Aegon · 6 hours ago
Sr Regional Sales Specialist - Employee Benefits
United States
Full-time
Remote
Mid, Senior Level
$70K/yr - $90K/yr
5+ years expAegon is seeking a Senior Regional Sales Specialist in Employee Benefits who will collaborate with various stakeholders to achieve sales growth objectives. The role involves managing sales opportunities, developing competitive proposals, and optimizing processes to enhance broker relationships and client satisfaction.
Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement
No H1B
Responsibilities
Collaborate with assigned Regional Vice President (RVP) to evaluate sales opportunities, prioritize proposal volumes, develop strong broker relationships, and determine territory strategy to support broker development and sales results
Manage sales opportunity pipeline and analyze data provided to understand case complexity and requirements, determine the product offerings and plan designs that will best meet the client needs, and prioritize workload to meet client deadlines
Build competitive plan designs and determine the product offerings that will deliver the best value to clients using Employee Benefits product expertise and industry experience
Use digital platforms (proposal system, CRM) and associated workflows to manage sales opportunities from intake through implementation and ensure a smooth and optimal customer experience. Adhere to prescribed RFP and underwriting submission processes and ensure timely input and accuracy of recordkeeping
Manage request for proposal and quoting process including underwriting feasibility, experience evaluation and proposal accuracy. Adhere to compliance controls and evaluate risk factors to determine if the sales opportunity is appropriate to pursue
Partner with RVP and account management teams to identify cross selling opportunities
Support RVP in finalist presentations to align content with territory strategy and clearly communicate the value proposition of the product offering
Collaborate with the new business implementation team to support onboarding of new cases. Participate in internal and external implementation calls as needed
Develop framework and processes for the sales enablement organization leveraging expertise of process development, digital sales enablement tools (proposal system, CRM) and group and voluntary benefits products
Provide guidance to regional sales support team members by supporting training, complex problem resolutions, and roll out of new capabilities
Leader key broker relationships as assigned and maintain the support model applied by the team. Structure format and cadence for monthly reporting, communication guidelines, and direction on support needs identified by the Employee Benefits distribution channel leaders
Liaise with cross functional stakeholders to understand and support resolution of process gaps to optimize workflow and quality of team output
Undertake special projects as assigned to advance the employee benefits strategy and distribution model across sales channels
Qualification
Required
Bachelor's degree in a business field or equivalent experience
Five years of employee benefits experience
Three years of sales support or sales enablement experience
In-depth knowledge of sales enablement best practices and digital platforms to make recommendations on workflow and development needs
Understanding of supplemental life/health and/or group life and disability products
Experience using Salesforce or other customer relationship management (CRM) tools
Outstanding relationship management and customer service skills
Excellent written and verbal communication skills
Problem solving, decision making, and analytical skills
Self-motivated with the ability to manage multiple tasks and deadlines
Preferred
Knowledge of Transamerica distribution
Life & Health insurance license
Benefits
Annual Bonus based on the Company Bonus Plan/Individual Performance
Company
Aegon
Aegon offers products and services in the life insurance, pension, retirement, and asset management fields.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$760M2024-04-10Post Ipo Debt· $760M
1999-04-01IPO
Leadership Team
Lard Friese
Chief Executive Officer
Duncan Russell
Chief Financial Officer
Recent News
2026-01-22
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2026-01-12
Alternative Credit Investor
2026-01-03
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