Small Business Sales Specialist - Dallas/Fort Worth

Sun Life•Dallas, TX

1d•Hybrid

About The Position

The Small Business Sales Specialist (SBSS) acquires new clients with 10–50 employees by selling Sun Life’s group benefits portfolio. The role focuses on building relationships, providing timely and accurate quotes, and partnering internally to secure profitable business opportunities that meet client needs. The specialist supports the Dallas/Fort Worth or Austin, Texas territory and must reside in the territory being supported. Sun Life uses a hybrid work model balancing in-office collaboration with virtual work. The position has an annual base salary of $50,000, with the opportunity to earn variable incentive compensation through a sales incentive plan.

Requirements

1–2 years of insurance or related sales experience; group insurance experience is preferred.
Working knowledge of benefits technology.
Strong marketplace awareness and ability to build and maintain local networks.
Excellent consultative/value-selling, negotiation, analytical/problem-solving, time-management, and relationship-management skills.
Must reside in the territory being supported: Dallas/Fort Worth or Austin, Texas.

Nice To Haves

Life, Accident, and Health insurance license preferred.
Experience in group insurance preferred.

Responsibilities

Achieve individual annual sales goals exceeding $3,000,000 and meet product targets.
Sell and market group life insurance, long- and short-term disability, dental and vision, and supplemental health products.
Develop and maintain relationships with insurance brokers, general agents, and consultants.
Create and execute a strategic business plan for the designated territory.
Prospect new clients and develop a book of business through remote and virtual engagement.
Build internal relationships to maximize performance and develop specialized client solutions and retention strategies.
Provide timely, accurate quotes that meet client needs and support profitable growth.
Execute sales strategies and develop underserved markets through remote work and local presence.
Enhance key broker interactions and deepen relationships with top brokers.
Analyze broker scorecards, use available intelligence, and implement effective selling strategies.
Conduct proactive client outreach through education, events, and networking.
Drive new business activities, including calls, meetings, proposals, presentations, negotiations, and closing.
Maintain accurate records and track progress in Salesforce.
Lead deal execution and negotiations as a deal maker and closer.
Strategically plan business development activities.
Assist with cases above 50 lives as required to contribute to broader market sales goals.
Stay informed about industry trends and the competitive landscape.
Participate in ongoing training and professional development opportunities.

Benefits

Generous vacation and sick time.
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.