Financial Consultant

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

• Primary focus of the role includes:

  • Providing guidance and assistance to account teams and clients using financial decision-making tools.
  • Conducting client-facing meetings when appropriate.
  • Speaking effectively on behalf of the underwriting team regarding core services.

• Key responsibilities:

  • Analyzing data from carriers on clients and providing recommendations to account management teams or clients to effectively negotiate rates and funding levels.
  • Evaluating and presenting monthly, quarterly, and annual reports that measure client financial status, track expenses by product line, renewal projections, funding levels, and rates to account management teams and clients when necessary.
  • Evaluating, assigning, monitoring, and conducting peer reviews of reports generated by underwriting team subordinates.

• Assisting in the preparation of presentations, campaigns, communication materials, newsletters, etc., for internal staff and clients/prospects regarding underwriting policies and scope of services.

• Acting as a resource regarding industry trends and technologies for:

  • Account service and consulting.
  • New sales.
  • Additional sales to existing clients.

• Required:

  • Bachelor's degree.
  • 3 years of experience in the employee benefits field in an underwriting capacity.
  • Working knowledge of Microsoft Windows applications and Microsoft Office.

• Preferred:

  • Advanced Excel skills.
  • Math or Finance degree.

• Behaviors:

  • Detail-oriented with strong analytical skills.
  • Good communication and interpersonal skills.
  • Ability to multi-task to meet deadlines with quality and accurate deliverables.
  • Maintain favorable relationships with clients, vendors, and office staff.

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more...

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.