Health & Benefits Consultant

About the Role

The Health & Benefits Consultant is responsible for driving business growth, managing client relationships, and leading the delivery of health and benefits consulting projects. The role requires a commercially driven and client-focused professional who can independently identify business opportunities, achieve individual revenue targets, manage consulting engagements from initiation to completion, and deliver high-quality advisory solutions that address clients’ needs. The consultant is also expected to work collaboratively with internal stakeholders and support the Advisory Leader in achieving the team’s strategic and business objectives.

Key Responsibilities

• Take ownership of individual revenue targets and actively contribute to the overall growth of the Health and Benefits Advisory business.
• Proactively identify, develop, and convert new business opportunities from both existing and prospective clients.
• Build and maintain strong client relationships to generate repeat business and cross-selling opportunities.
• Prepare and present consulting proposals, including scope of work, pricing, and commercial terms.
• Collaborate with internal teams, including Client Relationship Management, Sales and others to identify and pursue business opportunities.
• Manage the sale pipeline and follow through on opportunities to achieve revenue objectives.
• Independently lead and manage health and benefits consulting engagements from project initiation through successful completion.
• Act as the primary point of contact for clients, ensuring effective communication and strong relationship management throughout the engagement.
• Understand clients’ business objectives, challenges, and requirements, and translate them into practical advisory solutions.
• Deliver high-quality consulting services, including benefits reviews, market benchmarking, benefits strategy, and other health and benefits advisory assignments.
• Oversee project planning, execution, deliverables, timelines, and quality to ensure client expectations are met.
• Provide clear, practical, and actionable recommendations supported by appropriate analysis and market insights.
• Ensure timely project completion, appropriate project documentation, invoicing, and payment follow-up.
• Establish and maintain trusted relationships with clients, positioning the team as a strategic advisor on health and benefits matters.
• Independently manage client meetings, presentations, discussions, and follow-up activities.
• Proactively address client concerns and ensure a high level of client satisfaction.
• Identify evolving client needs and opportunities to provide additional advisory services.
• Maintain professional relationships with relevant external partners and stakeholders.
• Work closely with the Advisory Leader to support business planning, revenue initiatives, and the execution of strategic priorities.
• Provide support on key client engagements, business development activities, and special projects as required.
• Collaborate effectively with junior consultants and other team members to ensure efficient project execution and knowledge sharing.
• Contribute to the continuous improvement of consulting methodologies, service offerings, and delivery standards.
• Support other responsibilities and initiatives assigned by the Advisory Leader as business needs evolve.

Qualifications & Experience

• Bachelor’s degree or higher in Business, Finance, Economics, Human Resources, Insurance, or a related field.
• Relevant professional experience (at least 7 years of experience) in employee benefits, health and benefits consulting, insurance broking, HR consulting, or related advisory services.
• Demonstrated ability to independently manage consulting projects and client relationships.
• Proven business development capabilities, with the ability to identify opportunities and generate consulting revenue.
• Strong analytical, problem-solving, presentation, and communication skills.
• Commercial mindset with a strong sense of ownership, accountability, and client service.
• Ability to manage multiple priorities, work independently, and collaborate effectively across teams.
• Good command of written and spoken English.