Executive Benefits Consultant

DDJ Myers, Ltd; United States; Remote; USD 80,000 - 120,000; Full time

Job summary

Join a high-growth team as an Executive Benefits Consultant at a leading financial advisory firm. This role focuses on building strategic relationships with top executives to offer customized executive benefits solutions while driving significant business growth in a collaborative environment. Requirements include a strong sales background, consultative skills, and relevant financial credentials.

Benefits

Collaborative, fast-paced environment

Opportunities for network expansion

Flexible remote work options

Qualifications

• 3-5+ years of B2B sales experience, preferably in financial services.
• Strong track record of consultative sales with executives.
• Willingness to travel up to 50%.

Responsibilities

• Engage with industry leaders to provide guidance on executive benefits.
• Shape leadership teams and expand client relationships.
• Deliver tailored financial strategies for organizational success.

Skills

B2B sales experience

Consultative sales

Business development

Lead generation

Relationship building

Confidence in presenting

Education

Life Insurance License

Certified Financial Planner (CFP)

CLU designation

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

CRM software

Job description

Are you a strategic relationship-builder who thrives on engaging top leaders and driving business growth? ALM First is looking for a dynamic Executive Benefits Consultant to join its expanding team and help organizations attract and retain top leadership talent through customized benefit solutions. This role goes beyond sales! It’s about building meaningful partnerships, advising top executives, and delivering tailored financial strategies that drive business success.

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’ll engage directly with industry leaders, providing consultative guidance on executive benefits and compensation strategies. You’ll play a key role in shaping leadership teams, expanding client relationships, and making a meaningful impact on the organizations you serve.

What You Bring

• 3-5+ years of B2B sales experience, preferably working with financial institutions, credit unions, banking, healthcare, or higher education.
• A strong track record of consultative sales, engaging executives and board members.
• Experience in business development, lead generation, and strategic sales planning (cold-calling included).
• A background in finance, capital markets, lending, or executive compensation is a plus.
• Confidence in presenting and building relationships.
• Proficiency in Microsoft Word, Excel, PowerPoint, and CRM software.
• A Life Insurance License is required; (CLU designation is a plus).
• Certified Financial Planner (CFP) certification is a plus.
• Willingness to travel up to 50% and keep a flexible schedule.

Why ALM First?
At ALM First, you’ll be joining a high-growth, innovative team where your ideas matter and your work has a direct impact. We offer:

• A collaborative, fast-paced environment where you’ll have the support to succeed.
• Opportunities to grow and expand your network in the financial services and executive benefits space.
• The ability to work remotely from anywhere in the U.S. (travel required).

If you’re passionate about building relationships, influencing decision-makers, and driving growth, this is an opportunity to take your career to the next level.

ABOUT ALM FIRST COMPANY

ALM First is a leading, trusted strategic partner for depository institutions, offering an array of financial advisory services. Since 1995, our expertise in asset liability management, fixed-income portfolio management, and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $70 billion of investments under management (as of September 30, 2024). ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions nationwide. Please learn more about us at www.almfirst.com .

ABOUT DDJ MYERS, an ALM First Company

DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com .