Total 6 finance banking insurance job vacancies in Sales / Marketing category in Chicago

Do you want to be part of a high performing sales team? Do you have a passion for building strong and lasting relationships with customers? Are you a team player who is adept at collaborating across internal and external teams? Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a Sales Analyst, Premier Market to join its Premier Market Group Distribution team. 

The Sales Analyst’s primary accountability is to act as the designated field resource to support Sales Executives and the Client Management team in the 2-1,999 market. They are accountable for following all Standard Operating Procedures (SOPs) for the RFP and New Business/Add Issue submission processes. A successful Sales Analyst must demonstrate strong product / business knowledge, collaboration / communication skills, project management and the ability to perform tasks using technology and systems utilized within Guardian (Outlook, Salesforce, CPS, Excel, Adobe, SharePoint, Access, etc.). The position must balance the needs of the clients with those of the business and respond to customer inquiries with the objective of selling new business, ensuring that client satisfaction, accuracy, competitiveness, and profitability are achieved. Additional major responsibilities include negotiations with Underwriters, effective collaboration with Sales Executives and other team members, and managing the requoting of proposals as needed to help generate sales.

You Will:

Perform duties associated with Inventory Management, RFP processing, and new business/add issue submissions. Position works closely with Sales Executives, Client Management, Rating, Underwriting, Onboarding, and Producers /Assistants to ensure that information required for releasing a competitive quote and submitting new business is received and processed accurately and in a timely manner. 

• Manage RFP Inventory and Quote Process including:
  • reviewing RFP data, discerning what has been received and identifying what is needed to underwrite and release a quote,
  • Partnering with Rating and Quoting to ensure proposals are on track to meet due dates
  • Meeting with team to review inventory status
• Make recommendations regarding benefit / rate options based on analysis of RFP and assessment of customer’s buying triggers through consultative interactions with Sales Executives and customers. 
• Engage key internal stakeholders needed to put together a comprehensive proposal strategy (i.e. dental recruitment, BenTech, Worksite, Enrollment)
• Independently, or in collaboration with Sales Executives:
  • Meet with Underwriting to negotiate rates, exceptions, and approvals; 
  • Discuss RFP, plan design options, and multi-line options with Producers and their assistants,
  • Build strong relationships with underwriting, brokers, and their staff to ensure that customer needs are met while maintaining profitability and acceptable risk.
• Proactively contact Producers / Assistants to follow up on quotes to gauge competitiveness and/or gather post-mortem data.
• If Guardian is awarded the business, work closely with Sales Executive/Underwriter to finalize sold quote and initiate Onboarding process following SOP.
• Handoff and transition case from sales to Onboarding.
• Provide backup support to colleagues as needed.
• Serve as Subject Matter Expert on various Guardian systems and procedures.

You Have:

• BA or BS degree preferred
• 1-3 years of group insurance experience processing RFP preferred
• Knowledge of group insurance, products, and services
• Knowledge of underwriting principles and practices
• Demonstrated success in servicing customers (Producers / Assistants / Planholders)
• Experience working with and addressing the needs of field sales organization in a highly dynamic, fast-paced environment
• Excellent written and verbal communication skills
• Excellent organizational and time management skills

Reporting Relationships

This position reports to the Team Lead.

Location Requirements

• The primary location for this position will be the Chicago Regional Group Office with a hybrid work arrangement (two days per week in office, and three days per week working from home).

Salary Range

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals.  Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.

Health Care

• Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits

• Dental plan

• Vision plan

• Health care accounts – flexible spending, health reimbursement, and health savings accounts

• Critical illness insurance

Life and Disability Insurance

• Company-paid Life and Disability insurance plus voluntary supplemental coverage

• Accident insurance

Retirement and Financial

• 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable

• Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work

• Flexible work arrangements (part in-person/part remote)

• Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement

• Personal holidays for colleagues to use in recognition of religious, cultural, or civic days

• Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life

• Emotional well-being, mental health, and work/life resources powered by Spring Health

• Wellness programs, including fitness program and equipment reimbursement

• Child, adult, and elder back-up care support through Bright Horizons

• Adoption assistance

• College planning

• Tuition reimbursement

• Student loan assistance

• Commuter benefits in select metropolitan areas

Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com.

Address:

Job Family Group:

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

Line of Business Overview

The US Diversified group within the Corporate Bank underwrites and manages the firm’s large corporate (public and private) syndicated loan portfolio across Industrials, FC&R, Technology and Business Services sectors.  The team supports both our product and coverage partners by allocating capital to revolver, term loans, and ancillary business products. The team is responsible for all aspects of underwriting and manages the credit and Corporate Banking coverage (i.e. relationship management) post deal closing.

