Employee Benefits Specialist - Ne/Se/Mid-Atlantic Regions

Bank Of America Corporation Richmond , VA 23234

Posted 3 months ago

Job Description:

The Employee Benefits Specialist will partner with Banking Relationship Managers (Business, Commercial) to identify benefits sales opportunities and drive growth across Defined Contribution (DC), Defined Benefits (DB), Nonqualified Defined Contribution (NQDC), Equity, and Health Benefits Solutions (HBS) products in a specified geographic region. They will also be aligned to a geographic region of retirement-designated Advisors to drive business development and execution. Specific responsibilities include:

  • Business Identification & Development:

  • Leverages data analytics on existing bank portfolio of clients to identify client engagement opportunities

  • Engages in business development activities with Advisors to promote the benefits of retirement plan business, construct strategic prospecting plans and prepare Advisors for effective client engagement from point-of-sale through the duration of the relationship

  • Communicates sales targets and shares measurement metrics to align Banking Relationship Managers and Merrill designated advisors toward goal achievement

  • Coordinates and promotes Local Market Events (e.g. HR Symposiums)

  • Manages pipeline of active deals with precision and records all high-value activities performed into CRM tool

  • Client Engagement:

  • Leverages client management process and prescriptive prioritization of client interactions

  • Partners with Banking Relationship Managers for initial introduction to clients and prospects

  • Prepares and delivers client presentations in partnership with Relationship Managers and retirement designated Advisors from Discovery to Finals stage, and offers guidance through the on-boarding process to ensure an optimal client transition experience

  • Effectively manages multiple facets of the sales process including meeting coordination, RFP responses, product comparisons, proposals, follow-up items/activities, etc.

  • Engages with Banking and Advisory leaders to best align activities with shared goals, to optimize business results through a collaborative partnership

  • Continued Growth & Relationship Management:

  • Develops partnerships with key Bank of America stakeholders to drive issue resolution and deliver marketplace intelligence to assist with product evolution

  • Identifies and engages local market teams for servicing and remains engaged with HR on proactive relationship management and client relationship deepening opportunities.

  • Promotes product enhancements/capabilities with key stakeholders to ensure an on-going optimized client experience for Institutional Retirement clients

Qualifications:

  • Bachelor's Degree Strongly Preferred

  • Must have Series 7, 63/65 or 66 licenses (or ability obtain within Compliance Deadline)

  • Life & Variable Insurance licenses required (or ability obtain within Compliance Deadline)

  • 5-7+ years of Retirement or Benefits experience, of which five or more should be sales related

  • Strong financial aptitude

  • Superior technical expertise in retirement plans and/or benefits plans required, with a strong acumen of the competitive landscape

  • Ability to communicate complex information to a wide variety of personnel in a clear, concise and well-organized manner

  • 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

  • Proficiency in use of MS Office suite of tools

  • Familiarity with managing activities and pipeline in a CRM tool (experience with SalesForce.com is preferred)

  • Approximately up to 75% travel (within specified territory)

Note: This position can be filled throughout the U.S.; however, the main area of interest resides in NE, SE and Mid-Atlantic regions.

Shift:
1st shift (United States of America)

Hours Per Week:
40


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Sales Engineer Mid Atlantic

Blackberry Limited

Posted 2 weeks ago

VIEW JOBS 2/5/2020 12:00:00 AM 2020-05-05T00:00 Worker Sub-Type: Regular Job Description: THE POSITION Blackberry Cylance is seeking a high-energy, experienced security pre-sales engineer with expertise in the anti-malware space. This individual will play an instrumental role in accelerating our sales initiatives in the Mid Atlantic region. We need a self-starter who excels in a high-paced, evangelistic startup environment and thrives on pitching a revolutionary technology to CTO's, CIO's, CISO's, IR teams and security experts. WHAT YOU WILL DO * Achieve mastery of all Blackberry Cylance technologies * Use exceptional written and oral communication skills to effectively lead business and technical presentations, demonstrations and conversations with CXO- and VP-level audiences within major enterprise accounts, as well as channel partner leadership and technical stakeholders * Use strong leadership skills to independently prioritize and execute project tasks in a methodical and disciplined manner * Set and manage expectations with senior stake-holders and team members * Provide 1st-level technical support throughout the sales cycle for both customers and partners * Remain organized and focused on removing sales obstacles through creativity and adaptation to rapidly changes circumstances * Develop relationships with key partners for growth within their customer base * Provide professional responses to customer RFPs / RFIs * Train and mentor reseller partner engineers on positioning our solutions to prospective customers and managing POC's * Effectively position the technology against competitive offerings * Perform other duties and projects as assigned * Be responsible for representing the products, company values and brand to customers and at field events such as conferences, seminars, etc. * Where possible, improve or develop technical documentation to ease understanding and customer or channel usage of our products and services * Take ownership of the POC/Pilot process: * Coordinate logistics across all stakeholders * Assess customer requirements/objectives and tailor POC tests and findings accordingly * Assist prospects with initial configuration and orientation * Suggest creative alternatives to address or overcome technical challenges * Capture requested features and provide feedback to Product Management, Sales, Development, Support, Engineering and Marketing teams WHO WE ARE LOOKING FOR * Bachelor's degree or masters degree or equivalent experience * Minimum of 5+ years of SE experience * Minimum of 7+ years infosec experience * Must have strong knowledge of hacking and exploitation tools and methodologies, detection evasion techniques, notable malware and anti-malware solutions and techniques * Requires the ability to work independently with substantial latitude for action and decision while maintaining focus on achieving optimal outcomes as part of a collaborative development effort ABOVE AND BEYOND * 3 to 5+ years experience in end-point security preferred * Other applicable vendor-specific certifications in the endpoint security space * Infosec-specific professional certifications, such as but not limited to: CISSP, CISM, CEH, CEPT, OSCP, GPEN, CGEIT, CGIH, CISA, PCI-QSA, CRISC WHAT WE NEED FROM YOU TO APPLY * Current resume * Cover letter/summary expressing: * Why you are interested in working at BlackBerry Cylance * The skills, strengths and expertise you will contribute to our diverse team of extraordinary talent and humble heart Job Family Group Name: Sales Scheduled Weekly Hours: 40 Blackberry Limited Richmond VA

Employee Benefits Specialist - Ne/Se/Mid-Atlantic Regions

Bank Of America Corporation