Wellness Consultant Resume Samples

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JJ
J Jacobs
Jacques
Jacobs
426 Everette Isle
Phoenix
AZ
+1 (555) 984 1564
426 Everette Isle
Phoenix
AZ
Phone
p +1 (555) 984 1564
Experience Experience
Houston, TX
Wellness Consultant
Houston, TX
Willms LLC
Houston, TX
Wellness Consultant
  • Works collaboratively with the LW Program Manager, to develop programming that aligns with the hospital’s strategy, objectives, and budget
  • Assists in the coordination of a network of wellness champions
  • Keeping management apprised of member concerns and following manager’s policies, procedures and direction
  • Lead the design, development, implementation, and promotion of Wellness at OneAmerica
  • Manage all the linkages for wellness incentives for contribution to an HSA or HRA
  • Develop innovative programs and services to foster a culture of Wellness
  • Plan and execute company wellness activities throughout the year
Chicago, IL
Health & Wellness Consultant
Chicago, IL
Hansen-Boehm
Chicago, IL
Health & Wellness Consultant
  • Assists with reports and data and develops client-facing presentation content illustrating findings and recommendations
  • Performs other duties as assigned by manager
  • Ensures client clinical strategy is being implemented and makes recommendations for improvements
  • Perform individual lifestyle consultations such as health checks, physical activity and nutritional assessments
  • Manages service issues and monitors program impact
  • Organize and coordinate health and wellness initiatives at a targeted office
  • Report and meet on a weekly basis with the wellness expert responsible for the program in the US
present
Los Angeles, CA
BB&T Work Financial Wellness Consultant
Los Angeles, CA
Altenwerth Inc
present
Los Angeles, CA
BB&T Work Financial Wellness Consultant
present
  • Make calls to the decision-makers of companies to promote the BB&T@Work Financial Wellness benefits package and establish employee communication strategies
  • Make sales calls to decision-makers of companies to sell the BB&T@Work benefits package and establish employee communication strategies
  • Provide leadership to retail teams and train individuals designated as BB&T@Work Champions to develop an extended sales force
  • Develop relationships with internal partners in order to maintain their awareness of BB&T@Work Financial Wellness and foster referrals and client introductions
  • Develop relationships with internal partners in order to maintain awareness of BB&T@Work and foster referrals
  • Provide leadership and training to retail teammates to develop an extended sales force
  • Represent BB&T through community and professional involvement in groups and associations to develop contacts for potential business
Education Education
Bachelor’s Degree in Kinesiology
Bachelor’s Degree in Kinesiology
University of Pittsburgh
Bachelor’s Degree in Kinesiology
Skills Skills
  • Possess basic math and cash handling experience
  • Have strong phone and computer skills
  • Be able to prioritize and perform multiple tasks
  • Possess general knowledge of massage and esthetic services and modalities
  • Work cohesively with others in a fun and fast-paced environment
  • Have a strong customer service orientation and be able to communicate effectively with members and guests, prospective clients, vendors, and the franchised location’s management and team
  • Maintain client confidentiality
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7 Wellness Consultant resume templates

1

Benefits & Wellness Consultant Resume Examples & Samples

  • Deliver Perth office wellness initiatives
  • Liaise with external wellness providers
  • Support the on-boarding of new benefits
  • Generate new ideas through research to maintain the wellbeing program
  • Compose communication material that improves employees awareness of the wellbeing and benefit offerings
  • Assist with the development of Benefit CHS (website) content to enhance information and the current benefit program
  • We’re looking for people with the following
  • Degree in Human Resources or other relevant discipline preferred
  • Experience with administrating wellness programs or HR administration experience
  • Knowledge of HR program administration, HR policies and practices
  • Initiative and willingness to learn
2

