Small Business Sales Specialist - Dallas/Fort Worth

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.  

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.

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We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive.  We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate.  We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life

At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program.  Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account.  Enjoy a flexible, inclusive and collaborative work environment that supports career growth.  We’re proud to be recognized in our communities as a top employer.  Proudly Great Place to Work® Certified in Canada and the U.S., we’ve also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row.  Visit our website to learn more about our benefits and recognition within our communities.

We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email [email protected] to request an accommodation.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

We do not require or administer lie detector tests as a condition of employment or continued employment.

Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.