Remote Workplace Benefits Sales Specialist

Bank of America; Pennington (NJ); On-site; USD 85,000 - 93,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a Workplace Benefits Sales Desk Specialist to partner with Banking Relationship Managers to drive benefits sales across DC, DB, NQDC, Equity and HBS in a defined region.

The role supports a network of Workplace Benefits Advisors, with emphasis on business development, client engagement, and end-to-end sales processes. Licenses and knowledge of benefits products are required.

Qualifications

• Licenses Series 7 and Series 66 required.
• Life & Variable Annuity licenses required (or ability to obtain).
• 3–5 years experience in Retirement or Workplace Benefits sales or client servicing.
• Strong knowledge of Workplace Benefits products (DC, DB, NQDC, Equity, HBS).

Responsibilities

• Provide centralized support for field-based Workplace Benefits Specialists throughout the full sales cycle.
• Facilitate new plan proposal process.
• Maintain active pipeline via centralized CRM.
• Communicate complex strategies and sales ideas to Banking and Advisory partners.
• Respond to incoming business inquiries and serve as liaison between internal teams and clients.
• Serve as remote Workplace Benefits Specialist for partners.
• Maintain knowledge of product offerings and regulatory updates.
• Drive sales growth in Workplace Benefits within assigned territory.

Skills

Active Listening

Business Case Analysis

Oral Communications

Stakeholder Management

Market Analysis

Product Marketing and Branding

Analytical Thinking

Networking

Planning

Prospecting

Referral Identification

Education

High School Diploma / GED

Job description

Bank of America is seeking a Workplace Benefits Sales Desk Specialist to partner with Banking Relationship Managers to drive benefits sales across DC, DB, NQDC, Equity and HBS in a defined region.

The role supports a network of Workplace Benefits Advisors, with emphasis on business development, client engagement, and end-to-end sales processes. Licenses and knowledge of benefits products are required.