VP Financial Wellness Consultant Resume Examples & Samples

  • Must possess the ability to interact with Leadership Teams and Employees at all levels across the organization
  • Industry knowledge of financial wellness trends
  • Strong client sales experience, including client need identification and solution delivery
  • Strong relationship building, development and maintenance skills
  • Ability to influence product partners to deliver integrated solutions to clients
  • Excellent written and verbal communication with both internal partners and clients
  • Superior time management, organizational and prioritization skills- comfortable managing multiple tasks simultaneously
  • Effective in navigating the organization
  • Working knowledge of all workplace financial solutions, including general financial education, Money Network, Retirement Services, Healthcare Accounts-HSA, Edge, FSA channel, Mortgage in-person seminars, and Wealth Management
  • Experience with Business Banking, Global Commercial Banking (GCB) and GCIB organizations preferred
  • Ability to work as part of team, under pressure to achieve goals
  • Flexible, positive, high-energy and self-motivated
  • Series 7 & 66 licenses
3

Consultant, Wellness Solutions Resume Examples & Samples

  • High School Diploma or GED required; Bachelor’s degree preferred
  • The most qualified candidates will have a Master's degree
  • 5 years experience in development and implementation of successful worksite wellness strategies
  • Expert knowledge with health and welfare benefits, wellness and health management
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Strong consultative skills and experience strongly desired
  • Must be able to travel based on client and business needs
4

Health & Wellness Planning Consultant Resume Examples & Samples

  • Significant
  • Prior success leading strategic planning processes
  • Strong preference for candidates with prior experience in a charter or independent school environment
  • Outstanding written and oral communication skills
  • Proactive problem solver who demonstrates initiative
  • Demonstrated ability to work well with others and build relationships across teams
  • Strong work ethic coupled with enthusiastic and passionate approach to one’s work
  • Commitment to the belief that all students can learn and to the mission of educational equity
5

Senior Organizational Consultant, Wellness Resume Examples & Samples

  • Establish a valued and trusted partnership with stakeholders, including external clients and internal partners, effectively managing a seamless and valued client experience
  • Contribute at a strategic level to the development of the plan sponsor's business plans to achieve specific healthy organization and disability objectives
  • Collaborate with plan sponsors to design a long-term strategy and roadmap to address pressing issues identified during the assessment phase, and align with business objectives
  • Builds and maintains highly effective relationships with all stakeholders, both internal and external, with strong communication and influencing skills
  • Demonstrates deep knowledge and skill gained from experience in organizational health, with a focus on wellness and mental health
  • Proven ability to recognize and diagnose client issues, work in teams and leverage the resources of other related practices to address client challenges and drive change
  • Deep familiarity with organizational health best practices, particularly with respect to wellness and mental health
  • Deep familiarity and experience with the National Standard for Psychological Health and Safety in the Workplace
  • Exceptional presentation skills and executive presence with polished written and oral communication skills
  • Exceptional ability to build and maintain strong relationships with clients and internal partners
  • Demonstrates extensive knowledge and skill gained both through deep experience and involvement in diverse practices of workplace wellness and mental health theory and practices
  • Superior influencing skills and talent working collaboratively across virtual teams, to achieve shared outcomes
  • Continuous learner; maintains strong technical knowledge by staying up to date on trends and research, professional development and participation in industry forums
  • Specialty in workplace wellness, health promotion and/or organizational-industrial psychology
  • University degree in Psychology or a health related field
  • 5-7 years’ experience and success in the management/design of organizational health plans at a consulting or leadership level
  • Customer-facing experience and expertise
  • LI-WJ1
6

Health & Wellness Consultant Resume Examples & Samples

  • Organize and coordinate health and wellness initiatives at a targeted office
  • Support the Wellness expert in coordinating health and wellness initiatives offered in the US
  • Build customized promotional plans to reach benchmarks of participation
  • Coordinate logistics of each initiative in collaboration with local ambassadors or vendors
  • Collect and analyze data following the occurrence of initiatives by a predetermined deadline: participation, budget and satisfaction
  • Collaborate with external vendors to optimize and promote the wellness services available to employees
  • Perform individual lifestyle consultations such as health checks, physical activity and nutritional assessments
  • Hold regular meetings with local CGI members nominated as ambassadors of the health and wellness program
  • Report and meet on a weekly basis with the wellness expert responsible for the program in the US
  • Performs other duties as assigned by manager
  • 1-3 years of experience in corporate health and wellness
  • Event Management
  • Human Resources
7

