Client Relationship Executive - Dallas

SunLife

Dallas, TX, US
Base: $78,100-$117,200 nationwide; bonus/equity: d...
Group benefit client management
Account management and revenue generation
Internal and external partnership collaboration
The Client Relationship Executive is responsible for managing a portfolio of group benefit clients and driving long-term growth and persistency through strategic partnerships and revenue opportunities

Job Summary

  • The Client Relationship Executive is responsible for managing a portfolio of group benefit clients and driving long-term growth and persistency through strategic partnerships and revenue opportunities.
  • Sun Life offers comprehensive benefits including generous vacation, paid family leave, medical coverage, and retirement plans, fostering an inclusive and collaborative work environment.
  • Sun Life is committed to pay transparency, equity, and creating a workplace where all employees feel supported and empowered to thrive.

Matching Summary

The Client Relationship Executive is responsible for managing a portfolio of group benefit clients and driving long-term growth and persistency through strategic partnerships and revenue opportunities.

Salary

Base: $78,100-$117,200 nationwide; Bonus/Equity: Discretionary annual incentive award; Benefits: Comprehensive including paid leave, medical coverage, retirement plans

Skills & Requirements

Must-have

  • Group benefit client management
  • Account management and revenue generation
  • Internal and external partnership collaboration
  • Client needs assessment and solution proposal
  • Use of Salesforce for business management
  • Travel up to 20% depending on territory

Nice-to-have

  • Strong negotiation and influencing skills
  • Presentation and interpersonal communication
  • Project management and multi-tasking
  • Resilience and adaptability
  • Client focused relationship strategy
  • Collaboration with sales and home office partners

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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