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Group Benefits Consultant Position


The Benefits Consultant will support and grow a book of business with emphasis in the Multi-employer market, the Public Sector market and or Private Sector Group Plan Market.

The Opportunity: 


The individual will step into a multi-faceted role that offers the opportunity to work directly with clients in contributing to the growth of our client services. 


The Role: 

The role of a Benefits Consultant includes client management, project management and new business development. The Benefits Consultant has the primary relationship accountability for assigned or procured clients, overall servicing responsibility, and client satisfaction. In addition to maintaining positive relationships, the Benefits Consultant will collaborate with others across Old Slip Capital to provide clients with a full array of our consulting services.


Key accountabilities include: 

  • Understanding clients’ issues, anticipating clients’ needs (aka: staying ‘ahead of the game’), and navigating the various potential solutions, establishing rapport and building effective working relationships within client organizations, 

  • providing creative, innovative and strategic expertise to clients and colleagues around the issues and emerging developments in the employee health benefits and retirement benefits industries, 

  • collaborating with others at Old Slip Capital to build and maintain effective and influential client relationships, and; 

  • leading and/or participating in new business development initiatives targeting existing and prospective clients. 

  • The Benefits Consultant guides client service teams and plays a proactive role in mentoring and developing staff, contributing to the overall intellectual and professional development within the teams. 


Key Requirements:


  • Minimum of seven (7) years of experience within an employee benefits consulting and/or related professional services environment involving exposure to health and/or retirement plan strategies, concepts/approaches, design and implementation, 

  • Minimum of an undergraduate degree, 

  • Ability to step immediately into a direct client contact role, 

  • Strong business acumen and leadership ability, 

  • Demonstrated success as a relationship builder/collaborator, 

  • Demonstrated experience and success in managing client relationships, 

  • Skill of delivering/presenting complex information into actionable terms that clients will grasp and be able to act upon, 

  • Ability to analyze and identify issues to develop solutions, 

  • Effective interpersonal and communication (verbal/written) skills, 

  • Ability to work collaboratively with a diverse audience of colleagues and clients, and 

  • Ability and interest to travel as needed to meet with clients and prospects. 


Equal Opportunity Employer M/F/D/V.

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Our advice driven family office strives to preserve your family’s legacy
Protecting your business property, employees, and corporate liability
A personalized approach to executing a wealth management plan
Preserve cashflow for other uses by borrowing for Insurance requirements
A complete range of insurance and risk management services
Cost effective employee benefit services
Alternative investments are useful investment strategies for investors looking to diversify their portfolios from traditional funds.
Advisory based financial transactions on behalf of individuals, corporations, and governments
Holistic wealth management services driven by superior investment research
Our firm combines a disciplined investment management process with sustainable investing principals
Sophisticated Investment Advisory to corporate pension plans and ultra-high
net worth individuals
Building quality investment menus for plan sponsors while offering the protections of a sound ERISA fiduciary contract
Protecting your Home, Auto and general liability
Family Governance and Education is integral in achieving the necessary outcomes
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