Business Development:
- Proactively identify and pursue new business opportunities for group benefit and retirement plans.
- Build and maintain a robust pipeline of potential clients through networking, cold calling, and market research.
Client Consultation:
- Conduct thorough needs assessments with clients to understand their unique group benefits and retirement plan requirements.
- Provide tailored and strategic recommendations to address client objectives.
Proposal Development:
- Prepare comprehensive and competitive proposals for group benefit and retirement plans, ensuring alignment with client needs and industry benchmarks.
- Collaborate with internal teams to develop innovative solutions.
Client Relationship Management:
- Cultivate strong, long-term relationships with clients, acting as a trusted advisor on group benefit and retirement plan matters.
- Provide ongoing support, addressing inquiries, and proactively identifying opportunities for plan optimization.
Market Intelligence:
- Stay informed about industry trends, regulatory changes, and competitive landscape affecting group benefits and retirement plans.
- Share insights internally to contribute to product and service enhancements.
Collaboration with Internal Teams:
- Work closely with the service and operations teams to ensure seamless onboarding of new clients.
- Collaborate on the development of customized solutions that meet client expectations.
Sales Reporting:
- Maintain accurate and up-to-date records of sales activities, client interactions, and revenue projections.
- Provide regular reports on sales performance and contribute to forecasting efforts.
