Sales Agent and Development Manager for B2B Benefits

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

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 wide range of workplace benefits, including disability, life, accident, dental, cancer, critical illness, and hospital confinement indemnity insurance. Through benefit services, education, and innovative enrollment technology, Colonial Life supports more than 87,000 businesses and 4 million workers. In 2022 alone, the company paid over $700 million in benefits to policyholders, demonstrating a strong commitment to customer support and claims service. Colonial Life maintains an active presence on social platforms such as Facebook, LinkedIn, and Instagram to connect with clients, partners, and prospective team members.

Role Description

This full-time hybrid role, based in San Diego, CA, combines responsibilities as a Sales Agent and Development Manager for B2B benefits. The individual in this position will prospect and develop relationships with employers, present Colonial Life’s workplace benefits solutions, and manage the full sales cycle from initial consultation through enrollment and ongoing service. Day-to-day tasks include conducting client meetings, analyzing employer benefit needs, preparing proposals, coordinating enrollment activities, and maintaining strong follow-up to ensure client satisfaction and retention. The role also involves recruiting, training, and coaching sales team members, providing performance feedback, and supporting professional development to grow the regional sales presence. Some work from home is acceptable, with regular in-person meetings and visits to client workplaces in the San Diego area.

Qualifications

• Strong B2B sales and account management capabilities, including prospecting, lead generation, and relationship-building with employer clients.
• Experience in benefits, insurance, or financial services sales, with the ability to explain workplace products such as disability, life, accident, and supplemental health coverage.
• Leadership and team development skills, including recruiting, coaching, mentoring, and performance management of sales professionals.
• Excellent communication, presentation, and negotiation skills, with the ability to conduct group meetings and one-on-one consultations in person and virtually.
• Organizational and planning skills, including pipeline management, goal setting, and effective use of CRM or sales tracking tools.
• Comfort with hybrid work, using digital tools and enrollment technology to support clients both remotely and on-site.
• Ability to work independently, demonstrate initiative, and meet or exceed sales and development targets.
• Preferred qualifications: prior experience in voluntary benefits or group insurance, relevant state insurance licensing (or willingness to obtain), and a bachelor’s degree in business, finance, marketing, or a related field.