Small Business Sales Specialist - Dallas/Fort Worth

Small Business Sales Specialist (SBSS)

Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work in the contiguous states plus AK. Candidates must reside in the territory they will be supporting Dallas/Fort Worth or Austin, TX.

The opportunity:

In the role of The Small Business Sales Specialist (SBSS), you will be responsible for acquiring new clients with 10-50 employees through the sale of our comprehensive group benefits portfolio. In this role, you will focus on building relationships, providing timely quotes, and collaborating with internal partners to secure profitable business opportunities that meet client needs.

How you will contribute:

• Achieve individual sales goals exceeding $3,000,000 annually
• Sell and market our broad portfolio of products, including: Group Life Insurance, Long Term Disability, Short Term Disability, Dental & Vision, Supplemental Health Products
• Develop and maintain relationships with insurance brokers, general agents, and consultants
• Create and execute a strategic business plan for your designated territory
• Prospect new clients and develop a book of business through remote/virtual engagement
• Meet product targets and individual sales goals
• Build internal relationships to maximize performance, create specialized client solutions and retention strategies
• Provide timely, accurate quotes that meet client needs and represent profitable growth
• Execute sales strategies resulting in profitable growth
• Develop underserved markets through remote work and local presence
• Enhance key broker interactions and deepen top broker relationships
• Analyze broker scorecards, leverage intelligence, and implement effective selling strategies
• Conduct proactive client outreach through education, events, and networking
• Drive new business activities (calls, meetings, proposals, presentations, negotiations, closing)
• Maintain accurate records and track progress in Salesforce
• Act as a deal maker/closer in sales execution and negotiation
• Strategically plan business development activities

What you will bring with you:

• 1-2 years of insurance or related sales experience, preferably in group insurance
• Working knowledge of benefits technology
• Life, Accident, and Health insurance license preferred
• Strong marketplace awareness and ability to build/maintain local networks
• Excellent skills in: Consultative/Value Selling, Negotiation, Analytical/Problem Solving, Time Management, Relationship Management
• Contribute to larger market sales goals by assisting with cases above 50 lives, as required
• Stay informed about industry trends and competitive landscape
• Participate in ongoing training and professional development opportunities

The annual base salary for this position is $50,000, plus the ability to earn variable incentive compensation through a sales incentive plan.