Executive Benefits Consultant

DDJ Myers, Ltd; United States; Remote; USD 60,000 - 100,000; Full time

Job summary

An innovative company is seeking a motivated Executive Benefits Consultant to drive client success through tailored benefit solutions. This role involves building relationships with financial institutions and educating leaders on Supplemental Executive Retirement Plans (SERPs). You will thrive in a collaborative environment, generating leads and exceeding sales goals. If you have a passion for consultative sales and a strong finance background, this is your opportunity to make a meaningful impact in a growing team. Join a forward-thinking organization where your contributions will shape the future of executive benefits.

Qualifications

• 3-5+ years of B2B sales experience targeting C-Suite executives.
• Strong understanding of finance and banking functions.

Responsibilities

• Consult with clients to deliver tailored executive benefit solutions.
• Generate leads through prospecting and personal networks.

Skills

B2B Sales

Consultative Sales

Strategic Sales Planning

External Business Development

Product Training

Finance Knowledge

CRM Software Proficiency

Life Insurance License

Chartered Life Underwriter (CLU)

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Are you a relationship-builder with a talent for solving challenges and creating meaningful connections? ALM First is seeking a motivated and results-driven Executive Benefits Consultant to join its expanding team, helping clients achieve their goals through innovative benefit plans and customized financial strategies.

With a goal of delivering client-focused executive benefits programs for credit unions, not-for-profits, and banking industry leaders, ALM First is now expanding into additional industries to bring its expertise to a broader audience. This is a unique opportunity to thrive in a collaborative, fast-paced environment where your skills and ideas will have a meaningful impact on a forward-thinking organization’s growth.

As an Executive Benefits Consultant, you will play a vital role in building relationships with financial institutions and educating leaders on Supplemental Executive Retirement Plans (SERPs) while promoting the ALM First brand. Key responsibilities include:

1. Consult with clients to deliver tailored executive benefit solutions while providing exceptional customer service.
2. Generating leads through prospecting and personal networks.
3. Educating clients through webinars, on-site meetings, and virtual sessions.
4. Collaborating with marketing to align sales efforts.
5. Attending conferences and other lead-generating events.
6. Meeting or exceeding sales goals through strategic planning and execution.

The ideal candidate has a proven track record in plan design, consultative sales, a passion for achieving results, and the drive to contribute to the success of a growing team. This is your chance to be part of an innovative company that values collaboration, creativity, and excellence.

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.

Candidates can work remotely anywhere in the United States. Travel will be required.