Job Description:

　　Business Identification & Development:

　　Leverages data analytics on existing bank portfolio of clients to identify client engagement opportunitiesEngages in business development activities with Advisors to promote the benefits of retirement plan business, construct strategic prospecting plans and prepare Advisors for effective client engagement from point-of-sale through the duration of the relationshipCommunicates sales targets and shares measurement metrics to align Banking Relationship Managers and Merrill designated advisors toward goal achievementCoordinates and promotes Local Market Events (e.g. HR Symposiums)Manages pipeline of active deals with precision and records all high-value activities performed into CRM tool

　　Client Engagement:

　　Leverages client management process and prescriptive prioritization of client interactionsPartners with Banking Relationship Managers for initial introduction to clients and prospectsPrepares and delivers client presentations in partnership with Relationship Managers and retirement designated Advisors from Discovery to Finals stage, and offers guidance through the on-boarding process to ensure an optimal client transition experienceEffectively manages multiple facets of the sales process including meeting coordination, RFP responses, product comparisons, proposals, follow-upEngages with Banking and Advisory leaders to best align activities with shared goals, to optimize business results through a collaborative partnership

　　Continued Growth & Relationship Management:

　　Develops partnerships with key Bank of America stakeholders to drive issue resolution and deliver marketplace intelligence to assist with product evolutionIdentifies and engages local market teams for servicing and remains engaged with HR on proactive relationship management and client relationship deepening opportunities.

　　Required Skills:

　　Bachelor's DegreeMust have Series 7, 63/65 or 66 licenses (or ability obtain within Compliance Deadline)Life & Variable Insurance licenses required (or ability obtain within Compliance Deadline)10 years of Retirement or Benefits experience, of which five or more should be sales relatedStrong financial aptitudeSuperior technical expertise in retirement plans and/or benefits plans required, with a strong acumen of the competitive landscapeAbility to communicate complex information to a wide variety of personnel in a clear, concise and well-organized mannerStrong interpersonal/rapport building skills are required to build relationships with banking partners and prospective clients and to enhance Bank of America's brand in the Retirement and Employee Benefits marketplaceProficiency in use of MS Office suite of toolsFamiliarity with managing activities and pipeline in a CRM tool (experience with SalesForce.com is preferred)Approximately up to 75% travel (within specified territory)

　　Shift:

　　1st shift (United States of America)

　　Hours Per Week:

　　40