Workplace Benefits Solutions – Business Market
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
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.
Required:
- 10 years of Retirement or Benefits experience; of which five or more years should be sales related.
- Required comprehensive knowledge of the retirement and/or employee benefits business and superior sales skills.
- Series 7 and 63/65 or 66 (preferred at time of hire) or must obtain within business specific timeframe, and Insurance Licenses.
Skills:
- 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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift: 1st shift (United States of America)
Hours Per Week: 40
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