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The Olson Group

The Olson Group

Employee Benefits Consulting

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Join Our Team

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Open Positions

Account Executive

The Account Executive is responsible for maintaining the relationship with the client, providing services that are suitable and developing rapport for small to mid-sized clients. This role will be responsible for delivering good customer service and responding promptly to queries and concerns. The Account Executive must have detailed knowledge of client portfolio of products and how they function.

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Benefit Technology Specialist/Account Manager

We are seeking to add a Benefit Technology Specialist/Account Manager to our team! The role of this position is to assist the Benefit Technology Manager in the daily functions of our proprietary online enrollment platform. It is the Benefit Technology Specialist that will provide support during the initial setup, client support, client audits and benefit enrollments. 

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Employee Benefits Consultant- Sales

Outstanding earning potential!

Our company is looking for an outgoing Employee Benefits Consultant to be responsible for generating leads and meeting and beating sales goals. Duties will include following up on sales leads, sales presentations and product demonstrations, as well as negotiating contracts with future clients.

In order to be successful in this role, you will need to have a deep understanding of employee benefits, the sales process and dynamics, and also excellent interpersonal skills. Previous experience in health insurance and sales is an advantage.

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Retirement Manager

Fast-paced, growing company with long-term clients!


The Retirement Manager will promote the collaboration and teamwork in the retirement services division. Provide relationship management for clients, assisting with sales proposals, creating sales materials and delivering presentations for new business, and coordinating client and participant inquiries. The position will work closely with our Broker Dealer to ensure compliance for existing clients, new clients transitioning to The Olson Group and with internal staff.

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Securities and Insurance Disclaimer

Tim Olson, Jeff Wallace, Sandy Whitehead, Steve Knapp, and Julie Nelson are registered representatives with Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge Investment Research, Inc is registered to do business in all 50 United States. Tim Olson is licensed to offer securities and insurance products in AZ, CO, IA, KS, MN, MO, NE, NJ, SD, and WY. Jeff Wallace is licensed to offer securities and insurance products in AZ, CO, IA, KS, MN, MO, NE, NJ, SD, TX, VA, WI, and WY. Sandy Whitehead is licensed to offer securities and insurance products in CO, DE, NE, KS, MN, WY, IA, and SD. Steve Knapp is licensed to offer securities and insurance products in IA, KS, MO, and NE. Julie Nelson is licensed to offer securities and insurance products in CO, KS, and NE. The information included herein should not be considered a solicitation or an offer to sell products in any state besides those in which Tim Olson, Jeff Wallace, Julie Nelson, Sandy Whitehead, and Steve Knapp are properly licensed. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. The Olson Group is not affiliated with Cambridge Investment Research, Inc.

Check the background of this firm on FINRA’s BrokerCheck Member FINRA / SIPC.

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