Open to opportunities

Brendan Fahey

@brendanfahey

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Senior employee benefits consultant driving cost-effective plan design and client-focused solutions.

United States

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What I'm looking for

I seek a role advising employers on benefits strategy and compliance where I can drive cost-effective plan design, grow client relationships, and lead business development.

I am a seasoned employee benefits consultant with twenty-three years of experience advising middle-market and small employers on benefits strategy, compliance, and cost containment. I build and strengthen client relationships, bring in new accounts, and deliver measurable results through strategic plan design and cross-selling across benefits and P&C lines.

My background includes leadership roles in agency sales and financial planning, recruiting and developing advisors, and partnering with C-level stakeholders to implement sustainable programs. I hold a Life and Health Insurance License (MD) and a proven track record of business development, client retention, and recognized production achievements.

Experience

Work history, roles, and key accomplishments

Current

VP, Employee Benefits Consultant

Current

USI Insurance Services

May 2024 - Present (2 years 1 month)

Provide employee benefits consulting and strategic guidance to companies with 10–500 employees, onboarding new client groups and strengthening existing accounts to deliver cost-effective plan design and compliance support.

Plan Design Compliance Client Relationship Management Employee Support

Benefits Consultant

Diversified Insurance Industries

Jan 2023 - May 2024 (1 year 4 months)

Cultivated strategic client relationships to enhance cross-selling between employee & executive benefits and P&C lines, expanding the client base and implementing collaboration initiatives to drive growth.

Cross Selling Stakeholder Engagement Business Development Relationship Building Collaboration

Agency Sales Manager

Thompson Financial Group

Jan 2022 - Dec 2022 (11 months)

Directed recruitment, development, and retention of financial professionals and led growth initiatives while overseeing expansion of a risk management practice.

Sales Management Recruitment Retention Risk Management Business Growth Leadership

Corporate Benefits Consultant

AssuredPartners

Jan 2019 - Dec 2022 (3 years 11 months)

Advised middle-market employers on health and welfare benefit plans, delivered cost-containment strategies, and built new business through client prospecting and C-level relationship management.

Cost Management Business Development benefits analysis Client Management

Financial Advisor / Partner

Northwestern Mutual

Jan 2010 - Dec 2019 (9 years 11 months)

Built and managed a financial planning practice and partnership delivering wealth management, insurance, retirement, and estate planning solutions while earning multiple production and client service awards.

Financial Planning Wealth Management Retirement Planning Estate Planning Client Relationship Management