B2B Sales Agent and Development Manager for Benefits

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

Company Description

Colonial Life & Accident Insurance Company, a subsidiary of Unum Group, provides financial protection benefits to workers and their families across the United States. The company offers a broad range of workplace benefits, including disability, life, accident, dental, cancer, critical illness, and hospital confinement indemnity insurance. Colonial Life supports over 87,000 businesses and 4 million workers with benefit services, education, and innovative enrollment technology. In 2022, the company paid more than $700 million in benefits to policyholders, underscoring its commitment to helping people during unexpected events. Colonial Life maintains an active presence on major social platforms, reflecting a focus on communication, education, and employer partnerships.

Role Description

The B2B Sales Agent and Development Manager for Benefits is a full-time, on-site role based in San Diego, CA. This position is responsible for identifying and developing new business opportunities with employers, conducting prospecting activities, and managing a sales pipeline of workplace benefits solutions. The role includes meeting with business owners and HR leaders, presenting Colonial Life's benefits portfolio, and guiding them through plan design, implementation, and ongoing service. The individual will coordinate and support enrollment activities, collaborate with internal teams to address client needs, and track performance metrics to achieve sales and growth targets. Ongoing responsibilities also include building long-term client relationships, providing benefits education, and staying current on industry trends and product offerings.

Qualifications

• Demonstrated B2B sales skills, including lead generation, prospecting, and closing new employer accounts.
• Experience in account management and client relationship development, preferably with HR or benefits decision-makers.
• Strong communication, presentation, and negotiation abilities for explaining complex insurance and benefits solutions clearly.
• Organizational and time-management skills to handle multiple prospects, client meetings, and enrollment activities.
• Comfort with using CRM tools, productivity software, and enrollment technology platforms to manage sales activities.
• Knowledge of or interest in 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 approach, with the ability to work both independently and collaboratively within a team.
• High ethical standards and commitment to providing inclusive, respectful service to a diverse client base.
• Bachelor's degree in business, marketing, finance, or a related field, or equivalent professional experience.