What do benefit advisers Christopher Caldari, Amy Kinsman and
They are among 20 new
“My boldest prediction for the benefits advisory industry is that we will see a strong shift to next-generation consultants. With current consultants moving out of the market due to retirement, this will present a huge opportunity for younger professionals to move into an exciting field,” says Caldari, 26, a consultant with Corporate Synergies.
Other young leaders focused on lifelong learning as an important mindset to adopt.
“Communication and continued education” are key skills of all successful advisers, says Amy Kinsman, 28, a retirement plan consultant with Cafaro Greenleaf. “It’s important to keep up with industry regulations” to keep clients informed.
As his inspiration, Edwige Ligondé thought back to memories of his mother, a family nurse practitioner, coming home from work and telling stories of patients struggling to understand the healthcare system. His mother recalled patients who wouldn’t follow doctor’s recommendations because they couldn’t afford health insurance.
“No one’s helping these people out with their healthcare needs,” Ligondé, 33, told associate editor Caroline Hroncich, who writes about him and his work as a vice president at Nielsen Benefits Group in Westlake Village, California, where he’s generated more than $1 million in new business revenue. “They aren’t taking the recommendations of their doctor just because they don’t understand their insurance plan,” Ligondé adds. “It was an anomaly to me.”
