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EB Consultant

  • Salary: £55000 - £65000 per annum + Bonus and Benefits
  • Location: Gloucester, Gloucestershire
  • Sector: Employee Benefits
  • Job type: Permanent
  • Date posted:
    04 Feb 2020
  • Job reference: 32993

IDEX Consulting are exclusively engaged on an exciting opportunity to join a forward-thinking wealth management practice in Gloucester, as a new business EB Consultant.
You will be responsible for leading the relationship with internal and external introducers, tasked with increasing the opportunity for new business development by networking, fact-finding and consulting with businesses on complete benefits management. You will also proactively manage a portfolio of existing clients; consulting across areas such as pensions, health, risk and flexible benefits within SME-sized businesses across the region.


  • Using existing and internal relationships, grow the opportunity for new business
  • Develop relationships with existing clients, arranging meetings to fact-find and consult on market trends and align benefits to address
  • Formulate and execute on agreed business plan
  • Maintain contact with key Partners, introducers and internal to assist with market reviews, recommendation reports, re-broking, provider relationships and support with client management
  • Attend various industry events to network and promote the wider employee benefits proposition
  • Keep up to date with current and future trends, reporting back on findings to management

What we're searching for

  • Able to demonstrate knowledge of the employee benefits marketplace through employment
  • Technical background across group pensions, health, risk and well-being marketplace, products and service
  • Track record within employee benefits and delivery against agreed income and client-development targets
  • Self-starting individual, who's able to generate, progress, consult and close on new business opportunities
  • Excellent commercial awareness and industry knowledge

On offer is a salary up to c. £65K + bonus + benefits.

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