Area Vice President, Retirement Consulting

About This Jobs

Introduction

At Gallagher Benefit Services, you become a reliable ally for organizations addressing critical workforce decisions. Our mission is to assist clients in creating improved workplaces where employees feel supported, empowered, and motivated to succeed. Whether it involves crafting benefit strategies, designing wellness initiatives, or addressing workforce issues, your contributions here drive substantial change for businesses and the individuals who drive them. We function as a collective of adventurous thinkers, trusted advisors, and compassionate collaborators, working together to resolve challenges and define the future of work. In this environment, curiosity thrives, teamwork comes naturally, and your concepts have space to develop. If you seek a role where your efforts matter and you can contribute to building a superior work environment, consider Gallagher.

Overview

Retirement Plan Consulting producers at Gallagher focus on generating new business through client acquisition and expanding market presence. This position demands a proactive sales strategy, with an emphasis on qualified retirement plan business. Achieving success in this role involves developing a strong sales pipeline, securing deals, and identifying additional opportunities through the Financial Business Line, all while cultivating a personal reputation that reflects Gallagher's high-achieving, collaborative, and innovative culture. We are recruiting nationally, but successful candidates must reside in Southern California, Salt Lake City, or Phoenix.

How You Will Make an Impact

What You Can Expect:

• Dynamic Sales Environment: Producers for Gallagher Benefit Services continuously expand their knowledge of the evolving retirement plan consulting and financial wellness landscape. Be prepared for ongoing challenges.
• Strategic Resources: Utilize Gallagher’s resources to strategically approach the market, create, and implement a plan to meet weekly sales targets. Resources will be available to help you achieve your goals.
• Marketing Presence: Deploy innovative marketing campaigns to enhance outreach to prospects and clients, ensuring a strong market presence.
• Collaborative Expertise: Partner with Gallagher specialists across various fields to deepen your expertise and win business. You will effectively serve your clients.
• Career Advancement: As you develop your client portfolio, Gallagher will offer opportunities for professional growth and financial rewards for successful sales performance.
• Consultative Sales Approach: Act as a consultant for your client portfolio, with account management support to sustain and expand your client base.

Objectives for Success:

• Operate as an entrepreneur, building a client portfolio from your own network, typically within a specific industry niche or employer size.
• Develop and sustain a network of internal and external contacts to generate leads and referrals.
• Establish and maintain a new business pipeline of qualified leads exceeding five times the goal. Weekly, ensure all tracked pipeline information is current and accurately reflects activity and sales stage.
• Prioritize tasks and manage time efficiently to handle multiple prospects and clients simultaneously. Embrace resilience and persistence to maintain motivation and focus, turning challenges and setbacks into opportunities for growth and success.
• Confidently conduct client discovery, engaging with business owners and key stakeholders to understand their needs and offer tailored solutions.
• Capably advise clients independently and identify opportunities to involve other subject matter experts as needed.
• Schedule regular check-ins with the Client Service team to stay updated on account status and develop strategies for account expansion.
• Take responsibility for scheduling internal client account review meetings, ensuring timely and thorough completion of prescribed processes to retain clients, always thinking creatively about next steps for account growth.
• Include executive sponsors when appropriate.
• Semi-annually or as needed, brief the Regional Sales Leader and Area President or Area EVP on the status of all key accounts.
• Actively embrace and collaborate with the Gallagher Benefit Services organization:
  • Within 30 days, identify an internal network of supportive individuals, such as Producer peers, Consultants, and Leaders, for guidance and advice. Schedule informal meetings with these individuals as needed.
  • Within 60 days of completing Our Value Proposition training, be able to introduce the concept of Organizational and Financial Wellbeing and apply its value to prospects and clients, with the goal of facilitating introductions to other relevant Gallagher SMEs.
  • Within six months, identify a Gallagher Global Broking (GGB P&C) Producer or Producers to partner with, starting by identifying opportunities and providing warm introductions for that Producer among your GBS clients, while requesting reciprocal introductions to GGB clients.
  • Identify one or more divisional initiatives of personal interest to participate in within the first 12 months. Measure your personal brand growth within Gallagher by the scope and breadth of projects you engage in.
• Know your competition. Provide information on wins and losses you observe in the market, and always schedule post-presentation reviews involving all Gallagher participants.
• Regularly seek feedback on your performance in client-facing and internal colleague-facing settings.
• At the prospecting, proposal, and account management stages, provide training through partnership with junior team members. Highlight complex client strategy and technical analysis, with emphasis on client value, compliance, and ethical conduct.
• Speak up about succession opportunities that interest you. Provide guidance to leaders aiming to ensure your career progresses in the most rewarding way possible.

About You

Required: Bachelor’s degree, 3 years of related experience, and appropriate licensing required; OR Bachelor’s degree, participation in Gallagher’s Sales Internship Program (GSIP), and appropriate licensing required; OR High School Diploma or GED and 6 years of experience.

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 and high ends for this position. Actual compensation will be influenced by a wide range of factors including, but not limited to, previous experience, education, pay market or geography, complexity or scope, specialized skill set, lines of business or practice area, supply or demand, and scheduled hours. In addition to a competitive salary, great teams, and exciting career opportunities, we also provide a wide range of benefits.

Below are the minimum core benefits you will receive, which may improve based on your job level:

• Medical, dental, and vision plans, starting from day one.
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program: enhancing your health through challenges, workshops, and digital fitness programs for overall wellbeing
• Charitable matching gift program
• And more.

The benefits summary above applies to full-time positions. If you are not applying for a full-time position, details about benefits will be provided during the selection process.

We Value Inclusion and Diversity

Click Here to review our U.S. Eligibility Requirements.

Inclusion and diversity (IandD) is a core part of our business and is embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to supporting 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.

Apply Now