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

1st shift (United States of America)