Client Relationship Executive - Dallas

Sun Life U.S.

Dallas, Texas, US
National average base salary range: 78,100-117,200...
Client relationship management
Financial management of client portfolio
Revenue generation and growth
The Client Relationship Executive is responsible for the overall relationship and financial management of a portfolio of group benefit clients, acting as a key account management and revenue generating resource

Job Summary

  • The Client Relationship Executive is responsible for the overall relationship and financial management of a portfolio of group benefit clients, acting as a key account management and revenue generating resource.
  • This position focuses on internal and external partnerships and strategies that will result in long term growth and persistency, proactively seeking opportunities to increase revenue through organic and cross-sell opportunities.
  • Sun Life U.S. offers comprehensive benefits, including generous vacation and sick time, market-leading paid family leave, medical coverage, and a 401(k) employer match, in a flexible, inclusive, and collaborative work environment.

Matching Summary

The Client Relationship Executive is responsible for the overall relationship and financial management of a portfolio of group benefit clients, acting as a key account management and revenue generating resource.

Salary

National Average Base Salary Range: 78,100-117,200; Bonus/Equity: Eligible for discretionary annual incentive award; Benefits: Comprehensive benefits package including vacation, sick time, paid family leave, medical, 401(k) match, stock purchase options, employer-funded retirement account

Skills & Requirements

Must-have

  • Client relationship management
  • Financial management of client portfolio
  • Revenue generation and growth
  • Broker and policyholder relationship management
  • Cross-sell opportunities
  • Proactive client needs assessment

Nice-to-have

  • Trusted advisor to client
  • Innovative solution proposal
  • Strong internal collaboration
  • Value-added solutions
  • Resilience and flexibility
  • Client-focused strategy development

Key Requirements

  • 4+ years industry experience
  • Employee Group Benefits industry experience
  • Knowledge of Group Employee Benefit design
  • College degree preferred
  • Current insurance license a plus

Work Rights

Not specified

Tailored Resume

Cover Letter