Employee Benefits Consultant (Producer)

About the role

The Olson Group, located in Omaha, Nebraska, is an employee benefits consulting firm with an emphasis in retirement planning and group insurance plans. Since its inception in 2003, The Olson Group has continued to provide outstanding customer service and retain 90% of its customers for more than 15 years.

Professional Responsibilities

• Develop and maintain strong relationships with prospects and clients.
• Challenge the status quo by displacing existing relationships and introducing The Olson Group as their trust benefits consultant.
• Conduct thorough research, initiate phone calls, emails, and participate in speaking engagements, tradeshows, and other activities to identify and engage potential clients.
• Identify key stakeholders and set strategic meetings with prospects to understand their needs and challenges.
• Travel as needed to meet with prospects and clients, providing strategic guidance and solutions.
• Take detailed notes during meetings, asking open-ended and indirect questions to gather essential information.
• Create BenefitsEdgeTM outputs and Strategic Benefits Plans tailored to the unique needs of each client.
• Conduct meetings with clients to present benefits plans, discuss output, and build consensus for change.
• Complete necessary paperwork for consultant of record changes, when required.
• Introduce clients to the assigned account management team, ensuring a smooth transition.
• Maintain regular contact with clients and account management teams, offering assistance and support as needed.
• Uphold an executive presence with prospects and clients to instill confidence and trust in The Olson Group’s services.
• Enter and update relevant data in Salesforce, keeping detailed and accurate records.
• Present at conferences, attend as a business partner, and actively engage with potential clients.
• Assist at Open Enrollment meetings and client review sessions as required.

Qualifications and Requirements

• 5 or more years of relevant experience in sales or consulting, preferably in the employee benefits or insurance industry.
• Associate Degree in Business Administration, Human Resources, Marketing, or a similar field.
• Nebraska Life and Health Insurance License.
• Nebraska Life and Health Insurance Consultant License.
• Preferred: Bachelor’s Degree in Business Administration, Human Resources, Marketing, or a similar field.
• Preferred: Registered Employee Benefits Consultant (REBC) certification.
• Strong understanding of employee benefits, including knowledge of various benefit types, compliance with relevant regulations, and awareness of emerging trends and best practices.
• Excellent written and verbal communication skills to effectively convey information clearly and transparently.
• Familiarity and proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication.
• Experience in building and maintaining strong client relationships, understanding clients’ unique needs, and providing customized insurance solutions.
• Detailed-oriented and organized with excellent project management abilities.
• Strong critical thinking skills to analyze complex scenarios and develop solutions for clients.
• Commitment to staying updated on industry trends, regulations, and best practices.
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.