OneDigital · 19 hours ago
Vice President, Executive Benefits Consulting
United States
Full-time
Remote
Mid, Senior Level
$145K/yr - $150K/yr
7+ years expOneDigital is a people-focused organization that helps employers provide comprehensive health and insurance solutions to their employees. The Vice President of Executive Benefits Consulting is responsible for designing and implementing Executive Benefits plans, managing client relationships, and driving sales growth while ensuring compliance with industry standards.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
Responsibilities
Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management
Effectively communicate the value proposition of OneDigital's Executive Benefits solutions to prospective clients, highlighting the benefits of our comprehensive solutions
Achieve and exceed annual sales goals by skillfully guiding prospects through the sales cycle and closing new deals
Participate in industry and conference presentations to showcase expertise and generate leads
Organize and manage prospect events to educate potential clients about Executive Benefits solutions
Lead client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives
Develop and execute a customized relationship strategy that aligns with each client's unique situation
Build and maintain positive relationships with assigned clients, fostering open communication and exceeding expectations
Select and present a diverse range of plan options, design choices, and funding solutions to decision-makers
Work with Third Party Administrators to provide participants with guidance on account-related questions
Conduct periodic analysis to ensure plan funding solutions are meeting the clients’ objectives
Design complex Executive Benefits structures tailored to meet institutional client needs
Conduct benchmarking due diligence to ensure clients' plans are competitive and meet industry standards
Coordinate RFP fulfillment, demonstrating OneDigital's capabilities and value proposition
Stay informed of industry trends and regulatory changes to ensure client plan compliance
Provide ongoing consultation regarding plan needs, potential changes, amendments, and recommend adjustments when necessary
Collaborate with Plan Administration Specialists to explain plan requirements and propose strategies for plan compliance
Facilitate best practices training, ensuring clients understand their responsibilities and best practices
Offer regulatory and legislative consulting, keeping clients informed of relevant updates that may impact their plans
Qualification
Required
Proven track record of exceeding sales goals
Strong understanding of 409A regulations, industry best practices, and funding solutions
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 information in a CRM, Salesforce 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%
Bachelor's degree in Business, Economics, Finance, or a related field or relevant experience in Executive Benefits sales required
7+ years of experience in the Executive Benefits industry, with a minimum of 3+ years in a leadership role
Registration with a Broker Dealer is required
Securities license Series 6 and 63 required
Life & Variable Life insurance licenses required
NQPA Certification required within first year of employment
Preferred
Masters preferred
Benefits
Health
Wellbeing
Retirement
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
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
Alternative Credit Investor
2026-01-24
Company data provided by crunchbase