Workplace Benefits Specialists – Business Market

Bank of America

Multiple Locations, US
Employee benefits sales opportunities
Defined contribution, defined benefit, nqdc
Client engagement and activities
Partners with Banking relationship managers to identify employee benefits sales opportunities across various plan types

Job Summary

  • Partners with Banking relationship managers to identify employee benefits sales opportunities across various plan types.
  • Serves as the lead for preparation of sales materials, pricing, proposals, and client interaction through sale closure.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and flexibility based on role.

Matching Summary

Partners with Banking relationship managers to identify employee benefits sales opportunities across various plan types.

Skills & Requirements

Must-have

  • Employee benefits sales opportunities
  • Defined Contribution, Defined Benefit, NQDC
  • Client engagement and activities
  • Sales materials, pricing and proposals
  • Defined Contribution, Defined Benefit, NQDC opportunities

Nice-to-have

  • Business Acumen
  • Emotional Intelligence
  • Executive Presence
  • Relationship Building
  • Active Listening

Key Requirements

  • 10+ years Retirement/Benefits experience
  • 5+ years sales related experience
  • Comprehensive knowledge of retirement/benefits business
  • Superior sales skills
  • Series 7 and 63/65 or 66 licenses
  • Insurance Licenses

Work Rights

Not specified

Tailored Resume

Cover Letter