Benefits team.

Responsibilities:
Responsible for new business, client relations, and providing education to organizations about Supplemental Executive Retirement Plans (SERPs).

Roles include but are not limited to:

1. Develop and manage relationships with organizations across financial institutions, healthcare, higher education, and other industries, engaging with C-Suite executives, board members, and other decision-makers.
2. Provide consultative guidance to clients on executive benefit solutions, tailoring programs to meet each organization's unique needs.
3. Generate leads through networking, prospecting, and leveraging personal and professional connections across multiple industries.
4. Conduct client education sessions via webinars, on-site meetings, and virtual platforms.
5. Collaborate with the marketing team to align efforts and implement effective strategies.
6. Represent ALM First at conferences and other events to build brand awareness, establish industry connections, and generate new business opportunities.
7. Manage sales goals through strategic planning, execution, and ongoing performance evaluation.
8. Utilize CRM software to manage sales pipelines, client data, and communication records.
9. Prepare and deliver client-ready presentations on executive benefit plan designs and recommendations.

Qualifications:

1. 3-5+ years of B2B sales experience, preferably targeting C-Suite executives from credit union and banking, higher education, and healthcare executives.
2. Experience selling to C-Suite executives, board members, and decision-makers in financial institutions, healthcare, or higher education.
3. Demonstrated success in strategic sales planning and execution.
4. Proven track record in external business development, including cold-calling.
5. Experience conducting product training and demonstrations.
6. Strong understanding of finance, banking, capital markets, lending, or treasury functions.
7. Working knowledge of consulting executive benefits.
8. Proficiency in Microsoft Word, Excel, PowerPoint, and CRM software.
9. Life Insurance License required; Chartered Life Underwriter (CLU) a plus.
10. Willingness to travel up to 50% and work a flexible schedule.

Language Skills:
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, and team members.

ALM FIRST STATEMENT ON DIVERSITY & INCLUSION
ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our commitment to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at how we can improve our own policies and practices to encourage diversity through the use of our designated committee.