Sales Executive - Employee Benefits

Sales Executive’s primary purpose is to drive new business growth within the agency. Sales Executive’s will develop and maintain favorable customer relationships with both new and existing customers. This person will be responsible for prospecting, soliciting, quoting, and selling new group sales related to Employee Benefits. Will provide the review of existing benefit plan coverages, perform a market analysis, and prepare strategy recommendations tailored to the clients’ individual needs. The Sales Executive is responsible for ensuring the successful onboarding of any new digital benefit platforms recommended and conducting the initial Open Enrollment. Will develop and execute individual business plans to meet sales and growth goals as assigned by management. Sales Executives are expected to grow their book of business year over year.

Education and Experience:

• Bachelor’s degree or equivalent education and experience required.

• 3+ years of successful business to business experience of which must have been in employee benefits brokerage or health plan group product sales.

• In-depth knowledge of employee welfare benefits, understanding HMOs, PPOs, Self-Insured and Consumer Directed Health Plans, as well as ancillary coverages such as life, disability and dental insurance.

• Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 3 months of hire.

Skills and Abilities:

• Advanced knowledge and commitment to continuing education with Employee Benefits insurance products, cost-containment strategies, risk management solutions and industry trend relevancy.

• Ability to synthesize and consult on all different benefit funding arrangements, products, and technologies to deliver a creative, comprehensive employee benefit program proposal.

• Proven relationship building skills to support business development efforts (internal, external, COI)

• Ability to work with regional banking and insurance teams to achieve mutual business development and retention goals.

• To be successful in this position it takes a professional who posses the right combination of excellent communication skills, good judgment, business acumen, and sound analytical skills.

• Requires strong planning, organizational, problem solving and time management skills with the flexibility to adjust to changing priorities.

• Requires effective verbal and written communication skills plus the ability to develop effective relationships.

• Must be self-directed and be able to accomplish work with limited supervision and general work direction.

• Proficient with Microsoft Word, Excel, Power Point, and Agency management software solutions.

Tasks Performed:

• 50% Achieve individual revenue and growth goals by prospecting, developing, and closing middle market new business opportunities.

• 30% Achieve individual customer retention targets through the successful delivery of risk management advisory services, account cross selling, and general customer service.

• 15% Work closely with regional banking partners to achieve mutual business development goals.

• 5% All other tasks as assigned by management.

Physical Requirements:

• Communicate effectively with internal and/or external customers

• Stationary 50% of time

• Move about within or between locations

• Bend, Twist, Crouch, Squat

• Move Objects to Maximum 10 lbs

Why Work at NBT

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.

Wellbeing

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.

Community Involvement

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.

Culture

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.

Career Development

Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.

Total Rewards

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.

Business Stability

NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.

Benefits for Full-Time Employees:

• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.

• Parental Leave: Six weeks of paid leave at 100% of your salary.

• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.

• Dental and Vision Coverage: Ensuring your overall health and well-being.

• Flexible Spending Accounts: For healthcare and dependent care expenses.

• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.

• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.

• Voluntary Benefits: Including hospital, accident, and critical illness coverage.

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.

• Adoption Assistance: Supporting your growing family.

• Tuition Reimbursement: Invest in your education and career growth.

• Employee Assistance Program (EAP): Access to support and resources.

• Pet Insurance: For all your furry friends.

• Financial and Banking Services: Various banking services benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20+ Hours/Week:

• Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.

• Dental and Vision Coverage: Ensuring your overall health and well-being.

• Voluntary Benefits: Including hospital, accident, and critical illness coverage.

• Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees:

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future

• Paid Sick and Safe Leave: For your health and safety.

• Employee Assistance Program (EAP): Access to support and resources.

• Financial and Banking Services: Various banking services benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.

NBT Bank offers a stimulating work environment that recognizes talent and encourages teamwork. Our employees benefit from a total compensation package, including competitive salary, bonuses and a wide range of benefits for eligible employees. Join NBT Bank and build your career through the many growth, learning and collaborative opportunities made available across the company.

• EEO is the law (

• EEO is the Law Poster Supplement

• Pay Transparency Nondiscrimination Provision (

• Family Medical Leave Act (FMLA) Poster

• Employee Polygraph Protection Act (EPPA) (

NBT Bank is an equal opportunity employer and fully supports a diversified environment. We do not discriminate against any applicant or employee because of race, color, religion, sex, national origin, age, disability, sexual orientation, marital status or veteran status, recently separated veterans, genetic information, victims of domestic violence and stalking or any other class protected by Federal, State or local law. This policy applies to all terms of employment.

NBT Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the Careers website or submission process, please call View phone number on click.appcast.io or contact us via email at View email address on click.appcast.io. The Human Resources Shared Service Center hours of operation are Monday through Friday, 8:00 AM to 5:00 PM EST.