Benefits Consultant Jobs
Benefits Consultant jobs are open across insurance carriers, HR consulting firms, benefits brokerages, and corporate HR departments, from entry-level analyst to senior and director roles, with specializations in health and welfare, retirement plan administration, and voluntary benefits. Find a role that fits from the openings below and apply directly.
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Showing 5 of 167+ Benefits Consultant jobs
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Benefits & Planning Consultant, client interactions are more than transactions—they are opportunities to build trusted relationships, understand unique financial needs, and make a meaningful impact. Partnering closely with Executive Planning Consultants, you will support executives throughout their financial planning journey, delivering personalized guidance, deepening client relationships, and identifying opportunities for growth. You will also support targeted client engagement initiatives, ensure all client interactions and documentation meet compliance standards, and proactively address complex client needs to deliver an exceptional client experience.
The Expertise and Skills You Bring
- Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Bachelor’s degree preferred
- Certified Financial Planner and Certified Equity Professionals are highly encouraged. Our Tuition Reimbursement program can help you acquire them.
- The ability to effectively collaborate with your clients while delivering highly personalized support to executives
- Proven knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning and provide education as well as advice in appropriate situations.
- Demonstrated success in building and deepening relationships with highly compensated executives.
- Strong attention to detail with a focus on compliance, quality, and accuracy.
- Experience identifying client needs and recommending solutions to support long-term goals.
- Proven problem-solving skills with the ability to resolve complex client issues effectively.
- Ability to support business development and client engagement initiatives.
The Team
The Executive Services team acts as a single point of contact for workplace plan executives. It incorporates their benefit and plan provisions into the planning process. The team presents offerings to executives, board members, and plan sponsors. It also provides an elevated level of assistance for brokerage, insurance, money management, estate planning, financial planning, and retirement planning.
As your knowledge and planning skills grow, you provide benefits education and financial planning guidance to a growing base of executives. In partnership with multiple Executive Planning Consultants, you implement a structured client contact strategy.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
Relationship ManagementJob Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Benefits & Planning Consultant, client interactions are more than transactions—they are opportunities to build trusted relationships, understand unique financial needs, and make a meaningful impact. Partnering closely with Executive Planning Consultants, you will support executives throughout their financial planning journey, delivering personalized guidance, deepening client relationships, and identifying opportunities for growth. You will also support targeted client engagement initiatives, ensure all client interactions and documentation meet compliance standards, and proactively address complex client needs to deliver an exceptional client experience.
The Expertise and Skills You Bring
- Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Bachelor’s degree preferred
- Certified Financial Planner and Certified Equity Professionals are highly encouraged. Our Tuition Reimbursement program can help you acquire them.
- The ability to effectively collaborate with your clients while delivering highly personalized support to executives
- Proven knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning and provide education as well as advice in appropriate situations.
- Demonstrated success in building and deepening relationships with highly compensated executives.
- Strong attention to detail with a focus on compliance, quality, and accuracy.
- Experience identifying client needs and recommending solutions to support long-term goals.
- Proven problem-solving skills with the ability to resolve complex client issues effectively.
- Ability to support business development and client engagement initiatives.
The Team
The Executive Services team acts as a single point of contact for workplace plan executives. It incorporates their benefit and plan provisions into the planning process. The team presents offerings to executives, board members, and plan sponsors. It also provides an elevated level of assistance for brokerage, insurance, money management, estate planning, financial planning, and retirement planning.
As your knowledge and planning skills grow, you provide benefits education and financial planning guidance to a growing base of executives. In partnership with multiple Executive Planning Consultants, you implement a structured client contact strategy.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
Relationship ManagementBenefits Consultant Jobs by Experience Level
See All 167+ Benefits Consultant Jobs
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Find Benefits Consultant JobsBenefits Consultant Job Market
Who's Hiring
- Mercer15
- Pacific Life11
- Alliant Insurance Services9
- Gallagher8
- WTW7
Top Industries Hiring
- Insurance29
- Consulting & Professional Services8
- Accounting & Auditing4
- Technology & Software3
What Employers Look For
The qualifications that appear most often in benefits consultant jobs.
