Workplace Benefits Specialist – Institutional
Core
Lead sales and business development for Bank of America's Institutional Workplace Benefits business, focusing on Defined Contribution and Non-Qualified Deferred Compensation (NQDC) products for large and mega market clients.
Role type
Senior Institutional Workplace Benefits Sales Lead
Builds
Institutional Retirement products and services (Defined Contribution, NQDC, Defined Benefit, Health Benefit Solutions)
Domain
Financial Services / Employee Benefits
Deliverable
client delivery
Required skills
Business Development, Sales Strategy, Benefits Plan Development, Client Management, Pipeline Management, Presentation Skills, Business Acumen
Preferred skills
Expert knowledge of Defined Contribution & NQDC products, experience with Defined Benefit and Health Benefit Solutions, ability to interact with senior executives
Technologies
None stated
Responsibilities
Prepare sales materials, pricing, and proposals; identify and prospect opportunities with banking and advisory leaders; coordinate pipeline with Relationship Managers; deliver new business presentations; close sales of Institutional Retirement products; partner with external benefits consultants to complete RFPs.
Seniority
Senior, hands-on IC with leadership influence