Benefits Consultant; Producer

As an Employee Benefits Consultant, you will play a key role in helping employers design and implement benefits strategies that support their employees while driving growth for the agency. This position combines business development, strategic consulting, and long-term relationship management, allowing you to make a meaningful impact on both client success and organizational growth.

Working through The Olson Group's Benefits Edge™ platform, you will partner with employers to assess their benefits programs, identify opportunities for improvement, and develop tailored solutions that align with their business objectives. You will serve as a trusted advisor throughout the sales and onboarding process, helping organizations navigate complex benefits decisions while cultivating long-lasting client relationships.

• Develop new business opportunities through networking, prospecting, speaking engagements, trade shows, referrals, and strategic outreach activities.
• Build strong relationships with prospective and existing clients by understanding their business goals, workforce challenges, and employee benefits objectives.
• Conduct discovery meetings and utilize Benefits Edge™ tools and Score Cards™ to assess client needs and identify opportunities for strategic improvement.
• Develop customized Strategic Benefits Plans and Benefits Edge™ outputs that deliver meaningful value and actionable recommendations.
• Lead client presentations, benefits strategy discussions, and consensus-building conversations that support organizational decision-making.
• Partner with account management teams to ensure a seamless transition from prospect to client and support long-term client success.
• Maintain accurate records and pipeline activity within Salesforce to support reporting, forecasting, and relationship management efforts.

• You are a consultative relationship builder who enjoys connecting with business leaders and helping organizations solve complex benefits challenges.
• You are proactive and self-motivated, consistently seeking opportunities to expand your network and generate new business.
• You excel at asking thoughtful questions, uncovering client needs, and developing tailored solutions that create value.
• You communicate confidently with executive leaders and can present complex benefits concepts in a clear and compelling manner.
• You are highly organized and capable of managing multiple client relationships, projects, and priorities simultaneously.
• You thrive in a collaborative environment and enjoy working alongside internal teams to deliver exceptional client experiences.
• You maintain professionalism, integrity, and confidentiality when handling sensitive client and employee information.

• Associate Degree in Business Administration, Human Resources, Marketing, or a related field
• 5+ years of experience in sales, consulting, or a related role, preferably within employee benefits or the insurance industry
• Active Life & Health Insurance License
• Strong understanding of employee benefits programs, compliance requirements, market trends, and industry best practices
• Experience building and maintaining long-term client relationships and delivering customized insurance or benefits solutions
• Excellent verbal and written communication skills
• Proficiency with Salesforce, CRM systems, Microsoft Office Suite, and related business applications
• Strong project management, organizational, and critical thinking abilities
• Commitment to maintaining confidentiality and professional ethical standards

• Bachelor's Degree in Business Administration, Human Resources, Marketing, or a related field
• Registered Employee Benefits Consultant (REBC) designation
• Experience presenting at…