Workplace Benefits Specialist – Business Market (Chicago)
Core
Partners with Banking Relationship Managers to identify and close employee benefits sales opportunities (Defined Contribution, Defined Benefit, NQDC, Equity, Health Benefit Solutions) for the less than $10M market segment.
Role type
Senior IC sales specialist (retirement and employee benefits)
Builds
Sales pipeline and proposals for retirement and benefits products
Domain
Financial services / Retirement and employee benefits
Deliverable
client delivery
Required skills
Retirement business knowledge, Employee benefits knowledge, Sales skills, Series 7 license, Series 66 license, Life & Variable Annuity license
Preferred skills
Business Acumen, Business Development, Pipeline Management, Presentation Skills, Benefits Plan Development, Client Management, Sales Strategy
Technologies
N/A
Responsibilities
Coordinate pipeline with RMs, sales teams and advisors; Develop and leverage strategies for client engagement; Prepare sales materials, pricing and proposals; Lead preparation for close of sales for Defined Contribution, Defined Benefit and NQDC opportunities; Provide guidance to more junior staff
Seniority
Senior, hands-on IC