Workplace Benefits Specialist – Business Market
San Antonio, Texas, United States of America
Full Time
2 hours ago
H1B Sponsor
Key skills
Sales
About this role
Role Overview
- Partners with Banking relationship managers to identify employee benefits sales opportunities
- Coordinates pipeline with RMs, sales teams and advisors
- Develops and leverages strategies for client engagement
- Serves as the lead for preparation of sales materials
Requirements
- 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
Benefits
- health insurance
- retirement plans
- paid time off
- flexible work arrangements
- professional development