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 comprehensive knowledge of the retirement and/or employee benefits business and superior sales skills. Series 7 and 63/65 or 66 and Insurance Licenses.
Required Qualifications:- 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 66 (63/65) and Life & Variable Annuity licenses required (or ability obtain within Compliance Deadline).
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
Pay Transparency detailsUS - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)
Pay and benefits information
Pay range
$120,000.00 - $169,100.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
