Holmes Murphy

Holmes Murphy

Financial Consultant, Employee Benefits

Dallas · Full-time

Sponsorship not specifiedDetected 13 days ago
Financial AnalysisCommunicationPublic SpeakingFinancial Reporting

About the role

  • Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes!
  • This means, even if you're not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf!
  • Holmes Murphy & Associates is an Equal Opportunity Employer.

Responsibilities

  • Builds and maintains Financial/Clinical models to support client account teams; mentors and trains junior staff, as necessary.

Requirements

  • Education: High school diploma
  • Licensing: Active state specific Life & Health Insurance agent's license required or the ability to acquire license within three months of hire.
  • Skills & Technical Competencies: Key skills for effective client consulting include a solid grasp of insurance principles to meet strategic needs, strong client management to prioritize and deliver impactful solutions, and sharp analytical abilities to identify and resolve issues efficiently.
  • Here's a little bit about us:
  • In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members.

Nice to have

  • High school diploma
  • college degree preferred.

Compensation

  • Consistent merit increase and promotion opportunities — Employees are reviewed annually for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career

Benefits

  • In addition to core benefits like health, dental and vision, also enjoy benefits such as:
  • Paid Parental Leave and supportive New Parent Benefits - We know being a working parent is hard, and we want to support our employees in this journey!
  • Company paid continuing Education & Tuition Reimbursement - We support those who want to develop and grow.
  • 401k Profit Sharing - Each year, Holmes Murphy makes a lump sum contribution to every full-time employee's 401k.
  • Generous time off practices in addition to paid holidays - Yes, we actually encourage employees to use their time off, and they do.
  • Discretionary bonus opportunity - Yes, there is an annual opportunity to make more money.
  • Active state specific Life & Health Insurance agent's license required or the ability to acquire license within three months of hire.
  • Provides Financial/Clinical consulting to clients with respect to their employee benefit health and welfare plans; Responsible for presenting financial/clinical data to clients.

Company info

  • In addition to being great at what you do, we place a high emphasis on building a best-in-class culture.
  • We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members.
  • Financial Consultant, EB - Minneapolis, MN
  • We are looking to add a Financial Consultant to join our Employee Benefits team in Dallas, TX.
  • We are forward-thinking and want to be sure your future is cared for.

Equal opportunity

  • Equal Opportunity Employer.

This listing is sourced directly from Holmes Murphy's careers page and normalized into a canonical job model.