Workplace Benefits Solutions – Business Market

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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!

Job Description:

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 required and Insurance Licenses a plus

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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