Area Vice President, Retirement Consulting
Indexed description
Overview
Retirement Plan Consulting producers at Gallagher are dedicated to driving new business growth by acquiring new clients and expanding our market presence. This role requires a proactive approach to sales, focusing on qualified retirement plan business. Success in this position involves building a robust pipeline, striving to close deal while also finding additional opportunities through the Financial Business Line and developing a personal brand aligned with Gallagher’s high-achieving, collaborative, and innovative culture.
We are hiring nationally, and successful candidates must be located in Nashville, Kentucky, Heartland 5, Iowa, Nebraska, or Missouri.
How You'll Make An Impact
What You Can Expect:
- Dynamic Sales Environment: Producers for Gallagher Benefit Services are constantly enriching their knowledge of the complex and ever-changing world of retirement plan consulting and financial wellbeing. Expect to be challenged.
- Strategic Resources: Leverage Gallagher’s resources to strategically approach the market, develop, and execute a plan to achieve weekly sales goals. . Expect to have resources to meet your targets.
- Marketing Presence: Utilize innovative marketing campaigns to enhance outreach to prospects and clients, ensuring a strong presence in the marketplace.
- Collaborative Expertise: Partner with Gallagher’s experts across various specialties to enhance your knowledge and win business. Expect to serve your clients effectively.
- Career Advancement: As you build your book of business, Gallagher will continue to present you with opportunities for career growth and financial rewards for successful sales performance.
- Consultative Sales Approach: Act as a consultant on your book of business, with account management support to maintain and grow your client base.
- Within 30 days, identify an internal network of supportive figures (Producer peers, Consultants, Leaders, etc.) to be relied upon for guidance and advice. Set informal meetings with these individuals as needed.
- Within 60 days of completing Our Value Proposition training, be able to introduce the concept of Organizational & Financial Wellbeing and apply its value to prospects and clients, with the goal of providing introductions to other relevant Gallagher SMEs.
- Within six months, identify a Gallagher Global Broking (GGB P&C) Producer or Producers to partner with, starting with identifying opportunities and providing warm introductions for that Producer among your GBS clients and requesting reciprocal introductions to GGB clients.
- Identify one or more divisional initiatives of personal interest to participate in within the first 12 months. Measure growth of your personal brand within Gallagher by the scope and breadth of the projects you participate in.
- Know your competition. Provide information as to wins/losses you are aware of in the market and always schedule post-presentation reviews that include all Gallagher participants.
- Regularly solicit feedback on your performance in client-facing and internal colleague-facing settings.
- At prospecting, proposal, and account management stages, provide training through partnership with junior team members. Highlight complex client strategy and technical analysis as well as emphasis on client value, compliance and ethical conduct.
- Speak up regarding succession opportunities of interest. Provide guidance to leaders who seek to ensure your career progresses in the most rewarding manner possible.
Licensing: Series 65
Preferred: Professional designation may be preferred.
Behaviors: Act independently with minimal direction. Strong communication and interpersonal skills.
Compensation And Benefits
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. 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:
- 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...
- The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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