EXECUTIVE BENEFITS CONSULTANT
ALM First Executive Benefits
Dallas, TX
Are you a relationship-builder with a talent for solving challenges and creating meaningful connections? ALM First is seeking a motivated and results-driven Executive Benefits Consultant to join its expanding team, helping clients achieve their goals through innovative benefit plans and customized financial strategies.
With a goal of delivering client-focused executive benefits programs for credit unions, not-for-profits, and banking industry leaders, ALM First is now expanding into additional industries to bring its expertise to a broader audience. This is a unique opportunity to thrive in a collaborative, fast-paced environment where your skills and ideas will have a meaningful impact on a forward-thinking organization’s growth.
As an Executive Benefits Consultant, you will play a vital role in building relationships with financial institutions and educating leaders on Supplemental Executive Retirement Plans (SERPs) while promoting the ALM First brand. Key responsibilities include:
- Consult with clients to deliver tailored executive benefit solutions while providing exceptional customer service.
- Generating leads through prospecting and personal networks.
- Educating clients through webinars, on-site meetings, and virtual sessions.
- Collaborating with marketing to align sales efforts.
- Attending conferences and other lead-generating events.
- Meeting or exceeding sales goals through strategic planning and execution.
The ideal candidate has a proven track record in plan design, consultative sales, a passion for achieving results, and the drive to contribute to the success of a growing team. This is your chance to be part of an innovative company that values collaboration, creativity, and excellence.
Qualifications:
- 3-5+ years of B2B sales experience, preferably targeting C-Suite executives from credit union and banking, higher education, and healthcare executives.
- Experience selling to C-Suite executives, board members, and decision-makers in financial institutions, healthcare, or higher education.
- Demonstrated success in strategic sales planning and execution.
- Proven track record in external business development, including cold-calling.
- Experience conducting product training and demonstrations.
- Strong understanding of finance, banking, capital markets, lending, or treasury functions.
- Working knowledge of consulting executive benefits.
- Proficiency in Microsoft Word, Excel, PowerPoint, and CRM software.
- Life Insurance License required; Chartered Life Underwriter (CLU) a plus.
- Willingness to travel up to 50% and work a flexible schedule.
Candidates can work remotely anywhere in the United States. Travel will be required.
ABOUT ALM FIRST COMPANY
ALM First is a leading, trusted strategic partner for depository institutions, offering an array of financial advisory services. Since 1995, our expertise in asset liability management, fixed-income portfolio management, and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $70 billion of investments under management (as of September 30, 2024). ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions nationwide. Please learn more about us at www.almfirst.com.
ABOUT DDJ MYERS, an ALM First Company
DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com.
