[Hiring] Executive Benefits Producer @Gallagher

Role Description

Gallagher’s Executive Benefits Practice consults with organizations on solutions to retain, motivate, and recruit the key leaders who drive the success of the organization. These solutions help bridge the retirement gap between an employer's traditional savings plans and the highly compensated employee's actual retirement income need. Both nonprofit and for-profit entities can take advantage of executive benefit solutions such as:

• Top Hat plans
• Split dollar plans
• Supplemental executive retirement plans (SERPs)
• Nonqualified deferred compensation
• Executive bonus plans
• Supplemental life insurance
• Supplemental disability insurance

The role of the Executive Benefits Producer is to work to understand prospect and client organizations’ needs and challenges. To serve their clients, Producers leverage the Proactive People Strategy value proposition along with the broader capabilities offered by Gallagher cross-divisionally. Success in this position requires building, retaining and expanding a book of business while developing one’s own personal brand consistent with Gallagher’s high-achieving, collaborative and innovative culture.

Qualifications

• Required: Bachelor's degree, 5 years related experience, and appropriate insurance licensing required (Life & Health and Series 6) OR Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required (Life & Health and Series 6) OR High School Diploma/GED and 6 years experience and appropriate insurance licensing required (Life & Health and Series 6)
• Preferred: Experience with Credit Unions or Law Firms highly valued
• Behaviors: Act independently with minimal direction. Strong communication and interpersonal skills

Requirements

• 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.
• Conduct client discovery with confidence in the presence of CEOs, CFOs, CHROs, and other key stakeholders.
• Consult clients on an independent basis and recognize opportunities to bring in other SMEs.
• Schedule check-ins and briefings monthly with the Client Service team to keep abreast of account status.
• Take responsibility for scheduling internal client account review meetings.
• Brief the Regional Sales Leader and the Area President/Area EVP as to the status of all key accounts.
• Identify an internal network of supportive figures within 30 days.
• Introduce the concept of Organizational Wellbeing within 60 days of completing Proactive People Strategy training.
• Identify a Gallagher Global Broking Producer to partner with within six months.
• Solicit feedback on your performance in client-facing and internal colleague-facing settings.
• Provide training through partnership with junior team members during prospecting, proposal, and account management stages.
• Speak up regarding succession opportunities of interest.

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
• And more...