Senior Retirement Benefits Strategist

Bank of America; New York (NY); On-site; USD 200,000 - 230,000; Full time

Benefits offered by this job

Competitive benefits

Onsite role

Job summary

Bank of America seeks an experienced retirement/benefits sales professional to collaborate with Relationship Managers to identify and pursue Defined Contribution, Defined Benefit, and NQDC opportunities in the over $10M market. The role requires deep retirement knowledge and strong sales execution.

You will prepare materials, pricing, and proposals, coordinate with teams, and guide junior staff without formal supervision. Onsite work in NYC is expected with potential travel.

Qualifications

• Requires 10 years of retirement or benefits experience, with at least 5 years in sales.

Responsibilities

• Partner with Banking Relationship Managers and Advisors to identify Workplace Benefits sales opportunities in defined contribute/benefit lines.

Skills

Business Acumen

Business Development

Oral Communications

Pipeline Management

Presentation Skills

Benefits Plan Development

Client Management

Emotional Intelligence

Product Marketing and Branding

Active Listening

Collaboration

Executive Presence

Relationship Building

Sales Strategy

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks an experienced retirement/benefits sales professional to collaborate with Relationship Managers to identify and pursue Defined Contribution, Defined Benefit, and NQDC opportunities in the over $10M market. The role requires deep retirement knowledge and strong sales execution.

You will prepare materials, pricing, and proposals, coordinate with teams, and guide junior staff without formal supervision. Onsite work in NYC is expected with potential travel.