Employee Benefits Sales Associate

3 weeks ago

Wayne, United States Sun Life Full time

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

**Location**: We support US flexible working arrangements in the contiguous 48 states. **For this position you must reside in the Greater Philadelphia Area.**

At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you’ll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America.

**The opportunity**:
The Employee Benefits Sales Associate is in training to be a marketing and technical expert who represents Sun Life - educating and motivating other professionals to sell Sun Life products to their clients. Sun Life products are not marketed through direct sales but through building relationships with other insurance professionals and employers (brokers, financial planners, agents, and consultants).

As an Employee Benefits Sales Associate, you will complete a 6 to 12-month sales training program which includes a combination of structured classroom and on-the-job learning with a focus on building an understanding of the employee benefits industry, Sun Life’s group benefits and professional selling skills. Successful completion of the program will prepare you for your future Employee Benefits Representative role within our Group Benefits Sales organization. The extensive formal training program will focus on:

- Foundational knowledge leading to technical expertise
- Building sales competencies - including communication, presentation, negotiation, and relationship building skills
- Knowledge of the Sun Life organization, history, core values as well as industry information, including an understanding of brokers, customers, and competitive landscape
- Acquiring a broad knowledge of Sun Life’s group and voluntary product portfolio and service offerings and how to position sales solutions to brokers
- Participating in all required Sun Life learning and training - including successful completion of the Employee Benefits Sales Associate Training Program
- Sun Life consultative selling skills

Upon completion of the training program the job responsibilities will be:

- Attend broker, client installation, and enrollment meetings alongside your sales manager and sales team
- Attend/observe prospecting calls and meetings, new business and renewal sales appointments, finalist presentations, proactive and reactive service calls and other relevant business meetings to prepare you for your assigned territory, brokers, and block of in force business
- Work with underwriting partners to gain an understanding of processes and approaches
- Learn how to drive viable prospect activity, understand and manage the mechanics of a case and a block of business, and how to negotiate the best offer for our clients
- Additional development areas include:

- Utilize consultative sales techniques to prospect and initiate new business sales
- Identify cross selling opportunities
- Identify mass marketing prospects through existing book of business and community prospecting opportunities
- Contribute to meeting/exceeding goals for new business sales
- Complete follow-ups on new policies in order to keep retention level high and capitalize cross-selling opportunities
- Coordinates activities with other departments to ensure quality customer service

**What you will bring with you**:

- 1-2 years of work experience preferred
- Bachelor's degree or equivalent training - Associate’s Degree may be considered
- Interpersonal skills, verbal and written communication skills, presentation skills, sound business judgment, computer skills, ability to lead and influence, analytical, relationship building and organizational skills
- Self-motivated with the ability to work independently to set priorities and effectively organize work
- Ability to multi-task with varying time constraints
- Aptitude to negotiate, influence and problem-solve
- Must attain and maintain current state insurance license in life, accident and health
- ** Ability and willingness to relocate to assigned sales territory after completion of the EBSA training program if required**

**Must be able to attend two week training workshops, which take place at our U.S. headquarters in Wellesley, MA, and/or our office in Kansas City, MO

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