Workplace Benefits Specialist – Business Market (Chicago)

About the role

Partners with Banking Relationship Managers (Business Bank) to identify employee benefits sales opportunities (Defined Contribution, Defined Benefit, NQDC, Equity, Health Benefit Solutions). Coordinates pipeline with RMs, sales teams, and advisors. Develops and leverages strategies for client engagement and activities. Serves as the lead for preparation of sales materials, pricing, proposals, and client interaction through close of sales for Defined Contribution, Defined Benefit, and NQDC opportunities in the less than $10M market segment. Provides guidance to more junior staff but has no formal supervisory responsibility.

Responsibilities

• Identify employee benefits sales opportunities in collaboration with Banking Relationship Managers.
• Coordinate pipeline activities with relationship managers, sales teams, and advisors.
• Develop and implement client engagement and sales strategies.
• Lead preparation of sales materials, pricing, and proposals for client interactions.
• Close sales for Defined Contribution, Defined Benefit, and NQDC opportunities in the less than $10M market segment.
• Provide guidance to junior staff members.

Requirements

• 10 years of Retirement or Benefits experience, with at least five years in a sales-related role.
• Comprehensive knowledge of the retirement and/or employee benefits business.
• Superior sales skills.
• Series 7 and 66 (or 63/65) and Life & Variable Annuity licenses required (or ability to obtain within Compliance Deadline).
• High School Diploma, GED, or equivalent secondary school education.

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

Schedule

• 1st shift (United States of America)
• 40 hours per week