Executive Benefits Producer
About The Position
Arthur J. Gallagher is seeking a dynamic and experienced Executive Benefits Producer to join our team. This role specializes in designing, selling, and managing executive benefit programs tailored to meet the needs of highly compensated employees and key executives within organizations. This includes but is not limited to non-qualified deferred compensation plans, supplemental executive retirement plans (SERPs), COLI, Executive DI, and other benefits funded through life insurance or other financial instruments. This role is both consultative and sales-driven, requiring expertise in executive compensation, tax strategies, and insurance solutions.
Requirements
- Bachelor’s degree in Business, Finance, Insurance, or a related field (advanced degree or certifications such as CLU, ChFC, or CFP preferred).
- Minimum of 5 years of experience in executive benefits, life insurance sales, or a related field.
- Life insurance license required.
- Series 6/7 is STRONGLY preferred.
- Deep understanding of executive benefit plans, strategies and life insurance products.
- Strong consultative sales skills with a proven track record of meeting or exceeding sales goals.
- Excellent communication and presentation skills, with the ability to explain complex concepts to diverse audiences.
- Ability to build and maintain long-term client relationships.
- Proficiency in financial modeling and plan design tools.
Nice To Haves
- advanced degree or certifications such as CLU, ChFC, or CFP
Responsibilities
- Identify and cultivate new business opportunities with corporate clients, focusing on executive benefit solutions addressing specific needs to retain and attract top talent within their respective organization and market.
- Build and maintain strong relationships with C-suite executives, HR leaders, and decision-makers.
- Serve as a trusted advisor to both clients and prospects.
- Collaborate with clients to design customized plans that align with their organizational goals and executive retention strategies.
- Work with our internal team of plan designers, underwriters, and service associates to ensure a seamless client experience.
- Work with carrier partners to obtain favorable underwriting and pricing for clients.
- Stay informed on industry trends, regulatory changes, and best practices related to executive benefits and life insurance products.
- Be seen as an expert in executive benefits solutions and their role within various industry verticals and markets.
- Develop and execute strategic sales plans to meet and exceed revenue targets.
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
