Full-Time

Workplace Benefits Solutions

Corporate Market

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking, investment, and asset management services

Fintech
Financial Services

Expert

Scottsdale, AZ, USA + 1 more

More locations: Phoenix, AZ, USA

Category
Inside Sales
Sales & Account Management
Required Skills
Sales
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 (preferred at time of hire) or must obtain within business specific timeframe, and Insurance Licenses.
  • High School Diploma / GED / Secondary School or equivalent
Responsibilities
  • Partners with Global Commercial Bank (GCB) relationship managers to identify employee benefits sales opportunities (Defined Contribution, Defined Benefit, NQDC, Equity, Health Benefit Solutions).
  • Coordinates pipeline with RMs and sales teams.
  • 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 corporate market market segment.
  • Provides guidance to more junior staff, but has no formal supervisory responsibility.

Bank of America provides a wide range of financial services, including banking, investing, asset management, and risk management products. It caters to individuals, small and medium-sized businesses, and large corporations, serving around 56 million consumer and small business accounts in the U.S. The company's services include personal banking, credit cards, loans, and investment options. Bank of America stands out from its competitors by being a leading wealth management firm and a major player in corporate and investment banking and trading. The goal of Bank of America is to help clients achieve their financial goals and manage their wealth effectively.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased focus on digital banking enhances customer experience and engagement.
  • Partnerships with fintech companies offer innovative financial products and services.
  • Expansion of sustainable finance initiatives meets demand for responsible banking.

What critics are saying

  • Economic downturns could impact the bank's profitability and loan performance.
  • Regulatory changes may affect operational flexibility and compliance costs.
  • Cybersecurity threats pose risks to customer data and financial transactions.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • It serves approximately 56 million U.S. consumer and small business relationships.
  • The bank offers a full range of financial and risk management products.

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