Workplace Benefits Specialist – Institutional
Bank of America · Pennington, NJ · 1 wk ago
Human Resources$100/hrFull-time
Responsibilities
- Engages with Banking and Advisory leaders to best align activities with shared goals, to optimize business results through a collaborative partnership.
- Develops partnerships with key Bank of America stakeholders to drive issue resolution and deliver marketplace intelligence to assist with product evolution.
- Identifies and engages market teams for relationships and opportunities and remains engaged proactive relationship management and client relationship deepening opportunities.
Skills
- Business Acumen
- Business Development
- Oral Communications
- Pipeline Management
- Presentation Skills
- Benefits Plan Development
- Client Management
- Emotional Intelligence
- Active Listening
- Collaboration
- Executive Presence
- Relationship Building
- Sales Strategy
Required
- Bachelor’s Degree or equivalent work experience
- Series 7 and Series 66 required
- Licenses: Life, Health and Variable Annuity insurance (or ability to obtain within 30 days)
- Expert level of fluency with Defined Contribution & Non-qualified deferred compensation products
- Sound degree or understanding of other Workplace Benefits products including but not limited to Defined Benefit, Health Benefit Solutions (HSA, FSA, LSA, Commuter), Employee Banking and Investing & Equity Award solutions (Stock Plan solutions, ESPP programs, directed share programs)
- 8+ years of B2B sales experience in the financial services industry
- Demonstrable experience of attaining and exceeding sales goals
- Strong financial aptitude and results-oriented approach
- Proven success interacting directly with senior executives (CEO, Business Line Presidents, etc.)
- Strong interpersonal/rapport building skills are required to build relationships with banking partners and prospective clients and to enhance Bank of America’s brand in the Retirement and Employee Benefits marketplace
Desired
- Expert level of fluency with Defined Contribution & Non-qualified deferred compensation products
- Sound degree or understanding of other Workplace Benefits products including but not limited to Defined Benefit, Health Benefit Solutions (HSA, FSA, LSA, Commuter), Employee Banking and Investing & Equity Award solutions (Stock Plan solutions, ESPP programs, directed share programs)
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent