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Lead Benefit Advisory Services Consultant

Dublin, CA, United States💼 Full-time🗓 2026-07-09 → 2026-07-29

Core

Lead benefits advisor and subject matter expert for complex client and prospect assignments, translating business needs into compliant benefit recommendations.

Role type

Senior IC benefits advisory consultant

Builds

Strategic benefits guidance, renewal strategies, and consultative resources for SMB clients

Domain

Human Resources / Employee Benefits / Insurance

Deliverable

client delivery

Required skills

Group health insurance expertise, sales and renewal cycle management, consultative selling, project leadership, stakeholder coordination, critical thinking, presentation and facilitation, coaching and mentoring

Preferred skills

Account management, benefits administration, open enrollment support

Technologies

Salesforce, Microsoft Office Suite

Responsibilities

Lead benefits consultation for complex opportunities, execute renewal activities, develop consultative collateral, serve as primary SME for support calls and trainings, coach less experienced consultants, act as liaison for escalated matters, identify process improvement opportunities

Seniority

Senior, hands-on IC with mentorship responsibilities

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