Executive Benefits Solutions Consultant

OneDigital; Overland Park (KS); On-site; USD 95,000 - 160,000; Full time

Job summary

OneDigital seeks an Executive Benefits Sales and Relationship Leader to design, price, and implement executive benefits programs for clients while growing a robust book of business.

You will analyze client needs, craft plan structures, and communicate the value of OneDigital’s solutions to stakeholders, collaborating with service teams to ensure exceptional client service and retention.

Qualifications

• Proven track record of exceeding sales goals.
• Strong understanding of 409A regulations, industry best practices, and funding solutions.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work and make decisions independently.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
• Demonstrated discipline maintaining sales pipeline information in a CRM, Salesforce preferred.
• Proven success with multi-tasking and managing priorities effectively.
• Ability to adapt to a rapidly changing business and technology environment.
• Must be able to maintain confidentiality of highly sensitive client information,including personnel and financial data.
• Regular and predictable attendance is required. Travel up to 25%.

Responsibilities

• Executive Benefits Sales and Business Development: develop a robust sales pipeline and close deals.
• Client Relationship Management: nurture sponsor relationships and align goals.
• Plan Design Consulting: present plan options and funding solutions.
• Compliance and Regulatory Expertise: monitor regulatory changes and advise clients.

Skills

Sales goals attainment

Understanding of 409A regs

Communication & presentation

Independent decision making

CRM discipline

Time management

Adaptability to change

Confidentiality

Travel readiness

Education

Bachelor's degree in Business/ Economies/ Finance or related field

2+ years in executive benefits sales

2–5 years in industry sales

Broker Dealer registration

Series 6 and 63 licenses

Life & Variable Life licenses

NQPA Certification within first year

Tools

Salesforce

MS Office (Word, Excel, PowerPoint)

Job description

OneDigital seeks an Executive Benefits Sales and Relationship Leader to design, price, and implement executive benefits programs for clients while growing a robust book of business.

You will analyze client needs, craft plan structures, and communicate the value of OneDigital’s solutions to stakeholders, collaborating with service teams to ensure exceptional client service and retention.