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Sales Associate Account ManagerSun Life • Baltimore, Maryland, United States
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Sales Associate Account Manager

Sun Life
  • US
    Baltimore, Maryland, United States
  • US
    Baltimore, Maryland, United States
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À propos

Job Description The Sales Associate Account Manager provides high level support to the Sales Team, acting as an integral part of the sales process and increased sales for PinnacleCare. The incumbent supports the Account Management functions of Membership On Boarding, Renewals, manages the sales pipeline, provides sales and prospecting support, and develops sales skills for future potential to move into the Business Development Senior Consultant.
How you will contribute Sales Development And Skills
Develop sales skills through listening on calls and taking notes
Engage in sales meetings, offer suggestions and stay informed on numbers (pipeline, closed sales, qualified to unqualified, web to direct or member referral)
Act as project manager for ongoing campaigns, ensuring progress runs smoothly
Develop email communications that reflect the culture of PinnacleCare
Develop proposals when needed with input from SVP or Sales Team
Relationship Management
Assist team with maintaining relationships with Members through thoughtful communications and touch-points.
Assist with Renewals and provide updates on hours usage for Members
Work with Renewals Manager to manage upcoming renewals
Triage issues to Sr. VP and team
What you will bring with you
Bachelor’s Degree.
Prior experience in relationship management or wealth management a plus
Outstanding interpersonal and written/verbal skills
Ability to establish and maintain warm and professional relationships with prospective members and leads.
Proficiency in computer applications: Microsoft Office, Internet navigation. Knowledge of CRM database applications.
Excellent time management, follow-through and ability to get things done in a deadline driven environment.
Must be able to maintain a high level of confidentiality.
Must present a high level of professional conduct
Position requires teamwork, including asking questions, posing creative ideas, offering solutions and meeting regularly to assess work quality.
Position primarily involves sitting at a desk, using a computer and phone.
Travel will be required: 2 nights 3 days
Proactively build and maintain the sales pipeline and ensure follow up with all inquiries.
Stage each lead
Research each lead and enter information into database
Enter all advisor communications into database
Provide detailed summaries to SVP each week and participate on calls to discuss tactical plans for the day/week to come
Work with the 3 sales team to onboard new Memberships.
Respond promptly with Application and other necessary forms to start the account opening process
Join calls and take clear/detailed notes for the CI Form
Schedule/make calls to new prospects
Salary Range Salary Range: $58,800 - $88,200
Job Category Sales - Distribution Support
Legal and Equal Opportunity 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.
Posting End Date Posting End Date: 21/06/2026
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  • Baltimore, Maryland, United States

Compétences linguistiques

  • English
Avis aux utilisateurs

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