Workplace Benefits Specialists – Business Market
Bank of America2 days ago
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OnsiteFull-timeSenior
Summary
Bank of America is seeking a Workplace Benefits Specialist – Business Market to join their team in San Antonio, TX. The role involves partnering with Banking relationship managers to identify employee benefits sales opportunities and preparing sales materials for Defined Contribution and Defined Benefit opportunities.
About the Role
As a Workplace Benefits Specialist, you will coordinate with relationship managers and sales teams to develop strategies for client engagement. You will lead the preparation of sales materials and proposals, and interact with clients throughout the sales process for opportunities in the less than $10M market segment. This position requires a comprehensive knowledge of the retirement and employee benefits business, along with superior sales skills.
About You
Required:
- 10+ years of Retirement and/or Benefits experience, with a minimum of five years in sales.
- Comprehensive knowledge of the retirement and/or employee benefits business and superior sales skills.
- Series 7 and 63/65 or 66 and insurance licenses.
Benefits
- Opportunities for career growth and development.
- Support for physical, emotional, and financial wellness.
Bank of America
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
San Antonio, TX