Benefits Consultant; Producer
Listed on 2026-01-13
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Business
Business Development, Client Relationship Manager
Employee Benefits Consultant
Title: Employee Benefits Consultant;
Location: Omaha, NE;
Salary: $65,200.00-$;
Seniority: Director;
Employment type: Full-time;
Job function: Strategy/Planning and Information Technology;
Industry: Insurance.
The Olson Group is an employee benefits consulting firm with a focus on retirement planning and group insurance plans. Established in 2003 and based in Omaha, Nebraska, the firm delivers exceptional client service and maintains a 90% retention rate over more than fifteen years.
Professional Responsibilities- Develop and maintain strong relationships with prospects and clients, challenging the status quo and positioning The Olson Group as their trusted benefits consultant.
- Conduct thorough research, initiate phone calls, emails, and participate in speaking engagements, trade shows, and other activities to identify and engage potential clients.
- Identify key stakeholders and schedule strategic meetings with prospects to understand their needs and challenges.
- Travel as needed to meet with prospects and clients, providing strategic guidance and solutions.
- Take detailed notes during meetings, asking open‑ended and indirect questions to gather essential information and use the Benefits Edge™ Score Cards™ to assess client needs.
- Create Benefits Edge™ outputs and Strategic Benefits Plans tailored to the unique needs of each client.
- Conduct meetings with clients to present benefits plans, discuss outputs, and build consensus for change.
- Complete necessary paperwork for consultant‑of‑record changes when required.
- Introduce clients to the assigned account management team, ensuring a smooth transition.
- Maintain regular contact with clients and account management teams, offering assistance and support as needed.
- Uphold an executive presence with prospects and clients to instill confidence and trust in The Olson Group’s services.
- Enter and update relevant data in Salesforce, keeping detailed and accurate records.
- Present at conferences, attend as a business partner, and actively engage with potential clients; assist at Open Enrollment meetings and client review sessions as required.
- 5 or more years of relevant experience in sales or consulting, preferably in the employee benefits or insurance industry. (Required)
- Associate Degree in Business Administration, Human Resources, Marketing, or a similar field. (Required)
- Nebraska Life and Health Insurance License. (Required)
- Nebraska Life and Health Insurance Consultant License. (Required)
- Bachelor’s Degree in Business Administration, Human Resources, Marketing, or a similar field. (Preferred)
- Registered Employee Benefits Consultant (REBC) certification. (Preferred)
- Strong understanding of employee benefits, including benefit types, compliance, and emerging trends and best practices.
- Excellent written and verbal communication skills to effectively convey information clearly and transparently.
- Proficiency in CRM systems, Microsoft Office Suite, and other client‑management tools.
- Experience building and maintaining strong client relationships and providing customized insurance solutions.
- Detail‑oriented and organized with excellent project‑management abilities.
- Strong critical thinking skills to analyze complex scenarios and develop solutions for clients.
- Commitment to staying updated on industry trends, regulations, and best practices.
- Adherence to ethical standards and confidentiality when handling sensitive employee and client information.
In addition to a competitive salary, the firm provides a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment.
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA), Health Savings Account (HSA), and Commuter Transit Programs
- Company‑paid Short‑Term Disability, Long‑Term Disability, and Group Term Life
- Company‑paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401(k)
Patriot Growth Insurance Services is an equal‑opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training.
Patriot makes hiring decisions solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at
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