Workplace Benefits Specialist – Corporate Market (NYC)

Sorry, this job was removed at 08:53 p.m. (UTC) on Tuesday, Sep 22, 2026
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New York, NY, USA
In-Office
200K-230K Annually
Expert/Leader
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Role
Develops and closes workplace benefits sales opportunities in the over-$10 million corporate market. Partners with relationship managers, advisors, and sales teams to manage pipelines, client engagement, pricing, proposals, and sales materials for defined contribution, defined benefit, and NQDC solutions. Leads client interactions through closing, provides guidance to junior staff, and applies retirement benefits expertise and sales strategy without formal supervisory responsibility.
Summary Generated by Built In

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Partners with Banking Relationship Managers and Advisors to identify Workplace Benefits sales opportunities (Defined Contribution, Defined Benefit, NQDC, Equity, Health Benefit Solutions). Coordinates pipeline with RMs, sales teams and advisors. Develops and leverages strategies for client engagement and activities. Serves as the lead for preparation of sales materials, pricing and proposals as well as client interaction through close of sales for Defined Contribution, Defined Benefit and NQDC opportunities in the over $10M market segment. Provides guidance to more junior staff, but has no formal supervisory responsibility.

Required:

  • 10 years of Retirement or Benefits experience; of which five or more years should be sales related.

  • Required comprehensive knowledge of the retirement and/or employee benefits business and superior sales skills.

  • Series 7 and 66 (63/65) and Life & Variable Annuity licenses required (or ability obtain within Compliance Deadline).

Skills:

  • Business Acumen

  • Business Development

  • Oral Communications

  • Pipeline Management

  • Presentation Skills

  • Benefits Plan Development

  • Client Management

  • Emotional Intelligence

  • Product Marketing and Branding

  • Active Listening

  • Collaboration

  • Executive Presence

  • Relationship Building

  • Sales Strategy

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range$200,000.00 - $230,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Skills Required

  • At least 10 years of retirement or employee benefits experience, including at least five years of sales experience
  • Comprehensive knowledge of the retirement and/or employee benefits business
  • Superior sales skills
  • Series 7 and Series 66 licenses, or Series 63/65 licenses, or ability to obtain them within the compliance deadline
  • Life and Variable Annuity licenses, or ability to obtain them within the compliance deadline
  • High school diploma, GED, secondary school qualification, or equivalent

Bank of America Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Bank of America and has not been reviewed or approved by Bank of America.

  • Healthcare Strength — Health coverage is described as comprehensive, with medical, dental, vision, virtual care via Teladoc, wellness programs, and specialized support for cancer and menopause. Wellness credits and an always‑on EAP with in‑person sessions add to the depth of care.
  • Parental & Family Support — New parents can access up to 26 weeks of leave, including 16 weeks fully paid for eligible teammates, alongside back‑up child and adult care. Family‑building resources and reimbursements (e.g., fertility, adoption, surrogacy) and a dedicated Life Event Services team extend support across life stages.
  • Equity Value & Accessibility — Broad‑based equity through the Sharing Success program, including $1B in stock to nearly all non‑executive employees in January 2026, is intended to foster an ownership mindset. Stock awards (including RSUs) are a recurring component that aligns employees’ interests with shareholders.

Bank of America Insights

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The Company
HQ: Charlotte, NC
208,000 Employees
Year Founded: 1784

What We Do

We make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth. Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.

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