Job description
As a member of our benefits and HR consulting team, you’ll help our clients - employers of all sizes, across all industries - build workplaces that work better.
Gallagher (www.ajg.com) is a global leader in insurance, risk management and consulting services. Well-established (96 years), financial stable ($8B, Fortune 500, NYSE) and anchored in ethics, we help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 40,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.Overseeing $100B in retirement and financial assets, Gallagher’s Financial & Retirement Services unites some of the most respected names in consulting across North America. Our experts cover Executive Life and Benefits, Investment and Fiduciary Consulting, Retirement Plan Consulting and Financial Well Being.
Responsibilities
Cultivate and manage client relationships, and provide advisory services and solutions to meet the individual clients’ needs and investment objectives- Maintain regular contact with clients to ensure needs are being met, and they are being provided an exceptional client experience
- Participate in ongoing training with the organizations’ field experts to gain industry knowledge and expertise
- Hold review meetings with existing clients at least annually to ensure current portfolio is in line with their investment profile and objectives as it relates to time horizon, goals, and risk tolerance
- Prepare custodial (Fidelity and Charles Schwab) paperwork for new accounts and ongoing account servicing with training and assistance from f3’s operations team.
- Keep and maintain a compliance mentality and behavior
- Present Financial Literacy Seminars to firm participants as part of their benefits package. Training and support will be provided by experienced industry leaders to prepare you to present various subject matters.
- Build and maintain rapport with internal partners to maximize support of your clients and career growth
- 1-3 years of banking or finance experience
- Previous sales experience a plus
- Passion for and ability to build client relationships
- Excellent written and verbal communication skills
- Series 7 and 66(or series 63 & 65) or willingness to get licenses in first 4 months
- Bachelor’s Degree preferred
Required: Bachelor's degree, 1 year related experience, and appropriate insurance licensing required OR; Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required OR; High School Diploma/GED and 6 years experience with appropriate insurance licensing required Desired: Professional certification preferred (CEBS, CPCU, CIC or ARM) Work Traits Acts independently with minimal direction Strong communication and interpersonal skills U.S. Eligibility Requirements (Standard for all U.S. Positions) Interested candidates must submit an application and resume/CV online to be considered. Are you 18 years of age or older or can you demonstrate legal capacity to enter a contract Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation. Must have unrestricted work authorization to work in the U.S. For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H, or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization. Must be willing to execute Gallagher’s Employee Agreement or Confidentiality and Non-Disclosure Agreement which requires, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, religion, creed, age, marital status, citizenship, veteran status, gender, gender identity / expression, actual or perceived sexual orientation, or any other protected characteristic. 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 applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
We offer competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function), training programs, matching gift program, and more.
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