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Sales Associate Account ManagerSun Life • Milwaukee, Wisconsin, United States
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Sales Associate Account Manager

Sun Life
  • US
    Milwaukee, Wisconsin, United States
  • US
    Milwaukee, Wisconsin, United States
Jetzt Bewerben

Über

Job Description The Sales Associate Account Manager provides high level support to the Sales Team and is an integral part of the sales process and increased sales for PinnacleCare. The incumbent will provide assistance with the Account Management function of Membership On Boarding, Renewals, managing the sales pipeline, providing sales and prospecting support, and developing sales skills for future potential to move into the Business Development Senior Consultant.
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, and web to direct or member referral)
Act as project manager for ongoing campaigns, ensuring progress of projects 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.
This position also requires a great deal of teamwork, including asking questions, posing creative ideas, offering solutions and meeting regularly to assess work quality.
This position primarily involves sitting at a desk, using a computer and phone.
Travel will be required with 2 nights 3 days.
Proactively build and maintain the sales pipeline and make sure there is 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: $58,800 - $88,200
At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.
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.
We will make reasonable accommodations to the known physical or mental limitation 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 thebrightside@sunlife.com 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.
Job Category Sales - Distribution Support
Posting End Date 21/06/2026
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  • Milwaukee, Wisconsin, United States

Sprachkenntnisse

  • English
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