Workplace Benefits Specialists – Business Market (LA Region)

Bank of America • Los Angeles, CA

13d • Onsite

About The Position

Bank of America is seeking a Workplace Benefits Specialist to partner with Banking relationship managers in the Business Bank to identify employee benefits sales opportunities. This role involves coordinating pipelines, developing client engagement strategies, and preparing sales materials, pricing, and proposals. The specialist will serve as the lead for Defined Contribution, Defined Benefit, and NQDC opportunities in the less than $10M market segment, providing guidance to junior staff without formal supervisory responsibility. The company emphasizes a commitment to being an inclusive workplace, attracting and developing talent, supporting employee wellness, recognizing performance, and making a community impact. Bank of America is committed to an in-office culture with specific requirements for office-based attendance, balanced with an appropriate level of flexibility.

Requirements

• 10+ years of Retirement and/or Benefits experience, a minimum of five of which is sales related
• Comprehensive knowledge of the retirement and/or employee benefits business and superior sales skills
• Series 7 and 63/65 or 66 and Life & Variable Annuity 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

• 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.
• 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 the less than $10M market segment.
• Provides guidance to more junior staff, but has no formal supervisory responsibility.

Benefits

• Access to paid time off
• Resources and support to our employees
• Discretionary incentive eligible
• Annual discretionary award based on individual performance, line of business performance, and overall company success.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior