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
JuniorMid-Level
About the role
- responsible for acquiring new clients with 10-50 employees through the sale of our comprehensive group benefits portfolio
- build relationships, provide timely quotes, and 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
- 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
- build internal relationships to maximize performance and create specialized client solutions
- provide timely, accurate quotes that meet client needs and represent profitable growth
- execute sales strategies resulting in profitable growth
- conduct proactive client outreach through education, events, and networking
- drive new business activities (calls, meetings, proposals, presentations, negotiations, closing)
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
Benefits
- generous vacation and sick time
- market-leading paid family, parental and adoption leave
- medical coverage
- company paid life and AD&D insurance
- disability programs
- partially paid sabbatical program
- 401(k) employer match
- stock purchase options
- employer-funded retirement account
- flexible, inclusive and collaborative work environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales strategiesclient outreachprospectingbusiness developmentstrategic business planningquotingnegotiationclosing
Soft skills
relationship buildingcollaborationcommunicationmarketplace awarenessnetworking
Certifications
Life insurance licenseAccident insurance licenseHealth insurance license
