Financial Consultant

Bridge Specialty Group • Denver, CO

10d • $100,000 - $100,000

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Financial Consultant to join our growing team in Denver, CO! The Financial Consultant will play a critical role in guiding clients through plan design, funding strategies, and vendor negotiations to deliver cost-effective, high-performing benefit programs.

Requirements

• Valid Producer license in good standing, within 90 days of hire
• Bachelor’s degree in Business, Finance, or related field (or equivalent experience)
• Experience in employee benefits consulting or financial analysis
• Strong understanding of self-funded and fully insured funding models
• Proven ability to manage complex, multi-site clients with diverse benefit needs
• Excellent analytical, communication, and negotiation skills
• Strategic thinker with a client-first mindset
• Comfortable navigating complex financial data and translating it into actionable insights
• Collaborative team player who thrives in a fast-paced, service-oriented environment
• Integrity-driven approach to vendor and client relationships

Nice To Haves

• Experience with collective bargaining units and multi-plan environments (preferred)

Responsibilities

• Build and maintain strong relationships with clients, including executive-level contacts
• Lead strategic planning discussions to align benefit programs with organizational goals
• Provide financial and analytical support to producers and attend prospect meetings
• Conduct detailed financial analysis, budgeting, and benefit modeling
• Monitor and transition clients between funding arrangements (fully insured, level-funded, ASO)
• Analyze carrier underwriting guidelines and claims data to inform renewal strategy
• Develop and implement plan design strategies across medical, pharmacy, dental, vision, life, disability, and leave benefits
• Manage renewals and vendor marketing, including stop loss and PBM negotiations
• Evaluate and implement Third Party Administrators (TPAs) and Pharmacy Benefit Managers (PBMs)
• Assist clients with compliance concerns, including ERISA wrap documents and 5500 filings
• Support internal teams with cross-coverage and contribute to a collaborative service model
• Resolve day-to-day service issues and ensure smooth client operations

Benefits

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level