Small Business Sales Specialist - Dallas/Fort Worth
About The Position
Sun Life U.S. is a leading provider of employee and government benefits, serving approximately 50 million Americans. We offer a wide range of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. With over 6,400 employees and associates, we operate nationwide. Our purpose is to help clients achieve lifetime financial security and live healthier lives, guided by our values of caring, authentic, bold, inspiring, and impactful. Joining Sun Life means working with passionate colleagues and empowering leaders who support your growth and celebrate your contributions.
Requirements
- 1-2 years of insurance or related sales experience, preferably in group insurance
- Working knowledge of benefits technology
- Strong marketplace awareness and ability to build/maintain local networks
- Excellent skills in Consultative/Value Selling
- Excellent skills in Negotiation
- Excellent skills in Analytical/Problem Solving
- Excellent skills in Time Management
- Excellent skills in Relationship Management
Nice To Haves
- Life, Accident, and Health insurance license preferred
Responsibilities
- Achieve individual sales goals exceeding $3,000,000 annually
- Sell and market a broad portfolio of products, including Group Life Insurance, Long Term Disability, Short Term Disability, Dental & Vision, and Supplemental Health Products
- Develop and maintain relationships with insurance brokers, general agents, and consultants
- Create and execute a strategic business plan for your designated territory
- Prospect new clients and develop a book of business through remote/virtual engagement
- Meet product targets and individual sales goals
- Build internal relationships to maximize performance, create specialized client solutions and retention strategies
- Provide timely, accurate quotes that meet client needs and represent profitable growth
- Execute sales strategies resulting in profitable growth
- Develop underserved markets through remote work and local presence
- Enhance key broker interactions and deepen top broker relationships
- Analyze broker scorecards, leverage intelligence, and implement effective selling strategies
- Conduct proactive client outreach through education, events, and networking
- Drive new business activities (calls, meetings, proposals, presentations, negotiations, closing)
- Maintain accurate records and track progress in Salesforce
- Act as a deal maker/closer in sales execution and negotiation
- Strategically plan business development activities
- Contribute to larger market sales goals by assisting with cases above 50 lives, as required
- Stay informed about industry trends and competitive landscape
- Participate in ongoing training and professional development opportunities
Benefits
- Generous vacation and sick time
- Market-leading paid family, parental and adoption leave
- Medical coverage
- Company paid life and AD&D insurance
- Disability programs
- Partially paid sabbatical program
- 401(k) employer match
- Stock purchase options
- Employer-funded retirement account
- Flexible, inclusive and collaborative work environment that supports career growth
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
