Workplace Benefits Solutions – Corporate Market

Bank of AmericaPhoenix, AZ
330d

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Partners with Global Commercial Bank (GCB) relationship managers to identify employee benefits sales opportunities (Defined Contribution, Defined Benefit, NQDC, Equity, Health Benefit Solutions). Coordinates pipeline with RMs and sales teams. Develops and leverages strategies for client engagement and activities. Serves as the lead for preparation of sales materials, pricing and proposals as well as client interaction through close of sales for Defined Contribution, Defined Benefit and NQDC opportunities in corporate market market segment. Provides guidance to more junior staff, but has no formal supervisory responsibility.

Requirements

  • 10 years of Retirement or Benefits experience, with five or more years in sales.
  • Comprehensive knowledge of the retirement and/or employee benefits business.
  • Superior sales skills.
  • Series 7 and 63/65 or 66 and Insurance Licenses.

Nice To Haves

  • Business Acumen
  • Business Development
  • Oral Communications
  • Pipeline Management
  • Presentation Skills
  • Benefits Plan Development
  • Client Management
  • Emotional Intelligence
  • Product Marketing and Branding
  • Active Listening
  • Collaboration
  • Executive Presence
  • Relationship Building
  • Sales Strategy

Responsibilities

  • Partner with Global Commercial Bank (GCB) relationship managers to identify employee benefits sales opportunities.
  • Coordinate pipeline with relationship managers and sales teams.
  • Develop and leverage strategies for client engagement and activities.
  • Lead preparation of sales materials, pricing, and proposals.
  • Interact with clients through the close of sales for Defined Contribution, Defined Benefit, and NQDC opportunities.

Benefits

  • Competitive benefits to support physical, emotional, and financial well-being.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service