Benefits Sales Producer in Mechanicsburg, PA at Key Bank- Corporate

Date Posted: 4/20/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    1215 Manor Drive
    Mechanicsburg, PA
  • Job Type:
    Banking
  • Experience:
    Not Specified
  • Date Posted:
    4/20/2018
  • Job ID:
    25926BR

Job Description

ESSENTIAL JOB FUNCTIONS

• Develop an annual marketing plan that provides details on how to achieve annual new business goal, new business development activities, sponsorship / promotional needs, and how to leverage internal resources. Plan will also include client retention strategies.
• Prospect new business by phone, direct mail, referrals, associations, centers of influence and KeyBank tools in accordance with agency guidelines.
• Execute on activities as determined by sales manager to ensure successful sales habits and protocols. Respond to requests for data in a timely fashion.
• Subscribe to consultative sales approach that promotes Key Insurance & Benefit Services’ (KIB) value proposition and our entire suite of services.
• Track and update prospecting and sales activities in Salesforce.
• Cross sell other areas of KIB and KeyBank by developing relationships
• Maintain a direct client relationship, while positioning KIB account management team as the primary contact for day-to-day service needs. Producer to focus primarily on new business development opportunities.
• Support procedures to maximize efficiency and profitability.
• Ensure producer compensation is accurate on a monthly basis and report discrepancies as soon as possible.
• Stays informed of industry news, product developments, legislation, technology and share with sales team as appropriate.
• Build a network of centers of influence inside and outside the company.
• Effectively communicate with business owners, c-suite and decision makers.
• Promote KIB brand and value proposition on a regional basis via seminars, sponsorships, speaking engagements, board positions, newsletters, etc.
• Utilize all sales tools such as Knowledge Hub, MiEdge, First Research, drip campaigns, SMEs, and Avention.
• Identify clients’ financial, strategic, and operational needs and offer solutions.
• Pre-qualify prospects to determine our opportunity for success and identify the key decision makers / stakeholders.
• Participate in KeyBank and community activities.
• Successfully deliver value driven services/solutions to targeted prospects.
• Follow KeyBank KIB policies and procedures.
• Provide solutions for complex issues where analysis of data requires evaluation of a variety of factors including the prospects’ culture, business plan, goals, objectives and employee population.
• Sets reasonable expectations to ensure that deliverables are met in the sales process; and ensures that account management teams provide quality service to all assigned clients. Collaborate with local manager.
• Transitions new accounts to the account management team seamlessly.
• Continually improve technical training and selling skills through formal continuing education, internal resources and carrier meetings.




REQUIRED QUALIFICATIONS

• Three or more years of successful sales experience. Employee Benefits sales experience preferred.
• Bachelor’s degree required
• Required to obtain the appropriate state licensing with 90 days of hire with preference given to those with existing insurance licensure and/or industry designations. Maintain valid insurance license and satisfy continuing education requirements.
• Above average oral and written communication skills
• Good mathematical skills
• High degree of self-discipline and motivation
• Demonstrate skills of persuasion and negotiation
• Must hold a valid driver’s license and ability to travel as needed
• Basic computer skills (Outlook, Word, Excel, Powerpoint)
• Excellent phone communication
• Resilient

ABOUT KEY:
KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.

ABOUT THE BUSINESS:
Key Community Bank serves individuals and small to midsized businesses from Maine to Alaska through our 15-state network of over 1,200 branches, 1,500 ATMs, telephone banking and robust online and mobile platforms. KeyBank’s Consumer/Business Banking segment provides consumers and small business owners with straightforward banking solutions and personal finance expertise that helps them make confident financial decisions today and plan for tomorrow. Key Private Bank offers wealth planning that follows a consistent, disciplined approach guided by objective advice based on each unique situation. KeyBank Commercial Bank offers midsize business financial services that drive growth and profitability and help business owners identify new opportunities with products and services including deposit, cash management, investment services, commercial lending, equipment leasing, and asset-based lending.

FLSA STATUS:Exempt

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

JobID: 25926BR

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