Defined Contribution & Financial Wellness Consultant Resume Examples & Samples

  • BA/BS 10+ years’ DC industry experience
  • 10 years or more experience with retirement plans; Defined Contribution and 401(k) plan experience essential - Experience with 403(b) - Non-Profit Organizations and 457 – Government plans an added benefit, but not required
  • Demonstrated experience in a client management and leadership role, able to handle complex client issues on a day-to-day basis, professional attitude, able to evaluate issues, objections, operational and plan design issues; excellent personal, consultative and communication skills, etc
  • Familiar with plan design alternatives and limitations relating to defined contribution plans
  • Strong presentation skills; Polished, professional countenance
  • Clean Form U-4 with FINRA. No “Yes” answers on Form U-4
8

BB&T Work Financial Wellness Consultant Resume Examples & Samples

  • Identify and prioritize qualified BB&T@Work company prospects
  • Make sales calls to decision-makers of companies to sell the BB&T@Work benefits package and establish employee communication strategies
  • Develop sales strategies with internal partners and through self-prospecting efforts
  • Conduct sales presentations and account opening sessions for employees of participating businesses and meet sales goals
  • Maintain comprehensive knowledge of the BB&T@Work program, account opening procedures and competitive products in local markets
  • While a specialist in BB&T@Work and deposits, also act as a generalist banker and share BB&T value story on all calls, carefully listening to other financial needs clients may have and getting them connected with appropriate team members
  • Proactively call on small commercial prospects to win commercial deposit relationship along with BB&T@Work
  • Act as primary sales agent for retail Health Savings Accounts in companies with less than 100 employees
  • Develop relationships with internal partners in order to maintain awareness of BB&T@Work and foster referrals
  • Provide leadership to retail teams and train individuals designated as BB&T@Work Champions to develop an extended sales force
  • Integrate retail and business teams for seamless delivery of the Perfect Client Experience
  • Represent BB&T through community and professional involvement in groups and associations to develop contacts for potential business
  • Proactively cultivate Centers of Influence to keep an active source of referrals
  • Bachelor's degree, or equivalent education and related training
  • Three years of banking or financial-related work experience, or proven success in a sales-driven position
  • General knowledge of all services offered by BB&T
  • Ability to understand financial needs of retail and commercial clients, and identify/refer beneficial opportunities
  • Ability to professionally interact with senior management of companies and all segments of retail market
  • Ability to effectively communicate with a broad range of individuals across multiple cultural backgrounds
  • Ability to speak fluent English
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • Ability to travel, occasionally overnight
  • Graduate of BB&T’s Leadership Development Program or similar training program at a financial institution
  • Ability to speak fluent Spanish
9

Wellness Consultant / Sales Associate Resume Examples & Samples

  • Provide excellent service to members/ guests by answering
  • Sales and customer service experience preferred
  • Ability to effectively communicate with members/ guests on
10

Wellness Sales Consultant Resume Examples & Samples

  • Be dependable and available to work a flexible schedule that can include nights, weekends, and holidays
  • Be willing to learn and implement in-depth training provided by the company
  • Have previous customer service/sales experience
  • Have a positive can-do attitude and work well as part of a team
11

Program Wellness Consultant Resume Examples & Samples

  • Graduate degree, professional designation related to field or project management experience preferred
  • Certification to teach some basic wellness related classes a requirement
  • Must have the ability to work in a busy environment, meet aggressive deadlines, be detailed oriented, prioritize as necessary, excellent organizational and presentation skills
  • Must be self-motivated, a quick learner and enjoy working both internally and externally
  • Requires travel within state of New York
12

Senior Defined Contribution & Financial Wellness Consultant Resume Examples & Samples

  • Significant experience of defined contribution pensions is essential
  • Experience of having relationships at both the trustee and corporate level
  • Capable of having wider conversations than pensions i.e. financial wellness and workforce strategy
  • A track record of winning new clients and growing revenue
13

