Hybrid B2B Benefits Sales & Development Manager

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

Job summary

Colonial Life in the United States is seeking a full-time hybrid Sales Agent and Development Manager based in San Diego, CA. The role involves prospecting employers, presenting Colonial Life’s workplace benefits solutions, and managing the full sales cycle from initial consultation through enrollment and ongoing service.

Key duties include client meetings, proposal preparation, enrollment coordination, and ongoing client retention.

Qualifications

• Strong B2B sales and account management with prospecting and lead generation.
• Experience in benefits, insurance, or financial services sales.
• Leadership, coaching, mentoring, and performance management of sales professionals.
• Excellent communication, presentation, and negotiation skills for in-person and virtual meetings.
• Proficiency with CRM or sales tracking tools.

Responsibilities

• Manage full sales cycle from initial consultation through enrollment and ongoing service.
• Conduct client meetings, analyze employer benefit needs, and prepare proposals.
• Coordinate enrollment activities and ensure client satisfaction and retention.
• Recruit, train, and coach sales team members to grow the regional footprint and performance.
• Support professional development and maintain regular client visits with some work-from-home days.

Skills

B2B sales

Account management

Leadership

Communication

Negotiation

CRM

Education

Bachelor's degree in business/finance/marketing

Tools

CRM

Enrollment platforms

Job description

Colonial Life in the United States is seeking a full-time hybrid Sales Agent and Development Manager based in San Diego, CA. The role involves prospecting employers, presenting Colonial Life’s workplace benefits solutions, and managing the full sales cycle from initial consultation through enrollment and ongoing service.

Key duties include client meetings, proposal preparation, enrollment coordination, and ongoing client retention.