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Bank Of America Regional Executive - Workplace Benefits United States, Massachusetts, Boston 604903136
Continued Growth & Relationship Management:
Engages with Banking and Advisory leaders to best align activities with shared goals, to optimize business results through a collaborative partnership
Develops partnerships with key Bank of America stakeholders to drive issue resolution and deliver marketplace intelligence to assist with product evolution
Identifies and engages market teams for relationships and opportunities and remains engaged proactive relationship management and client relationship deepening opportunities
Required:
Bachelor’s Degree or equivalent work experience
Series 7 and Series 66 required
Series 24 or ability to obtain within Compliance guidelines
Life, Health and Variable Annuity insurance licensing (or ability to obtain within 30 days)
Expert level of fluency with institutional retirement, equity, and health benefit savings products
High degree of familiarity with Personal Retirement products such as IRA, 529 and annuity products, and their use in comprehensive financial planning strongly preferred.
15+ years of B2B sales management experience in the financial services industry
Demonstrable experience transforming a sales function to improve results and achieve aggressive goals
Proven sales leadership and management skills with a focus on team development, coaching, transformation, and delivering results
Strong financial aptitude and results-oriented approach
Proven success interacting directly with senior executives (CEO, Business Line Presidents, etc)
Strong interpersonal/rapport building skills are required to build relationships with banking partners and prospective clients and to enhance Bank of America’s brand in the Retirement and Employee Benefits marketplace
Skills:
Continuous Improvement
Executive Presence
Verbal Communications
Presentation Skills
Sales Strategy
Hiring and Onboarding
Client Experience Branding
Coaching
Data and Trend Analysis
3 Open Regions:
Northeast
Midwest
Pac NW, SW and Canada
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