Wellness Consultant Resume Examples & Samples

  • Serves as an on-site referral for all of the wellbeing benefits available to employees
  • Manage and direct resources, which may include people, data, processes, and/or financial plans
  • Evaluate and develop programs based on employee health risk/employee needs as well as the program’s successes
  • Gather and analyze data to measure success on wellness programs and initiatives. Create well-defined metrics to measure the success of the programs. Analyze data collected from health risk assessments, biometric screenings, EAP, employee demographics, claims data warehouse, etc
  • Teach and coach group fitness classes
  • In collaboration with LW Manager, prepare and implement budget, dashboards, and other metrics. Provide comprehensive monthly reporting on goal achievement, participation rates, programs, and outcomes as well as a comprehensive annual planning reporting
  • Conduct benchmarking analysis and environmental and culture assessments to aid in program development
  • Assists in the coordination of a network of wellness champions
  • Proven skills in program development, implementation, marketing, and health promotion
  • Strong interpersonal communication and customer service skills with the ability to motivate others, work both independently and as a part of a team with enthusiasm, initiative and creativity
  • Strong organizational and time-management skills. Able to attend to detail, work under deadlines, and prioritize
  • Ability to lead special projects and initiatives
  • Bachelor’s degree required, with specialty in health promotion, wellness or a related field preferred
  • Current First Aid, CPR and AED Certification
  • 3-5 years of work experience with the delivery and management of corporate- based health promotion, workplace population management, wellness programming, health coaching or similar experience
14

Senior Defined Contribution Financial Wellness Consultant Resume Examples & Samples

  • BA/BS
  • Demonstrated experience in a client management role, able to handle client inquiries on a day-to-day basis, professional attitude, able to evaluate issues, objections, operational and plan design issues; excellent personal, telephone and communication skills, etc
  • Familiarity with fiduciary issues related to the establishment, operation and maintenance of retirement plans under ERISA
  • Some familiarity with legal and regulatory issues relating to compliance with IRS and Department of Labor requirements for retirement plans
  • FINRA Securities licenses: Series 6 or 7, Series 63, and Series 65 or 66 as appropriate. Life and Health licenses with variable annuity authority. If no securities licenses are held, willing to sit for examinations and licensing
15

BB&T Work Financial Wellness Consultant Resume Examples & Samples

  • Develop sales strategies with internal partners and through self-prospecting efforts. Focus efforts on Corporate and large Commercial segment
  • Seven years of banking or financial-related work experience, sustained success in BB&T@Work Financial Wellness Consultant II role, or proven success in a sales-driven position
  • Ability to professionally interact with senior management of large commercial and corporate companies and all segments of retail market
16

BB&T Work Financial Wellness Consultant Resume Examples & Samples

  • Develop call strategies with internal partners and through self-prospecting efforts. Focus efforts on Corporate and Commercial segments
  • Identify and prioritize qualified BB&T@Work Financial Wellness company prospects
  • Make calls to the decision-makers of companies to promote the BB&T@Work Financial Wellness benefits package and establish employee communication strategies
  • Conduct Financial Wellness presentations and account opening sessions for employees of participating businesses, and meet behavior and sales goals
  • Maintain comprehensive knowledge of the BB&T@Work Financial Wellness Program, account opening procedures and competitive programs and products in local markets
  • While a specialist in BB&T@Work Financial Wellness and deposits, also act as a generalist banker and share the BB&T value story on all calls, carefully listening for other financial needs clients may have and getting them connected with the appropriate team members
  • Develop relationships with internal partners in order to maintain their awareness of BB&T@Work Financial Wellness and foster referrals and client introductions
  • Provide leadership and training to retail teammates to develop an extended sales force
  • Represent the Bank through community and professional involvement in groups and associations
  • Proactively cultivate Centers of Influence
  • Bachelor's degree or equivalent education and related training
  • Proven leadership ability; ability to positively influence and gain buy-in of constituents
  • Understand financial needs of retail and commercial clients, and possess ability to identify/refer beneficial opportunities for these clients
  • Ability to travel on a frequent basis, occasionally overnight
17

Sales Wellness Consultant Resume Examples & Samples

  • Answering phone calls
  • Accepting constructive criticism in a positive manner and using it as a learning tool
  • Have previous customer service experience (preferred)
  • Be able to prioritize and perform multiple tasks
18

