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Bank of America
San Francisco, California, United States
13 days ago


Job Description:

Business Overview

Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by providing best in class, integrated products in the most intuitive, efficient and client friendly way while maintaining a forward thinking mindset and risk management focus. RPWS is responsible for both the institutional and personal retirement capability set to include 401(k), Equity and Health Benefit plans for companies of all sizes as well as college savings, personal retirement planning, retirement income, insurance and estate planning for individuals.RPWS also provides tools and content that enables advisors and bankers to help their client's live their best financial lives.
Partners with Banking relationship managers (Business, Commercial) 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 within assigned market segment. Provides guidance to more junior staff, but has no formal supervisory responsibility. 10 years of Retirement or Benefits experience; of which five or more years should be sales related. Required comprehensive knowledge of the retirement and/or employee benefits business and superior sales skills. Series 7 and 63/65 or 66 and Insurance Licenses.

The Employee Benefits Specialist will primarily partner with Commercial Banking Relationship Managers (up to 2B) 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 Merrill Advisors to drive business
development and execution.

Business Identification & Development:
* Leverages data analytics on existing bank portfolio of clients to identify client engagement opportunities
* Engages in business development activities with Banking Relationship Managers and Advisors to promote the benefits of retirement plan business, construct
strategic prospecting plans and prepare them for effective client engagement from point-of-sale through the duration of the relationship
* Communicates sales targets and shares measurement metrics regularly to influence and motivate Banking Relationship Managers and Merrill designated
advisors to achieve shared goals.
* 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
* Analyzes activities and continuously evaluates opportunities for engagement then uses expertise, influence, and strategic relationship management skills to
position opportunities to Relationship Managers and clients
Client Engagement:
* Leverages client management process and prescriptive prioritization of client interactions
* Partners with Banking Relationship Managers on developing and driving a tactical plan for initial introduction to clients and prospects
* Prepares and delivers client presentations in partnership with Banking 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

Required Skills:
*Series 7 license required
* 7 - 10 years of Retirement plan or benefits experience strongly preferred in a sales related role
* Ability to influence and motivate others to achieve shared goals
* Strong financial aptitude
* Client facing sales experience with 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 preferred
* Familiarity with managing activities and pipeline in a CRM tool
* Ability to travel up to 50% in local assigned territory

Desired Skills:
*Bachelor's Degree strongly preferred
* 63/65 or 66 licenses strongly preferred (or ability obtain within Compliance Deadline)
* Life & Variable Insurance licenses preferred (or ability obtain within Compliance Deadline)
* Superior technical expertise in retirement plans and/or benefits plans strongly preferred, with an acumen of the
competitive landscape
* Understanding of Commercial Banking business and clients

1st shift (United States of America)

Hours Per Week:

Job Information

  • Job ID: 63838297
  • Location:
    San Francisco, California, United States
  • Position Title: Employee Benefits Specialist - Corporate Market
  • Company Name For Job: Bank of America
  • Job Function: Customer Service
  • Job Type: Full-Time
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