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Bank Of America Workplace Benefits Sales Support 
United States, New Jersey 
621418763

25.06.2024

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)