- Bachelor's degree in human resources, business administration, or a related field
- Active state life and health insurance license or willingness to obtain one
- Experience managing employee benefits programs including medical, dental, and vision plans
- Proficiency with benefits administration platforms such as Benefitfocus, Workday, or ADP
- Strong knowledge of ERISA, ACA compliance requirements, and COBRA administration
- CEBS, GBA, or comparable professional certification preferred by most employers
Tips for Your Benefits Consultant Job Search
Tailor your resume to plan types
Recruiters scan for the specific plan types you've managed, whether that's self-funded medical, 401(k), FSA, or COBRA administration. Name them explicitly in your work history rather than listing generic benefits experience, so your resume clears keyword filters.
Highlight your licensure and certifications
A CEBS, GBA, or state life and health insurance license often separates shortlisted candidates from screened-out ones. Put certifications in a dedicated section near the top of your resume so hiring managers spot them before reading a single bullet.
Filter openings by client segment focus
Benefits consultant roles differ significantly depending on whether a firm serves small-group, mid-market, or large-employer clients. Target postings that match the segment you know best, since your benchmarking data, renewal strategy, and carrier relationships won't transfer cleanly across segments.
Apply early to roles that fit
Migrate Mate lists benefits consultant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a renewal case study for interviews
Interviewers in this field routinely ask you to walk through a renewal you managed. Prepare a concise example that covers the employer's challenge, the plan changes you recommended, and the outcome, even if the outcome was simply holding renewal flat in a hard market.
Negotiate using a total compensation framing
When discussing offers, anchor your ask to base salary plus commission structure, book-of-business ownership, and continuing education allowance together. Benefits consultants who negotiate only on base often leave significant variable compensation and licensing support on the table.
Benefits Consultant Jobs: Frequently Asked Questions
Which companies are hiring the most benefits consultants?
The companies hiring the most benefits consultants right now include Mercer, Pacific Life, and Alliant Insurance Services, with the largest share of openings in California, Texas, and Florida, based on current listings on Migrate Mate as of September 2026. Demand is concentrated at insurance carriers, national benefits brokerages, and mid-to-large employers with in-house benefits teams.
How many benefits consultant jobs are remote?
About 74% of benefits consultant openings are fully remote or hybrid as of September 2026, reflecting the role's heavy reliance on phone and video-based client consultations. Enrollment support, compliance advisory, and carrier negotiation work tend to be the most remote-friendly sub-functions, while onsite open enrollment facilitation roles typically require local travel.
How do you become a benefits consultant?
Start by earning a bachelor's degree in human resources, business, or finance, then obtain a state life and health insurance license, which is required for roles that involve selling or advising on insured products. Build experience through HR generalist, benefits administrator, or insurance brokerage positions. Pursue a CEBS or GBA designation to advance into senior advisory or consulting roles.
Can you get hired as a benefits consultant with little experience?
Entry-level benefits consultant roles do exist, particularly at large brokerages and insurance carriers that hire associates to support senior consultants during open enrollment and renewal cycles. Emphasize any internship or HR coordinator experience, your benefits administration coursework, and your progress toward licensure. A willingness to earn a life and health license quickly is often the deciding factor for employers considering candidates with limited experience.
What does the benefits consultant interview process look like?
Most hiring processes include an initial phone screen with HR, a technical interview focused on plan design knowledge and ACA compliance, and a final round with a hiring manager or team lead that includes a case study or role-play scenario. Some brokerages add a presentation component where you walk through a mock renewal or open enrollment strategy to demonstrate client-facing communication skills.
Where can I find and apply to benefits consultant jobs?
You can find and apply to benefits consultant jobs on Migrate Mate, which lists current openings from employers across the United States. Search the listings to find roles that match your experience and specialization, then apply directly to each one that fits.
See All 167+ Benefits Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
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