Workplace Benefits Specialists – Business Market
Bank of America
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San Antonio, TX
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Not Applicable
Posted March 26, 2026
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Responsibilities
Commitments
Responsibilities
- Partners with Banking relationship managers (Business Bank) to identify employee benefits sales opportunities (Defined Contribution, Defined Benefit, NQDC, Equity, Health Benefit Solutions).
- Coordinates pipeline with RMs, sales teams and advisors.
- Develops and leverages strategies for client engagement and activities.
- Serves as the lead for preparation of sales materials, pricing and proposals as well as client interaction through close of sales for Defined Contribution, Defined Benefit and NQDC opportunities in the less than $10M market segment.
- Provides guidance to more junior staff, but has no formal supervisory responsibility.
- 10 years of Retirement or Benefits experience; of which five or more years should be sales related.
- Required comprehensive knowledge of the retirement and/or employee benefits business and superior sales skills.
- Series 7 and 63/65 or 66 and Insurance Licenses.
Commitments
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Not Met Priorities
What still needs stronger evidence
Requirements
- 10 years of Retirement or Benefits experience; of which five or more years should be sales related.
- Required comprehensive knowledge of the retirement and/or employee benefits business and superior sales skills.
- Series 7 and 63/65 or 66 and Insurance Licenses.
- 10+ years of Retirement and/or Benefits experience, a minimum of five of which is sales related
- Comprehensive knowledge of the retirement and/or employee benefits business and superior sales skills
- Series 7 and 63/65 or 66 and insurance licenses
- Business Acumen
- Business Development
- Oral Communications
- Pipeline Management
- Presentation Skills
- Benefits Plan Development
- Client Management
- Emotional Intelligence
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Partners with Banking relationship managers (Business Bank) to identify employee benefits sales opportunities (Defined Contribution, Defined Benefit, NQDC, Equity, Health Benefit Solutions). Coordinates pipeline with RMs, sales teams and advisors. Develops and leverages strategies for client engagement and activities. Serves as the lead for preparation of sales materials, pricing and proposals as well as client interaction through close of sales for Defined Contribution, Defined Benefit and NQDC opportunities in the less than $10M market segment. Provides guidance to more junior staff, but has no formal supervisory responsibility. 10 years of Retirement or Benefits experience; of which five or more years should be sales related. Required comprehensive knowledge of the retirement and/or employee benefits business and superior sales skills. Series 7 and 63/65 or 66 and Insurance Licenses.
Required Qualifications:
10+ years of Retirement and/or Benefits experience, a minimum of five of which is sales related
Comprehensive knowledge of the retirement and/or employee benefits business and superior sales skills
Series 7 and 63/65 or 66 and insurance licenses
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
Shift:
1st shift (United States of America)
Hours Per Week:
40
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Partners with Banking relationship managers (Business Bank) to identify employee benefits sales opportunities (Defined Contribution, Defined Benefit, NQDC, Equity, Health Benefit Solutions). Coordinates pipeline with RMs, sales teams and advisors. Develops and leverages strategies for client engagement and activities. Serves as the lead for preparation of sales materials, pricing and proposals as well as client interaction through close of sales for Defined Contribution, Defined Benefit and NQDC opportunities in the less than $10M market segment. Provides guidance to more junior staff, but has no formal supervisory responsibility. 10 years of Retirement or Benefits experience; of which five or more years should be sales related. Required comprehensive knowledge of the retirement and/or employee benefits business and superior sales skills. Series 7 and 63/65 or 66 and Insurance Licenses.
Required Qualifications:
10+ years of Retirement and/or Benefits experience, a minimum of five of which is sales related
Comprehensive knowledge of the retirement and/or employee benefits business and superior sales skills
Series 7 and 63/65 or 66 and insurance licenses
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
Shift:
1st shift (United States of America)
Hours Per Week:
40