Financial Consultant
OneDigital(1 month ago)
HybridFull TimeMedior$72,646 - $97,382 (estimated)Employee Benefits
Apply NowAbout this role
The Financial Benefits Consultant performs financial analysis for clients' group benefit programs and prepares benefit and financial illustrations to help clients evaluate their plans. The role partners with account managers, benefits consultants, and carrier partners to maintain market data and support client decision-making.
Required Skills
- Data Analysis
- Excel
- Presentation Skills
- Communication
- Client Management
- Reporting
- Plan Design
- Carrier Negotiation
- Database Applications
- Mentoring
Qualifications
- Bachelor's Degree (Business/Finance/Math/Accounting preferred)
- License Required
About OneDigital
onedigital.comAccess insurance, financial services, employee benefits, and PEO solutions on one platform through local advisors.
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