Workplace Benefits Solutions Expert

4 weeks ago


Phoenix, Arizona, United States Bank of America Full time
Job Title: Workplace Benefits Solutions Expert

Job Summary:

We are seeking a highly skilled Workplace Benefits Solutions Expert to join our team at Bank of America. As a key member of our corporate market, you will be responsible for identifying employee benefits sales opportunities and developing strategies for client engagement and activities.

Key Responsibilities:

- Partner with Global Commercial Bank (GCB) relationship managers to identify employee benefits sales opportunities
- Coordinate pipeline with RMs and sales teams
- Develop and leverage strategies for client engagement and activities
- Serve as the lead for preparation of sales materials, pricing and proposals as well as client interaction through close of sales for Defined Contribution, Defined Benefit and NQDC opportunities in corporate market market segment

Requirements:

- 10 years of Retirement or Benefits experience; of which five or more years should be sales related
- Required comprehensive knowledge of the retirement and/or employee benefits business and superior sales skills
- Series 7 and 63/65 or 66 (preferred at time of hire) or must obtain within business specific timeframe, and Insurance Licenses

Skills:

- Business Acumen
- Business Development
- Oral Communications
- Pipeline Management
- Presentation Skills
- Benefits Plan Development
- Client Management
- Emotional Intelligence
- Product Marketing and Branding
- Active Listening
- Collaboration
- Executive Presence
- Relationship Building
- Sales Strategy

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Work Environment:

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

Benefits:

Bank of America offers a comprehensive benefits package to support the physical, emotional, and financial well-being of our teammates. This includes competitive benefits, flexible work arrangements, and opportunities for growth and development.

Equal Employment Opportunity:

Bank of America is an equal opportunity employer and considers applicants for all positions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other factor prohibited by law. We are committed to creating a workplace that is inclusive and respectful of all teammates.

Drug-Free Workplace and Alcohol Policy:

Bank of America has a zero-tolerance policy for the use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises. Our Drug-Free Workplace and Alcohol Policy establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

Benefits Plan Documents:

Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern.

Amendment or Termination of Benefit Plans:

Bank of America reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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