Area Vice President, Retirement Consulting

Gallagher•Pittsburgh, PA

About The Position

At Gallagher Benefit Services, you are a trusted partner to organizations navigating important people decisions, helping clients build better workplaces where people feel supported, empowered, and inspired to thrive. This involves shaping benefit strategies, designing wellbeing programs, and advising on workforce challenges to create meaningful change for businesses and their employees. The company fosters a community of bold explorers, trusted experts, and compassionate partners who collaborate to solve problems and shape the future of work, encouraging curiosity and allowing ideas to grow. The role of a Producer involves understanding client organizations' needs and challenges, leveraging Gallagher's Better Works Organizational Wellbeing value proposition and broader cross-divisional capabilities. Success requires building, retaining, and expanding a book of business while developing a personal brand consistent with Gallagher’s high-achieving, collaborative, and innovative culture. Producers are expected to continuously enrich their knowledge of employee benefits and organizational wellbeing, utilizing an analytics platform for strategic market approach and execution of sales goals. Marketing campaigns support outreach to prospects and clients. Through Gallagher Better Works, Producers partner with experts in various specialty areas like Pharmacy, Voluntary Benefits, Retirement Services, and Human Resources Consulting to grow knowledge and win business. As the book of business grows, Gallagher provides career advancement opportunities and account management support to ensure an annual book growth rate of 10 to 20%.

Requirements

Bachelor's degree, 1 year related experience, and appropriate insurance licensing required OR Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required OR High School Diploma/GED and 6 years experience.
Act independently with minimal direction.
Strong communication and interpersonal skills.

Nice To Haves

Professional designation may be preferred, including CEBS, CPCU, CIC or ARM.

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.
Establish and maintain a new business pipeline of qualified leads exceeding four times goal.
Weekly, ensure all tracked pipeline information is current and reflects actual activity and stage in the sales process.
Have the ability to conduct client discovery with confidence in the presence of CEO’s, CFO’s, CHRO’s and other key stakeholders.
Capably consult clients on an independent basis and recognize opportunities to bring in other SMEs.
As clients are brought in to the firm, schedule check-ins and briefings monthly with the Client Service team to keep abreast of account status, providing leadership as to strategy, communications and problem-solving.
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 Gallagher Better Works training, be able to introduce the concept of Organizational 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.
Within six months, gain introductions to division level resource leaders across the breadth of the Gallagher Better Works model.
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

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