This is an exciting new opportunity to make a big impact! We are looking for an experienced Employee Benefits National Accounts Sales and/or Account Management, to make a slight career shift and become our new Training & Development Specialist in our National Accounts and large case space!You must have performed in a National Accounts role w/ ancillary EB products to be considered for this role.
The Learning & Development Specialist IV of National Accounts is responsible for developing the capabilities of Sales and Client Management professionals across the Regional and National account segments under our sales organization.
The role focuses specifically on field sales execution, client management excellence, and broker engagement, ensuring employees possess the knowledge, skills, and behaviors necessary to compete effectively in the marketplace. The role also needs to demonstrate strong facilitation, consulting, and leadership capabilities.
You will serve as a trusted advisor to sales leadership, translating field realities into actionable training strategies that strengthen sales performance and client outcomes.
Principal Duties and Responsibilities:
Deliver role-based training to corporate Sales and Client Management professionals
Reinforce effective sales and client management practices
Improve field processes and operational efficiency
Enhance broker and customer engagement capabilities
Partner with enterprise Learning & Development teams to align training content with organizational standards
Knowledge, Skills, and Abilities:
Field Sales Expertise
Sales Coaching and Facilitation
Client Management Best Practices
Broker Relationship Dynamics
Business Acumen
Consultative Problem Solving
1. Lead National Accounts Sales & Client Management Training
Designs and delivers advanced training for National Accounts roles including:
EB National Sales Consultants
VB National Sales Consultants
National Account Consultants
Client Manager National Accounts
Account Specialist Onsites
Training focuses on strategic selling, complex broker relationships, client retention strategies, and consultative benefit solutions.
2. Develop Advanced Sales Capability Programs
Designs and facilitates advanced capability programs that strengthen:
strategic account management
consultative selling
broker relationship management
multi-product solution selling
3. Serve as Strategic Advisor to Sales Leadership
Partners with Sales and Client Management leadership to identify capability gaps and develop training strategies that support business growth and client retention.
4, Improve Sales and Client Management Processes
Provides insight into field practices to improve:
5. Partner with Enterprise L&D
Collaborates with enterprise L&D to ensure alignment with enterprise learning frameworks while maintaining a focus on field execution and sales capability.
Job Specifications:
Required education: Bachelor’s degree
Required experience: 8–12+ years of experience in employee benefits sales, national account management, or distribution leadership. Preferred experience: Experience designing and delivering advanced sales capability programs.
Travel Requirements:
Occasional travel only (such as for planning purposes, team-building, or conferences) may be required.
