Executive Benefits Consultant

Career Description

The Executive Benefits Consultant works closely with the CEO and other CapAcuity associates.

Responsibilities:

Provide end to end case development support of prospective client opportunities and intermediary partners, to include:
• Data gathering
• Financial/funding analysis and optimization
• Investment menu/correlation analysis and optimization
• Client presentation development and support
• Provide input and content for development of client presentation templates, and marketing materials
• Participate in client development meetings, webcasts, and conference calls
• Client development and relationship management
• Provide pre- and post-sale client development and service support for CapAcuity assigned cases to include:
• Quarterly investment manager reviews (QIMRs)
• Annual plan reviews (APR)
• Ongoing funding analytics and optimization
• Assist in the development of new products and services
• Provide input and content for development of client presentation templates and marketing materials
• Performs other duties as assigned

Skills and Qualifications:

• Strong oral and written communication skills
• Strong presentation development skills (PowerPoint, Excel, Word)
• Problem-solving skills
• Leadership skills
• Time management skills
• Sound decision making and analytical skills
• Ability to take the initiative
• Established professional networks
• Substantial knowledge of full range of financial products and services
• Focus on identifying and meeting/exceeding customer needs

Requirements:

• 3+ year non-qualified plan consulting and/or sales support experience
• Relevant degree from an accredited institution preferred
• Series 6 – Registered Representative designation, or completing requirements to earn this designation within six months

 

Flexible Benefits Options

This position is eligible for CapAcuity’s comprehensive employee benefits program, which includes a 401(k) retirement plan, as well as comprehensive health, dental, vision, and HSA plans provided by Aetna, Guardian and other leading providers. In addition, CapAcuity partners with Eden Health to provide additional health and wellness resources at no cost to our employees.

 

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