Finacial Advisor (Healthcare/ Retirement)

About the position

Open to all races

The Financial Advisor plays a pivotal role in this transformation. Acting as a senior client lead and Trusted Adviser, the CSP engages business leaders with insight-driven, strategic conversations that transcend conventional benefits advisory. This is not a transactional sales or product delivery role-it is a commercially oriented, client-centric position for individuals who bring fresh perspectives and strong business acumen.

RESPONSIBILITIES

• Identify and cultivate organic growth opportunities within existing accounts.
• Pursue new business development from a solutions-led perspective.
• Build long-term, high-value client partnerships focused on measurable impact over service-level agreements.
• Establish yourself as a Trusted Adviser to HR, Finance, and Executive stakeholders.
• Coordinate input from a multidisciplinary internal team (including specialists in healthcare, credit, retirement, and more) to deliver cohesive, integrated client strategies.
• Executive presence and strong relationship management skills, with experience engaging C-suite and senior HR/Finance stakeholders.
• Proven success in consultative, solution-oriented sales with a focus on growing strategic accounts.
• Commercially minded and performance-driven, with a strong appetite for variable earnings based on success.

QUALIFICATION

• Business degree would be advantagous

Desired Skills:

• Financial Advisor
• Retirement
• Healthcare

Desired Qualification Level:

• Degree

About The Employer:

The company provides consulting, actuarial and administration expertise in the healthcare and retirement fund environments, and this extends to financial planning for individuals. This allows the company to provide an end-to-end solution across the healthcare, retirement fund and financial planning needs of employers and their employees.

Employer & Job Benefits:

• Commission