Provide sales support to a designated Regional Vice President and Divisional Sales Manager to promote and finalize the sale of Employee Benefits products. Use product expertise to build and execute competitive sales proposals for supplemental life and health, and group life and disability portfolios.

Responsibilities

  • Collaborate with assigned Regional Vice President (RVP) to evaluate sales opportunities, prioritize request for proposal (RFP) volumes, develop strong broker relationships, and determine territory strategy to support broker development and sales results.
  • Manage sales opportunity pipeline and analyze data provided to understand case complexity and requirements, determine the product offerings and plan designs that will best meet the client needs, and prioritize workload to meet client deadlines.    
  • Build competitive plan designs and determine the product offerings that will deliver the best value to clients using Employee Benefits product expertise and industry experience. 
  • Use digital platforms (proposal system, CRM) and associated workflows to manage sales opportunities from intake through implementation and ensure a smooth and optimal customer experience. Adhere to prescribed RFP and underwriting submission processes and ensure timely input and accuracy of recordkeeping.
  • Manage RFP and quoting process including underwriting feasibility, experience evaluation and proposal accuracy. Adhere to compliance controls and evaluate risk factors to determine if the sales opportunity is appropriate to pursue.  
  • Partner with RVP and account management teams to identify cross selling opportunities.
  • Support RVP in finalist presentations to align content with territory strategy and clearly communicate the value proposition of the product offering.
  • Collaborate with the new business implementation team to support onboarding of new cases. Participate in internal and external implementation calls as needed.
  • Develop and maintain solid relationships with internal and external stakeholders (e.g. Distribution, brokers, underwriters, and employers). 

Qualifications

  • Bachelor’s degree in a business field or equivalent experience
  • Two years of employee benefits experience
  • Understanding of supplemental life/health and/or group life and disability products
  • Outstanding relationship management and customer service skills
  • Excellent written and verbal communication skills
  • Problem solving, decision making, and analytical skills
  • Self-motivated with the ability to manage multiple tasks and deadlines

Preferred Qualifications

  • Product experience within LAD (Life, Accident, Disability) products
  • Life and Disability insurance license
  • Experience using Salesforce CRM

Working Conditions

  • Office or hybrid office/remote environment

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

The Salary for this position generally ranges between $55,000 - $65,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.  

This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.