Consultant

Job Description
About Us:
Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
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.
Responsibilities:
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
Qualifications:
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
Additional Information:
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’ 5 more 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…
We value inclusion and diversity
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. 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 is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities.
We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know.
Should you require reasonable adjustments to your application, please get in touch with
TAGlobalSupport@ajg.com.
If you’d prefer to speak on the phone, please request a callback, leaving details, so we get in touch.
Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities.
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.