B2B Benefits Sales & Development Lead (San Diego)

Colonial Life; San Diego (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Colonial Life & Accident Insurance Company, a Unum Group subsidiary, seeks a B2B Sales Agent and Development Manager for Benefits in San Diego, CA. This full-time, on-site position targets new employer opportunities, engages HR leaders, and presents a comprehensive benefits portfolio.

You will guide plan design, coordinate enrollment activities, and collaborate with internal teams to meet client needs while tracking performance toward growth targets.

Qualifications

• Experience in B2B sales, lead generation, prospecting, and closing employer accounts.
• Experience in account management and client relationships with HR/benefits decision-makers.
• Strong communication, presentation, and negotiation abilities to explain complex insurance solutions.
• Organizational and time-management skills to handle multiple prospects, client meetings, and enrollment activities.
• Familiarity with CRM tools, enrollment platforms, and productivity software.
• Knowledge of employee benefits, insurance, or financial protection products; prior industry experience is a plus.
• Ability to work on-site with employers in the San Diego, CA area, with reliable transportation for local travel.
• Self-motivated, goal-oriented; able to work independently and in a team.
• High ethical standards and commitment to providing inclusive, respectful service to a diverse client base.

Responsibilities

• Identify and develop new business opportunities with employers; manage a sales pipeline of workplace benefits solutions.
• Meet with business owners and HR leaders, present Colonial Life's benefits portfolio, guide plan design and implementation.
• Coordinate and support enrollment activities; collaborate with internal teams to address client needs and track performance metrics.
• Build long-term client relationships and provide benefits education; stay current on industry trends and product offerings.

Skills

Lead generation

Prospecting

Closing deals

Client relationship management

Communication skills

Negotiation

CRM usage

Enrollment platforms

Employee benefits knowledge

On-site collaboration

Time management

Self-motivated

Ethical & inclusive service

Education

Bachelor's degree or equivalent

Tools

CRM software

Job description

Colonial Life & Accident Insurance Company, a Unum Group subsidiary, seeks a B2B Sales Agent and Development Manager for Benefits in San Diego, CA. This full-time, on-site position targets new employer opportunities, engages HR leaders, and presents a comprehensive benefits portfolio.

You will guide plan design, coordinate enrollment activities, and collaborate with internal teams to meet client needs while tracking performance toward growth targets.