Job description

The Analyst will serve as a key member of the deal team in the underwriting, credit approval, and portfolio management; supporting the deal team by analyzing financial and operating data for trends in financial performance of companies and industries.  The Analyst will be involved in the initial screening of transactions, due diligence, credit approval, and negotiation of legal documentation. The Analyst will help assess BMO’s hold appetite across revolvers and term loans. Experienced Analysts will participate in client pitches to help support cross-selling opportunities for hedging and other traditional corporate banking products.

Primary Function and Responsibilities

New Underwritings

• Use independent critical thinking skills to analyze historical financial performance, create Base/Stress case financial projection models, develop risks and mitigants, business strengths, and credit rationale for completing a transaction
• Work across groups to compile diligence lists and lead diligence calls with company management teams and other lenders
• Complete risk / return models for new deals
• Collaborate with colleagues on different teams (Leveraged Finance, Investment Banking Industry Coverage, Ancillary Product groups) on materials for committee meetings attended by senior leaders across the bank
• Address questions from the Investment Committee and Credit team to support new transactions

Portfolio Management

• Review and monitor Borrowers’ financial statements for potential changes which may affect the Borrower’s performance through detailed review of quarterly financial statements, participation in quarterly lender calls, and ongoing dialogue with management teams
• Prepare concise credit analysis and other correspondence on a quarterly basis for certain Borrowers, and on an annual basis for all Borrowers
• Assess Borrowers’ internal risk rating on a regular basis based on their financial performance and changes to the qualitative aspects of the business
• Evaluate opportunities for new business (ancillary products such as FX and interest rate hedging and cash management) with existing Borrowers
• Conduct analysis and comprehensive review of industry trends and comparable transactions in the industry

Relationship Management

• Assist in the preparation of pitch materials for client meetings and cross-sell of corporate banking products
• Experienced analysts will participate in client pitches to help support cross-selling opportunities for hedging and other traditional corporate banking products

Education/Professional Experience

• An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement
• 1 - 3 years of relevant experience within investment banking, corporate banking, corporate credit, commercial banking or capital markets
• Completion of a financial analysis credit training program preferable

Skills:

• Excellent analytical skills pertaining to business, financial, and credit analysis
• Skilled in building complex three-statement financial models
• Strong written and oral communication skills
• Strong proficiency in Microsoft Office products, notably MS Excel
• Ability to be creative, insightful and resourceful in performance of duties
• Strong interpersonal skills used within a demanding team environment
• Strong ability to attentively review, assess, and provide detailed information daily on multiple projects in an organized manner
• Excellent capability to independently function as part of a team through self-motivation

The expected base salary for this role is $90,000- 105,000 USD.

Compensation and Benefits:

Pay Type:

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.  We strive to help you make an impact from day one – for yourself and our customers.  We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Job Description:

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!

Job Summary

Healthcare, Education & Not-for-Profit (HENFP) is part of the Global Commercial Bank which serves public and private companies, generally with annual revenues of $50 million to $2 billion. HENFP is unique in that our client teams are dedicated to adding value providing bespoke products and solutions to Not-for-Profit Healthcare (Hospital systems), Private Higher Education, and Not For Profits with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue). HENFP supports the financial needs of a variety of 501(c) not for profit clients including healthcare, private universities, colleges and K-12 schools, cultural, professional and social service organizations.  

The HENFP Market Executive (ME) functions as the market leader with responsibility for revenue and profitability, developing and executing the market strategy, client experience, managing the sales process, employee engagement and hiring and developing talent. The majority of the ME’s time is divided among three areas: coaching and developing Relationship Managers (RMs) and client teams; client meetings and events; developing and executing the regional strategy, in collaboration with the regional leadership team. This position is based in Chicago and will cover 10 midwestern states.  

Scope of Responsibilities

• Reports to Head of HENFP
• Manages a team of Relationship Managers and Commercial Associates
• Responsible for strategically allocating resources in the region
• Accountable for the optimal allocation of Relationship Managers; collaborates with the regional leadership team to determine the optimal allocation of credit products, treasury solutions, and sales support resources to capitalize on the regional opportunity
• Manages the team’s pipeline of deals and facilitates hand-offs between members of the client teams
• Continually enhances team performance through effective recruiting, coaching, development, and performance management activities
• Integral member of the HENFP leadership team; develops strong relationships with the leaders of the business, key support partners and other MEs
• Leads or participates in GCB-wide and/or HENFP projects or initiatives
• “face of the bank” to the business community within region

Success Measures/Metrics

• Growth in business as measured by # of clients, solutions per relationship, loan balances, deposit balances and total revenue
• Returns on business
• