OneDigital ยท 16 hours ago
Financial Consultant
Dallas, TX
Full-time
Onsite
Mid Level
3+ years expOneDigital is a people-focused organization dedicated to providing health and insurance solutions to employers and their employees. The Financial Benefits Consultant role involves supporting financial analysis related to clients' group benefit programs, collaborating with team members, and delivering financial illustrations to help clients evaluate their benefit plans.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
Responsibilities
Drafts and reviews accurate exhibits for quarterly and annual client meetings
May assist the Benefit Consultant with carrier negotiation process
Mentors junior team members
Drafts and reviews client utilization reports using various carrier reporting methods
Analyzes data and identifies opportunities for plan design and product changes, based upon observed utilization patterns
Drafts and reviews monthly reporting deliverables for clients
Drafts and reviews cost projections for benefit plan offerings
Analyzes industry benchmarks and drafts information for the client to show their competitiveness in the industry
Develops and maintains strong working relationships with carrier partners
Maintains accurate, current, organized, and complete market information in internal databases
Assists team and clients as necessary with special projects
Qualification
Required
Ability to analyze data and recognize analytical patterns
Strong verbal and written communication skills
Presentation skills
Ability to effectively handle multiple and changing client priorities and deadlines
Excellent interpersonal skills
Ability to thrive in a fast-paced environment
3-5 years of experience
Bachelor's degree, required; Business, Finance, Math, Accounting, or related field, preferred
Proficient in all Microsoft Office products, required
Intermediate to advanced proficiency in Microsoft Excel, required
License required
Preferred
Bachelor's degree, preferred; Business, Finance, Math, Accounting, or related field
Experience in the healthcare industry working for a group insurance carrier, broker or consultant, preferred
Knowledge of group insurance including medical, dental, CDHP, pharmacy, life and disability products, strongly preferred
Experience with database applications, a plus
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
Company
OneDigital
OneDigital is focused exclusively on employee benefits.
1001-5000 employees
H1B Sponsorship
OneDigital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (3)
2023 (4)
2022 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired
Leadership Team
Mike Sullivan
Co-Founder & Chief Growth Officer
T
Travis Dommert
SVP, Talent
Recent News
Company data provided by crunchbase