Workplace Benefits Specialist – Business Market

Bank of America•Pennington, AL

4d•$120,000 - $169,100•Onsite

About The Position

Partners with banking relationship managers (Business Bank) to identify employee benefits sales opportunities (Defined Contribution, Defined Benefit, NQDC, Equity, Health Benefit Solutions). Coordinates pipeline with RMs, sales teams and advisors. Develops and leverages strategies for client engagement and activities. Responsible for handling direct client inquiries received through client-facing websites. Provides guidance to more junior staff, but has no formal supervisory responsibility.

Requirements

10 years of relevant experience of which five or more years should be sales related.
5-7 Retirement or Benefits experience desired
Comprehensive knowledge of retirement and/or employee benefits business and superior sales skills
Series 7 and 63/65 or 66 and insurance licenses
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

Partners with banking relationship managers (Business Bank) to identify employee benefits sales opportunities (Defined Contribution, Defined Benefit, NQDC, Equity, Health Benefit Solutions).
Coordinates pipeline with RMs, sales teams and advisors.
Develops and leverages strategies for client engagement and activities.
Responsible for handling direct client inquiries received through client-facing websites.
Provides guidance to more junior staff, but has no formal supervisory responsibility.