Retirement Plan Sales Consultant

62333 Requisition #

Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

Position Summary:

This position is responsible for producing new business and servicing existing accounts.


List of Essential Duties:

  • Produces revenue through sales to new and existing clients with emphasis on mid-size companies with high revenue.
  • Provides service to clients according to their needs, retaining them as clients. 
  • Participates in team sales situations with other producers and support personnel.
  • May manage overall client relationships and is supported by day-to-day account management. 
  • Assists, educates and develops other staff members in new client sales situations and existing client service requirements. 
  • Applies industry technologies to new sales, additional sales to existing clients and account service.
  • Provides direction in account transfer situations. 
  • Prepares and implements an individual business plan and production budget. 
  • Develops and maintains interdivision/intercompany relationships consistent with our corporate culture.

Additional Considerations:

  • Produce new revenue production annually through sales via new and existing clients. Expected 100% of time focused on new business development.  Pursue internal referrals and effectively market Gallagher Retirement Plan
  • Consulting Services consulting expertise related to retirement plans. Generate leads through internal sourcing, cold calls and centers of influence.
  • Develop strategic approaches and tactics and implement those strategies to increase market awareness of Gallagher capabilities and develop new business, based upon a keen understanding of market needs and issues.
  • Guide and provide consultative efforts to identify and solve prospect and client retirement needs and issues.Maintain an expert knowledge of Retirement Plans, ERISA, Fiduciary Issues, and DoL Regulations.  Educate branch staff and clients on services available.
  • In conjunction with the Practice Leader and the Branch Manager, prepare, monitor, and manage a personal business plan and revenue budget.
  • Acquire and maintain requisite licenses including:  Life and Health Producer license and Series 6 and 63.  Satisfy continuing education requirements.
  • Develop and maintain interdivision/intercompany relationships consistent with corporate culture.
  • Manage sales situations and account service to retain business and to prevent error and omission incidents.
    • Multilevel relationship building skills with Plan Sponsors, “C” Level executives, Gallagher Branch managers, Gallagher producers (both P&C and H&W).
    • Must possess  excellent presentation, oral and written communication skills
    • Ability to work towards team and individual goals with desire to build professional internal and external relationships
    • People management skills
    • Good time management ability
    • Ability to embrace national practice standards
    • Provide expertise to enable the implementation of such standards.
    • Understanding of and commitment to maintaining knowledge of retirement industry trends, concepts, products, practices and financial arrangements.


  • Bachelor's degree, 1 year related experience, and appropriate insurance licensing required OR;
  • Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required OR;

  • High School Diploma/GED and 6 years experience with appropriate insurance licensing required


  • Professional certification preferred (CEBS, CPCU, CIC or ARM)

Work Traits:

  • Acts independently with minimal direction
  • Strong communication and interpersonal skills


U.S. Eligibility Requirements (Standard for all U.S. Positions)

  • Interested candidates must submit an application and resume/CV online to be considered.
  • Must be 18 years of age or older.
  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
  • Must have unrestricted work authorization to work in the U.S. For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H, or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization.
  • Must be willing to execute Gallagher’s Employee Agreement or Confidentiality and Non-Disclosure Agreement which requires, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure

Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, religion, creed, age, marital status, citizenship, veteran status, gender, gender identity / expression, actual or perceived sexual orientation, or any other protected characteristic.​ Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.