Workplace Benefits Specialist – Business Market
Bank of America
full-time
Posted on:
Location Type: Office
Location: San Antonio • Texas • United States
Visit company websiteExplore more
About the role
- Partners with Banking relationship managers to identify employee benefits sales opportunities
- Coordinates pipeline with RMs, sales teams and advisors
- Develops and leverages strategies for client engagement
- Serves as the lead for preparation of sales materials
Requirements
- 10+ years of Retirement and/or Benefits experience, a minimum of five of which is sales related
- Comprehensive knowledge of the retirement and/or employee benefits business and superior sales skills
- Series 7 and 63/65 or 66 and insurance licenses
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales strategiesclient engagementsales materials preparation
Soft Skills
communicationcollaborationrelationship management
Certifications
Series 7Series 63Series 65Series 66insurance licenses