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.
- 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.
Skills Required
- Bachelor's degree or equivalent education and experience
- 3+ years of successful business to business experience in employee benefits brokerage or health plan group product sales
- Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 3 months of hire
NBT Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about NBT Bank and has not been reviewed or approved by NBT Bank.
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Retirement Support — Retirement offerings include a 401(k) with company match alongside a pension plan—an uncommon combination. Mentions of a match up to 6% and positive callouts of the pension reinforce depth.
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Leave & Time Off Breadth — Time-off benefits include paid holidays and substantial PTO. Generous starting PTO amounts are specifically referenced.
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Wellbeing & Lifestyle Benefits — Resources include an Employee Assistance Program, financial wellness tools, and wellness champions, with recognition such as Cigna’s 2025 Gold Healthy Workforce Designation. Banking product discounts and development support complement these offerings.
NBT Bank Insights
What We Do
NBT Bancorp Inc. is a financial services holding company headquartered in Norwich, N.Y. The company primarily operates through NBT Bank, N.A., a full-service community bank and two financial services companies. NBT Bank has over 150 locations in seven states with offices in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, Maine and Connecticut. NBT Bank is an Equal Housing Lender and member of FDIC. EPIC Advisors, Inc., based in Rochester, N.Y., is a full-service 401(k) plan recordkeeping firm. NBT Insurance Agency, LLC, based in Norwich, N.Y., is a full-service insurance agency.
