Employee Benefits Consultant (Producer)

Employee Benefits Consultant

The Olson Group, located in Omaha, Nebraska, is an employee benefits consulting firm with an emphasis in retirement planning and group insurance plans. Since its inception in 2003, The Olson Group has continued to provide outstanding customer service and retain 90% of its customers for more than 15 years.

Position Overview

The Employee Benefits Consultant plays a pivotal role in The Olson Group's mission to deliver exceptional benefits solutions and cultivate strong client relationships. The primary responsibility of this position is to prospect, engage, and build lasting connections with potential clients while providing strategic benefits planning through the BenefitsEdge platform. The Employee Benefits Consultant contributes to the group and success of The Olson Group.

Work Arrangement

This is a full-time, hybrid position reporting to our office in Omaha, NE.

Professional Responsibilities :

• Develop and maintain strong relationships with prospects and clients. Challenge the status quo by displacing existing relationships and introducing The Olson Group as their trust benefits consultant.
• Conduct thorough research, initiate phone calls, emails, and participate in speaking engagements, tradeshows, and other activities to identify and engage potential clients.
• Identify key stakeholders and set 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. Utilize the BenefitsEdge ScoreCards to assess client needs.
• Create BenefitsEdge outputs and Strategic Benefits Plans tailored to the unique needs of each client.
• Conduct meetings with clients to present benefits plans, discuss output, 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.

Qualifications and Requirements :

Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across 48 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide 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. We offer :

Patriot Growth Insurance Services is an equal opportunity employer that is 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 based solely on qualifications, merit, and business needs at the time.