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Transactional Advisor – EB

Remote, USA Full-time Posted 2025-05-22

Job title: Transactional Advisor – EB in Houston, TX - Dallas, OR at The Rogan Group


Company: The Rogan Group


Job description: Our client, a Top 15 National Broker with over $3.5B in revenue and 8,000+ staff members is looking to fill a Transactional Advisor role responsible for carrying out the Employee Benefits Insurance due diligence process for their private equity and corporate clients, communicating transactional deal issues as they arise, and delivering the final written findings to the client.Candidate can be located anywhere in the Eastern or Central US.Client Profile:
  • Top 15 National Insurance Broker
  • $3.5B in revenue, Midwest region $450 million in revenue
  • 8, 500+ staff
  • 100+ locations globally
  • 11% growth rate
  • Privately owned
  • Named Best Places to Work
  • Member Diversity & Inclusion Institute
Qualifications:
  • 5+ years EB coverage, programs and services experience within a retail brokerage environment
  • Understanding of risk financing and risk management concepts and applications
  • Experience and knowledge with M&A processes and Private Equity deal environment
  • Minimum of a Bachelor's Degree in a business-related field or equivalent experience and/or work experience.
  • Insurance designations a plus
  • Advanced working knowledge of Microsoft Office
For additional information contact Ryan Rogan, or call 443-913-6397.The Rogan Group, Inc. - is an Executive Search firm that specializes in the Insurance Industry. With our headquarters in Maryland and remote recruiters around the country we are able to conduct projects on a Local, Regional & National basis. Projects come from all areas of the industry, but we do place an emphasis on the Insurance Distribution sector with Production and Management openings being our focus. This work covers both the P&C and L&H sides of the business. To review all of our insurance job openings, please visit our website at .


Expected salary:


Location: Houston, TX - Dallas, OR


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