Workplace Benefits Specialists Business Market

Bank Of America Retirement And Benefits Sales Specialist 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 and proposals as well as 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. 10+ years of retirement and/or benefits experience, a minimum of five of which is sales related. Comprehensive knowledge of the retirement and/or employee benefits business and superior sales skills. Series 7 and 63/65 or 66 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 Shift: 1st shift (United States of America) Hours per week: 40

Created: 2026-03-11