Role Description

Leads enterprise‑level, high‑visibility client engagements with complex funding and service models. This role serves as a trusted executive advisor, drives business development, and leads teams or initiatives with significant market or enterprise impact.

ESSENTIAL JOB DUTIES include but are not limited to:

Book of Business: Oversight of highly complex, high-revenue, high-visibility book with enterprise-level clients, often with complex funding models and custom service structures that require very high service intensity and deep strategic engagement.

Serves as a trusted advisor to key client stakeholders and is an expert in the client lifecycle process.

Drives business development and prospect strategy as a subject matter expert serving the Employee Benefits department.

Maintains networking with carriers and clients.

Shapes and influences market‑level and enterprise‑level advantages strategy.

Coaches, mentors, and develops staff and ensures team members receive support needed to grow.

Key strengths and traits include but are not limited to:

Driving results

Achievement motivation & perseverance

Business acumen; tactical to strategic

Visionary thinking

Emotional intelligence

Influence/persuasion – for enterprise impact

Drives innovation

Qualifications

Active Life & Health License

8+ years relevant experience

Technical application skills: Advanced Excel, expert level fluency in self‑funding, captives and alternative funding strategies

Market facing subject matter expert; ability to inform strategy through deep industry insight The anticipated posting timeline for this opportunity is 09/08/2026-10/82/2026.

Salary Range

$120,000—$150,000 USD

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family,



you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

FSA

HSA

Pre-Tax Parking Plan

401(k)

Life/AD&D;

Accident

Critical Illness

Hospital Indemnity

Long Term Care

Short-term Disability

Long-term Disability

Business Travel Accident

Identity Theft

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Well-Being Stipend

Personal and Professional Development In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team





We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

Business Insurance Magazine – Best Places to Work in Insurance

US Insurance Awards – Community Outreach Project of the Year

U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist

Inc.

Magazine Best

Workplaces

Inc. 5000 – List of Fastest Growing Companies

Alaska Journal of Commerce – Best Workplaces in Alaska

Charlotte Business Journal – Best Places to Work

Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies

Connecticut Top Workplaces

Dallas Business Journal – Best Places to Work

Denver Business Journal – Best Places to Work

Denver Business Journal – Fast 50

Kansas City Business Journal – Best Places to Work Los Angeles Business Journal – Best Places to Work

Puget Sound Business Journal – Washington’s Best Workplaces

Tampa Bay Times – Best Workplaces The Salt Lake City Tribune Top Workplaces

Utah Business – Best Places to Work

Wichita Business Journal – Best Places to Work

This is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

📌 Client Executive (Employee Benefits) (Picton)
🏢 IMA Financial Group
📍 Picton