Pensions Consultant
6 days ago
**About Us**
Gallagher Benefits Services (GBS) is part of Gallagher, one of the World's leading insurance, risk management and consulting companies. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customised solutions that will protect them and fuel their futures.
GBS are a leading, full-lifecycle employee benefit consultancy, trusted by employers of all kinds to help them build a better workplace. As a member of our Reward & Benefits Consulting team, you’ll help our clients - employers of all sizes, across all industries - build better workplaces, positively impacting the lives of thousands of employees every day.
**Your Role**
This is a non-regulated, B2B, corporate pension and employee benefits role, with a **salary up to £60,000** (depending on experience). Utilising your wealth of experience, you’ll maintain and develop a portfolio of new and existing corporate clients. You’ll provide high quality advice and consultancy, while identifying and developing new business opportunities.
You’ll be responsible for client account ownership, anticipating and promptly responding to their on-going and future needs and objectives.
If you’re passionate about meeting and exceeding client expectations and ensuring the consistent delivery of outstanding service, we’d love for you to join our team. In return for your dedication, we'll support you in developing your strengths and career aspirations.
**Key Responsibilities**:
- Demonstrating extensive and up to date technical employee benefits knowledge at all times, advising clients as required within the designated Permitted Areas of Activity as confirmed by line management/Compliance
- Actively contributing towards the development and management of the Employee Benefits corporate objectives
- Developing effective internal and external relationships to assist in providing an efficient professional service to clients in line with service agreements and manage their expectations on work being undertaken
- Achieving and exceeding revenue targets, through retention of existing clients and new business generation
- Ensuring the profitable growth of the business by identifying and proactively developing and securing additional revenue from existing clients and new client relationships through cross selling initiatives, referrals, professional connections and leveraging AJG’s internal network
- Proactively identifying other new business opportunities for both Wealth Management Advisers and General Insurance broking colleagues within the AJG Group
- Taking overall responsibility to ensure all clients are profitable, serviced on the agreed standard / bespoke pricing basis, and fee invoicing process is undertaken in a timely manner
- Monitoring income to ensure budget achieved and financial control over Consultant portfolio and client budgets
- Ensuring adherence to the firm’s engagement and re-engagement procedures, with suitable protections in place
**Technical knowledge and understanding**
- Extensive and up to date technical knowledge of employee benefits consultancy (e.g. Corporate DC Pensions / Group Risk / Healthcare) and proficiency in Microsoft Office suite.
- Awareness of the regulatory requirements in respect of ‘advised’ and ‘non-advised’ sales, and in particular evidencing the standards and knowledge required in respect of giving advice and making recommendations to customers
**Experience**
- Demonstrable experience within similar role in Financial Services
- Demonstrable record of high sales success, with ability to manage and develop compliant business from new and existing clients in the corporate client arena
- Service and sales orientated: outstanding customer service, translates client needs into engagements, demonstrates commerciality in their actions, established network of clients internally and externally, developing and maintaining strong relationships
- Strong verbal and written communication/presentation skills at all levels, both internally and externally
- Ability to work under pressure, solve problems and develop workable solutions
- Proven project management capability and experience
**What we offer you**:
We want Gallagher to be the organisation that all our people are proud to be a part of and where everyone can call themselves one of our team. Where our culture is embracing of difference, where you can be the best and, perhaps most importantly, be yourself.
We are all different in some way. If we were all the same, and all thought the same, we would be vulnerable as a group. By welcoming and encouraging diverse opinions and backgrounds within our organisation, we will have a healthier, more innovative and ultimately more profitable business.
**About Us**:
Gallagher is a global leader in insurance, risk management and consulting
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