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Willis Towers Watson

Financial Consultant

Our Financial Consultants play the critical role of lead consultant and strategist with mid-size clients in the advisory space. They drive plan design and are ultimately responsible for client satisfaction. They also partner with Producers to acquire new clients and grow relationships with current ones. This is a highly visible, critical role that grows one’s benefits acumen, client management and project management expertise with one of the world’s leading benefits advisory firms.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

  • Proactively drive discussions around plan performance and design: Monitor trend and make recommendations to improve effectiveness of employee benefit program/design; lead the marketing process
  • Collaborate with Producers in new client acquisition by serving as the client service/technical SME in prospect discussions, and leading the RFP/value proposition process
  • Play a key role in growing relationships with current clients by recommending enhancements to benefit plan or broader rewards program design
  • Proactively advise clients around client service issues; develop and implement processes and policies to improve overall client delivery
  • Drive open enrollment process including developing communications strategy and related collateral, leading vendor implementation, and conducting open enrollment meetings
  • Develop project plans and assemble teams for delivery on client projects; ensure team members deliver on project goals
  • Collaborate with Account Executives in managing relationships with the largest clients
  • Project manage completion of reports and administrative actions for clients such as Form 5500 filings, policy checking and delivery, SPDs, etc.
  • Maintain and cultivate strong carrier relationships
  • Mentor and develop junior colleagues
  • Understand, articulate and implement key Willis Towers Watson value-added resources and intellectual capital; contribute to develop of new tools and approaches
The Requirements

  • 5+ years of strategic health and welfare strategy and account management experience
  • Deep knowledge of current H&W plan design approaches, insurance products, regulatory environment, etc., and ability to understand client’s needs in context of broader HR strategy
  • Proven experience managing mid-size clients, addressing their client service needs, and creating/implementing long term solutions
  • Strong experience in growing new revenue with current clients as well as contributing to new client acquisition
  • Proven experience developing project plans and managing teams against project plan parameters
  • Excellent verbal and written communication skills including executive level presentation skills
  • Strong ability to coach and develop more junior level associates
  • Team player with intellectual curiosity and desire to help WTW grow its tools, resources and capabilities
  • Strong computer skills including Microsoft Office (Word, Excel and Power Point), and ability to learn new technologies and recommend new technology solutions
  • Associates or Bachelor’s level degree
  • State Life and Health license required within 90 days of joining
  • Professional Certification (CEBS, GBA, PHR, SPHR, etc.) preferred


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