Area Vice President, Retirement Consulting

Gallagher•Irvine, CA

About The Position

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Retirement Plan Consulting producers at Gallagher are dedicated to driving new business growth by acquiring new clients and expanding our market presence. This role requires a proactive approach to sales, focusing on qualified retirement plan business. Success in this position involves building a robust pipeline, striving to close deal while also finding additional opportunities through the Financial Business Line and developing a personal brand aligned with Gallagher’s high-achieving, collaborative, and innovative culture. We are hiring nationally, and successful candidates must be located in Southern California, Salt Lake City, or Phoenix. What You Can Expect: Dynamic Sales Environment: Producers for Gallagher Benefit Services are constantly enriching their knowledge of the complex and ever-changing world of retirement plan consulting and financial wellbeing. Expect to be challenged. Strategic Resources: Leverage Gallagher’s resources to strategically approach the market, develop, and execute a plan to achieve weekly sales goals. Expect to have resources to meet your targets. Marketing Presence: Utilize innovative marketing campaigns to enhance outreach to prospects and clients, ensuring a strong presence in the marketplace. Collaborative Expertise: Partner with Gallagher’s experts across various specialties to enhance your knowledge and win business. Expect to serve your clients effectively. Career Advancement: As you build your book of business, Gallagher will continue to present you with opportunities for career growth and financial rewards for successful sales performance. Consultative Sales Approach: Act as a consultant on your book of business, with account management support to maintain and grow your client base.

Requirements

Bachelor's degree, 3-years related experience, and appropriate licensing required OR Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate licensing required OR High School Diploma/GED and 6 years’ experience.
Licensing: Series 65
Act independently with minimal direction.
Strong communication and interpersonal skills.

Nice To Haves

Professional designation may be preferred.

Responsibilities

Act as an entrepreneur developing a book of business from a network of your own contacts typically in a particular vertical niche or employer size.
Build and maintain a network of internal and external contacts to help generate leads and referrals.
Establish and maintain a new business pipeline of qualified leads exceeding five times goal.
Weekly, ensure all tracked pipeline information is current and reflects actual activity and stage in the sales process.
Prioritize tasks and manage your time efficiently, enabling you to handle multiple prospect and client simultaneously.
Embrace resilience and persistence to maintain motivation and focus, transforming challenges and setbacks into opportunities for growth and success.
Conduct client discovery with confidence, engaging with business owners and key stakeholders to understand their needs and provide tailored solutions.
Capably consult clients on an independent basis and recognize opportunities to bring in other subject matter experts as needed.
Schedule regular check-ins with the Client Service team to stay informed about account status and strategize on expanding accounts.
Take responsibility for scheduling internal client account review meetings, ensuring timely and thorough completion of prescribed process to ensure client retention, always thinking creatively about next steps needed to expand the account.
Include executive sponsors as appropriate.
Semi-annually or as often as necessary, brief the Regional Sales Leader and the Area President/Area EVP as to the status of all key accounts.
Within 30 days, identify an internal network of supportive figures (Producer peers, Consultants, Leaders, etc.) to be relied upon for guidance and advice.
Set informal meetings with these individuals as needed.
Within 60 days of completing Our Value Proposition training, be able to introduce the concept of Organizational & Financial Wellbeing and apply its value to prospects and clients, with the goal of providing introductions to other relevant Gallagher SMEs.
Within six months, identify a Gallagher Global Broking (GGB P&C) Producer or Producers to partner with, starting with identifying opportunities and providing warm introductions for that Producer among your GBS clients and requesting reciprocal introductions to GGB clients.
Identify one or more divisional initiatives of personal interest to participate in within the first 12 months.
Measure growth of your personal brand within Gallagher by the scope and breadth of the projects you participate in.
Know your competition.
Provide information as to wins/losses you are aware of in the market and always schedule post-presentation reviews that include all Gallagher participants.
Regularly solicit feedback on your performance in client-facing and internal colleague-facing settings.
At prospecting, proposal, and account management stages, provide training through partnership with junior team members.
Highlight complex client strategy and technical analysis as well as emphasis on client value, compliance and ethical conduct.
Speak up regarding succession opportunities of interest.
Provide guidance to leaders who seek to ensure your career progresses in the most rewarding manner possible.

Benefits

Competitive and comprehensive compensation package.
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
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