Consultant
3 months ago
Overview
Are you ready to make a significant impact in the world of healthcare and employee benefits? At Gallagher Benefits Services, we're looking for a dedicated and experienced professional to join our team in a B2B, non-regulated role where you can thrive and excel. If you are passionate about providing top-quality advice, fostering lasting client relationships, and exceeding expectations, we want to hear from you About the Role: As Employee Benefits Consultant, you'll play a pivotal role in maintaining and enhancing our portfolio of corporate clients. Your primary focus will be on delivering high-quality advice and consultancy within an agreed budget. We are committed to achieving client retention and expanding our service offerings while consistently exceeding internal and external client expectations. How you'll make an impact Client-Centric Ownership: Anticipate and respond to the ongoing and future needs of clients. Ensure consistent delivery of outstanding service. Actively contribute to the development and management of our corporate objectives in Employee Benefits. Technical Expertise: Demonstrate extensive and up-to-date technical knowledge in employee benefits. Provide expert advice to clients within the designated Permitted Areas of Activity. Relationship Building: Build and nurture strong relationships with both new and existing corporate clients. Become the trusted adviser clients rely on. Internal and External Collaboration: Develop effective relationships both within and outside the organization to deliver efficient and professional services. Manage client expectations in line with service agreements. Reporting and Strategy: Prepare and deliver detailed client reports. Lead the renewal strategy for existing clients and negotiate renewals. Mentorship and Development: Collaborate with Associate Consultants and team members as directed by management. Contribute to their growth and development. Revenue Growth: Exceed revenue targets through client retention and the development of new lines of cover. Identify opportunities for cross-selling, referrals, and leveraging our internal network. Profitability and Pricing: Ensure all clients are profitable and serviced according to agreed pricing. Prepare and negotiate service/fee proposals within approved protocols. Budget Management: Monitor income to achieve budget goals. Identify potential unprofitable clients and collaborate with management on necessary actions. Compliance and Governance: Adhere to engagement and re-engagement procedures. Maintain compliance with internal policies, applicable laws, and regulatory requirements About you Essential: Evidence of Continuing Professional Development (CPD) as required to maintain and enhance knowledge and skills Desirable: QCF Level 4 (Diploma level PFS or PMI) qualification Technical Knowledge and Understanding: Extensive and up to date technical knowledge of employee benefits consultancy (eg Corporate DC Pensions / Group Risk / Healthcare) through appropriate industry exams and CPD, including products, markets, the required regulatory standards and their relevance to corporate clients Keep up to date with key developments, industry/market changes and regulations IT literate – Microsoft Office (Excel, Word, Powerpoint) and relevant internal systems/databases Ensures that individually and as a firm we “Treat Customers Fairly” 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 Confident presentation skills, both internally and externally Ability to negotiate effectively with Corporate clients at Board level (MD/FDs) and senior people in external organisations Excellent organisation skills, with ability to work to tight deadlines and manage multiple tasks Ability to work under pressure, solve problems and develop workable solutions High level of accuracy and attention to detail in all areas of work, including ability to produce high standards of documentation Proven project management capability and experience Able to deal with change in a positive way Eligibility requirements Eligible to work in the UK Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we’ll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more…-
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