Senior Client Executive, Group Benefits & Growth (Equity)

Oswald Financial, Inc.; Akron (OH); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonuses

Comprehensive health benefits

Paid volunteer time

Retirement and profit-sharing plans

Job summary

A leading financial services firm in Ohio is seeking a Client Executive to manage and grow client accounts valued between $750K and $2M. This role requires collaboration with internal teams and oversight of client deliverables. The ideal candidate will have strong sales aptitude, excellent relationship-building skills, and at least 5 years in the industry. A Life, Health & Accident License is required. This position offers a supportive environment, growth opportunities, and a comprehensive benefits package.

Qualifications

• 5-10 years of industry knowledge including experience in medical benefits.
• Ability to work independently with little oversight.
• Understanding of self-funding and different carrier solutions.

Responsibilities

• Retain existing business and grow assigned accounts.
• Collaborate with internal resources to meet client needs.
• Direct new client onboarding process.

Skills

Strong sales aptitude

Relationship building

Project management skills

Strong communication skills

Technical skills

Self-starter

Education

College degree preferred

Life, Health & Accident License

Job description

A leading financial services firm in Ohio is seeking a Client Executive to manage and grow client accounts valued between $750K and $2M. This role requires collaboration with internal teams and oversight of client deliverables. The ideal candidate will have strong sales aptitude, excellent relationship-building skills, and at least 5 years in the industry. A Life, Health & Accident License is required. This position offers a supportive environment, growth opportunities, and a comprehensive benefits package.