Senior Client Executive - Hybrid (Independence, OH)

OneDigital
Cleveland, OH
Category Sales
Job Description
Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. We are seeking a Senior Client Executive to join our team, responsible for evaluating clients and prospects, understanding their financial needs, and providing tailored advice to help them achieve their financial goals.

Requirements

  • Proven track record of exceeding sales goals
  • Strong understanding of financial planning principles, investment strategies, and relevant regulations
  • Excellent communication, presentation, and interpersonal skills
  • Ability to work and make decisions independently
  • Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)
  • Demonstrated discipline maintaining sales pipeline and client information in a CRM, Salesforce preferred
  • Experience with financial planning software, MoneyGuidePro preferred
  • Proven success with multi-tasking and managing priorities effectively
  • Ability to adapt to a rapidly changing business and technology environment
  • Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients
  • Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data
  • Regular and predictable attendance is required
  • Business travel up to 25%
  • Must be licensed to allow registration as an IAR of OneDigital Investment Advisors
  • Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales
  • Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within XX days of hire
  • 2+ years of financial advisory experience required
  • 2 – 5 years of industry related sales experience preferred

Benefits

  • Health, wellbeing, retirement, and other financial benefits
  • Paid time off
  • Overtime pay for non-exempt employees
  • Robust learning and development programs
  • Reimbursement of job-related expenses per the company policy
  • Employee perks and discounts
  • Variable compensation, commission, and/or annual bonus
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