Sales Consultant Associate

Job Posting End Date: April 30

When you join the team at Unum, you become part of an organization committed to helping you thrive.

Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide: 

• Award-winning culture 

• Inclusion and diversity as a priority 

• Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability 

• Generous PTO (including paid time to volunteer!) 

• Up to 9.5% 401(k) employer contribution 

• Mental health support 

• Career advancement opportunities 

• Student loan repayment options 

• Tuition reimbursement

• Flexible work environments 

*All the benefits listed above are subject to the terms of their individual Plans.

And that’s just the beginning…  

With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you’re directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today! 

General Summary:

The Small Business Consultant functions as a marketing and technical expert who represents Unum – educating and motivating other professionals to sell Unum products to their clients in the small case market. The SBC is responsible for building relationships with insurance brokers, agents and consultants to advise, educate, price and negotiate the best employee benefit offering for their employer clients.

Principal Duties and Responsibilities

• Achieve office and personal sales goals through consultation, negotiations and positioning of Unum offerings within profit and product design guidelines.
• Execute a renewal plan to achieve financial results for a specific block of business. 
• Develop and build relationships with brokers in an assigned territory and/or for assigned products in the small case market
• Build a pipeline of opportunities to sell and support the acquisition and retention of new customers in the small case market
• Acquire a broad knowledge of Unum’s group and voluntary product portfolio and service offerings and how to position sales solutions to brokers and clients
• Work with Quote Unum and Underwriting to effectively negotiate and price business in the small case market
• Build strong broker/distribution partnerships
• Build strong sales team partnerships
• Execute broker development plans to expand market
• Manage pricing authority and coordinating risk decisions with underwriting
• Educate brokers and clients on key product, statutory and compliance topics pertaining to applicable insurance offerings
• Partner with home office operations and sales management to ensure optimum service delivery
• Advise on the enrollment strategy for new and existing customers and work with MC team to ensure optimum enrollment results
• Prepare and present block reviews for top brokers
• May perform other duties as assigned

Job Specifications

• Bachelors degree required
• Licensed to solicit insurance in the states within assigned office (use Field Comp Policy & Practice document for specific details on licensing requirements)
• Demonstrated ability to establish a leadership presence with internal and external partners along with a strong ability to create relationships
• Excellent interpersonal, collaboration and presentation skills
• Ability to handle multiple, often competing priorities
• Highly energized, motivated self-starter who thrives on a challenge and in a fast-paced environment
• High level of organization, implementation/execution and project management abilities
• Demonstrate a "can-do" spirit, a sense of optimism and excitement, ownership and commitment/loyalty
• Goal and results oriented
• Strong ability to think and implement strategically and tactically
• Strong ability to influence and persuade
• Strong oral and written communication skills as well as problem solving skills
• Ability to work with a team to achieve optimal sales results
• Ability to travel on a limited basis

Unum and Colonial Life are part of Unum Group, a Fortune 500 comp