1+ months

Employee Benefits Specialist

Indianapolis, IN 46202
Employee Benefits Specialist

Columbus, Ohio;Cincinnati, Ohio; San Diego, California; Indianapolis, Indiana; Sewickley, Pennsylvania; , United States; Kansas City, Missouri; Saint Louis, Missouri

**Job Description:**

The Employee Benefits Specialist will partner with Banking Relationship Managers (Business, Commercial) to identify benefits sales opportunities and drive growth across Defined Contribution (DC), Defined Benefits (DB), Nonqualified Defined Contribution (NQDC), Equity, and Health Benefits Solutions (HBS) products in a specified geographic region. They will also be aligned to a geographic region ofretirement-designatedAdvisors to drive business development and execution. Specific responsibilities include:

+ Business Identification & Development:

+ Leverages data analytics on existing bank portfolio of clients to identify client engagement opportunities

+ Engages in business development activities with Advisors to promote the benefits of retirement plan business, construct strategic prospecting plans and prepare Advisors for effective client engagement from point-of-sale through the duration of the relationship

+ Communicates sales targets and shares measurement metrics to align Banking Relationship Managers and Merrill designated advisors toward goal achievement

+ Coordinates and promotes Local Market Events (e.g. HR Symposiums)

+ Manages pipeline of active deals with precision and records all high-value activities performed into CRM tool

+ Client Engagement:

+ Leverages client management process and prescriptive prioritization of client interactions

+ Partners with Banking Relationship Managers for initial introduction to clients and prospects

+ Prepares and delivers client presentations in partnership with Relationship Managers and retirement designated Advisors from Discovery to Finals stage, and offers guidance through the on-boarding process to ensure an optimal client transition experience

+ Effectively manages multiple facets of the sales process including meeting coordination, RFP responses, product comparisons, proposals, follow-up items/activities, etc.

+ Engages with Banking and Advisory leaders to best align activities with shared goals, to optimize business results through a collaborative partnership

+ Continued Growth & Relationship Management:

+ Develops partnerships with key Bank of America stakeholders to drive issue resolution and deliver marketplace intelligence to assist with product evolution

+ Identifies and engages local market teams for servicing and remains engaged with HR on proactive relationship management and client relationship deepening opportunities.

+ Promotes productenhancements/capabilitieswith key stakeholders to ensure an on-going optimized client experience for Institutional Retirement clients


+ Bachelors Degree Strongly Preferred

+ Must have Series 7, 63/65 or 66 licenses (or ability obtain within Compliance Deadline)

+ Life & Variable Insurance licenses required (or ability obtain within Compliance Deadline)

+ 10 years of Retirement or Benefits experience, of which five or more should be sales related

+ Strong financial aptitude

+ Superior technical expertise in retirement plans and/or benefits plans required, with a strong acumen of the competitive landscape

+ Ability to communicate complex information to a wide variety of personnel in a clear, concise and well-organized manner

+ Stronginterpersonal/rapportbuilding skills are required to build relationships with banking partners and prospective clients and to enhance Bank of Americas brand in the Retirement and Employee Benefits marketplace

+ Proficiency in use of MS Office suite of tools

+ Familiarity with managing activities and pipeline in a CRM tool (experience with SalesForce.com is preferred)

+ Approximately up to 75% travel (within specified territory)

Note:This position can be filled throughout the U.S.; however, the main area of interest resides in NE, SE and Mid-Atlantic regions.


1st shift (United States of America)

**Hours Per Week:**


Full time


Manages People: No

Travel: Yes, 75% of the time

Talent Acquisition Contact:

Referral Bonus:

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .

To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .


  • Banking / Finance
Posted: 2019-11-09 Expires: 2020-01-13

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.

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Employee Benefits Specialist

Bank of America
Indianapolis, IN 46202

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