Client Relationship Manager
Bank of America
Small Business Sales Specialist
Sun Life
full-time
Posted on:
Location Type: Hybrid
Location: Greenwood Village • Arizona, Colorado, Nevada, Utah • 🇺🇸 United States
Visit company websiteSalary
💰 $50,000 per year
Job Level
Junior
About the role
- Acquire new clients with 10-50 employees through the sale of our comprehensive group benefits portfolio
- Focus on building relationships and providing timely quotes
- Collaborate with internal partners to secure profitable business opportunities
- Achieve individual sales goals exceeding $3,000,000 annually
- Sell and market our broad portfolio of products including Group Life Insurance, Long Term Disability, Short Term Disability, Dental & Vision, and Supplemental Health Products
- Develop and maintain relationships with insurance brokers, general agents, and consultants
- Create and execute a strategic business plan for your designated territory
- Prospect new clients and develop a book of business through remote/virtual engagement
- Meet product targets and individual sales goals
- Maintain accurate records and track progress in Salesforce
Requirements
- 1-2 years of insurance or related sales experience, preferably in group insurance
- Working knowledge of benefits technology
- Life, Accident, and Health insurance license preferred
- Strong marketplace awareness and ability to build/maintain local networks
- Excellent skills in: Consultative/Value Selling, Negotiation, Analytical/Problem Solving, Time Management, Relationship Management
Benefits
- Health insurance
- 401(k) employer match
- Paid family, parental and adoption leave
- Generous vacation and sick time
- Company paid life and AD&D insurance
- Disability programs
- Partially paid sabbatical program
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales experiencegroup insuranceconsultative sellingnegotiationanalytical skillsproblem solvingtime managementrelationship management
Soft skills
building relationshipsmarketplace awarenessnetworking
Certifications
Life insurance licenseAccident insurance licenseHealth insurance license