Senior Wellness Consultant Resume Examples & Samples

  • Data Analysis: Identifies data source, gathers and analyzes data relevant to processes identified for process improvement initiatives. May recommend data requirements
  • Research: May research and summarize best practice standards relevant to process management. Makes recommendations on appropriate solutions based on research
  • Process Architecture: Designs processes using defined methods. Ensures process mapping is complete; provides feedback and guidance to less senior analysts/consultants. Interviews stakeholders and process owners to define processes
  • Process Recommendations: Prepares process recommendation documents, including presentations, process maps, supporting metrics, business requirements and related impact analyses for less complex processes or for portions of larger or inter-related processes
  • Performance Management & Control: Develops performance metrics to establish process success. Reviews data post- implementation to measure outcomes and impacts. May develop recommendations to minimize impacts
  • Change Management: Participates in change management activities associated with process improvement. Engages leadership and stakeholders to obtain support and buy in for changes. Partners with management, project champions, and process owners to align process improvement initiatives with business objectives
  • Minimum two (2) years of process improvement, consulting, or related business experience
  • Minimum five (5) years of process improvement, consulting, or related business experience preferred
  • Health care or insurance experience preferred
19

Benefits & Wellness Program Consultant Resume Examples & Samples

  • Project and team management skills and experience. Capability of effective planning and priority setting
  • Ability to manage multiple projects and meet deadlines
  • Strong analytical and problem-solving skills and thorough knowledge of benefits
  • Knowledge of pertinent federal and state regulations and compliance requirements
  • Excellent interpersonal skills to interact with all levels of management, staff, and consultants, internal and external
  • Strong proficiency in the use of Microsoft applications (such as Word, Excel) and experience with database systems
  • Performs complex ongoing analytical work to ensure plans are operating efficiently and are compliant with Plan and federal guidelines including Affordable Care Act federal reporting and retirement plan reconciliations
  • Partners with Sr. Director for benefit and wellness planning and analysis and to provide support for special projects
  • Assists with the design of the wellness program to encompass all area of total well-being, physical, mental, spiritual and financial
  • Administers the wellness program on a day-to-day basis
20

Wellness Consultant Resume Examples & Samples

  • Lead the design, development, implementation, and promotion of Wellness at OneAmerica
  • Manage all vendors responsible for wellness initiatives at OneAmerica including the onsite clinic provider, national gym network, EAP provider, online resource vendors (websites and apps) and coaching resources
  • Develop innovative programs and services to foster a culture of Wellness
  • Develop materials and resources for use in promoting OneAmerica’s wellness programs
  • Promote Wellness Program brand to drive employee engagement of the wellness strategy and programming
  • Model the appropriate behaviors and lifestyles that promote a healthy lifestyle
  • Plan and execute company wellness activities throughout the year
  • Manage all the linkages for wellness incentives for contribution to an HSA or HRA
  • Monitor medical plan spend to determine correlation between wellness efforts and changes in the medical plan expenses
  • Collaborate as a member of the Compensation team
  • Assist the Compensation group with daily requests for non-exempt salary reviews from Talent Acquisition providing turnaround according to the business SLA. (up to 8 hours per week)
  • Assist Compensation group throughout the year during various merit cycles
  • Provide assistance with any other Compensation group needs to meet the expectation of 8 hours per week
21

Senior Worksite Wellness Consultant Resume Examples & Samples

  • Work directly with the employer client to plan and execute components of the population health and wellness plan
  • Represent THP Wellness capabilities to potential employer clients
  • Serve as key contact for development of RFP responses related to wellness
  • Create and refine health promotion materials to meet the needs for worksite wellness programming and population health programs
  • Evaluate and manage contracted worksite wellness vendor performance and assess and implement opportunities for potential new vendor capabilities
  • Oversee the management of worksite wellness expenditures
22

Front Desk & Wellness Consultant Resume Examples & Samples

  • Promoting and selling the Wellness Membership Program
  • Re-engaging inactive members
  • Possess general knowledge of massage and esthetic services and modalities desired