Senior Regional Sales Specialist – Employee Benefits
Transamerica
full-time
Posted on:
Location Type: Office
Location: Baltimore • Colorado • Iowa • United States
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Salary
💰 $70,000 - $90,000 per year
Job Level
About the role
- Collaborate with assigned Regional Vice President (RVP) to evaluate sales opportunities, prioritize proposal volumes, develop strong broker relationships, and determine territory strategy to support broker development and sales results.
- Manage sales opportunity pipeline and analyze data provided to understand case complexity and requirements, determine the product offerings and plan designs that will best meet the client needs, and prioritize workload to meet client deadlines.
- Build competitive plan designs and determine the product offerings that will deliver the best value to clients using Employee Benefits product expertise and industry experience.
- Use digital platforms (proposal system, CRM) and associated workflows to manage sales opportunities from intake through implementation and ensure a smooth and optimal customer experience.
- Adhere to prescribed RFP and underwriting submission processes and ensure timely input and accuracy of recordkeeping.
- Manage request for proposal and quoting process including underwriting feasibility, experience evaluation and proposal accuracy.
- Adhere to compliance controls and evaluate risk factors to determine if the sales opportunity is appropriate to pursue.
- Partner with RVP and account management teams to identify cross selling opportunities.
- Support RVP in finalist presentations to align content with territory strategy and clearly communicate the value proposition of the product offering.
- Collaborate with the new business implementation team to support onboarding of new cases.
- Participate in internal and external implementation calls as needed.
- Develop framework and processes for the sales enablement organization leveraging expertise of process development, digital sales enablement tools (proposal system, CRM) and group and voluntary benefits products.
- Provide guidance to regional sales support team members by supporting training, complex problem resolutions, and roll out of new capabilities.
- Leader key broker relationships as assigned and maintain the support model applied by the team.
- Structure format and cadence for monthly reporting, communication guidelines, and direction on support needs identified by the Employee Benefits distribution channel leaders.
- Liaise with cross functional stakeholders to understand and support resolution of process gaps to optimize workflow and quality of team output.
- Undertake special projects as assigned to advance the employee benefits strategy and distribution model across sales channels.
Requirements
- Bachelor’s degree in a business field or equivalent experience
- Five years of employee benefits experience
- Three years of sales support or sales enablement experience
- In-depth knowledge of sales enablement best practices and digital platforms to make recommendations on workflow and development needs
- Understanding of supplemental life/health and/or group life and disability products
- Experience using Salesforce or other customer relationship management (CRM) tools
- Outstanding relationship management and customer service skills
- Excellent written and verbal communication skills
- Problem solving, decision making, and analytical skills
- Self-motivated with the ability to manage multiple tasks and deadlines.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales enablementproposal developmentdata analysisproduct offering designrisk evaluationunderwritingpipeline managementcustomer servicerelationship managementproblem solving
Soft Skills
communicationcollaborationleadershipself-motivationanalytical thinkingdecision makingorganizational skillstrainingcustomer experiencecross-functional teamwork