Bank Of America Workplace Benefits Sales Support 

United States, New Jersey 

30840868

Job Description:

Job Description:

Specific responsibilities include:

• Provide centralized support for field based Workplace Benefits Specialists throughout the full cycle of the sales process including business identification and development, client engagement, and servicing/deepening of client relationships
• Facilitate new plan proposal process
• Maintain active pipeline measurements via centralized CRM tool
• Proactively contact Banking and Advisory partners and communicate complex strategies and sales ideas
• Respond to all incoming business inquiries
• Serve as liaison between various internal teams and the end client
• Serve as remote Workplace Benefits Specialist for Banking and Advisory partners
• Maintain and develop deep knowledge of Workplace Benefits product offerings/enhancements, legislative updates/environment, and sales strategies
• Accountable for driving sales growth in Workplace Benefits plan within assigned sales territory

Required Skills:

• Series 7, and Series 66 licenses required
• Life & Variable Annuity licenses required (or ability obtain within Compliance Deadline)
• Three to five years or more experience with Retirement or Workplace Benefits plan experience (sales or client centric servicing experience preferred)
• Strong technical expertise of Workplace Benefits products (DC, DB, NQDC, Equity, HBS) required, knowledge of competitive landscape preferred
• Ability to communicate complex information to a wide variety of personnel in a clear, concise, and well‐organized manner
• Strong interpersonal/rapport building skills are required to build relationships with Advisors, Banking Relationship Managers, and prospective clients and to enhance Bank of America’s brand in the Workplace Benefits marketplace.
• Proficiency in use of MS Office suite of tools.
• Familiarity with managing activities and pipeline in a CRM tool (experience with SalesForce.com is preferred)
• Ability to travel when required (~5%)

Desired Skills:

• Bachelor’s degree strongly preferred.
• General knowledge of Banking business and clients is preferred

Skills:

• Active Listening, Oral Communications
• Analytical Thinking - Business Case Analysis, Market Analysis
• Stakeholder Management, Business Intelligence
• Customer and Client Focus
• Product Marketing and Branding
• Networking, Planning, Prospecting, Referral Identification

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)