Sales Associate Account Manager

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.

Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.  

Job Description:

The opportunity:

The Sales Associate Account Manager provides high level support to the Sales Team and is an integral part of the sales process and increased sales for PinnacleCare. The incumbent will provide assistance with the Account Management function of Membership On Boarding, Renewals, managing the sales pipeline, providing sales and prospecting support, and developing sales skills for future potential to move into the Business Development Senior Consultant.

How you will contribute:

Sales Development and Skills

• Develop sales skills through listening on calls and taking notes

• Engage in sales meetings, offer suggestions and stay informed on numbers(pipeline, closed sales, qualified to unqualified, and web to direct or member referral)

• Act as project manager for ongoing campaigns, ensure progress of projects runs smoothly

• Develop email communications that reflect the culture of PinnacleCare

• Develop proposals when needed with input from SVP or Sales Team

Relationship Management

• Assist team with maintaining relationships with Members through thoughtful communications and touch-points.

• Assist with Renewals and provide updates on hours usage for Members

• Work with Renewals Manager to manage upcoming renewals

• Triage issues to Sr. VP and team

What you will bring with you:

• Bachelor’s Degree.

• Prior experience in relationship management or wealth management a plus

• Outstanding interpersonal and written/verbal skills

• Ability to establish and maintain warm and professional relationships with prospective members and leads.

• Proficiency in computer applications: Microsoft Office, Internet navigation. Knowledge of CRM database applications.

• Excellent time management, follow-through and ability to get things done in a deadline driven environment.

• Must be able to maintain a high level of confidentiality.

• Must present a high level of professional conduct

• This position also requires a great deal of teamwork, including asking questions, posing creative ideas, offering solutions and meeting regularly to assess work quality.

• This position primarily involves sitting at a desk, using a computer and phone.

• Travel will be required with 2 nights 3 days

• Proactively build and maintain the sales pipeline and make sure there is follow up with all inquiries.

• Stage each lead

• Research each lead and enter information into database

• Enter all advisor communications, etc into database

• Provide detailed summaries to SVP each week and participate on calls to discuss tactical plans for the day/week to come

• Work with the 3 sales team to on board new Memberships.

• Respond promptly with Application and other necessary forms to start the account opening process

• Join calls and take clear/detailed notes for the CI Form

• Schedule/make calls to new prospects

Salary Range: $58,800 - $88,200

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

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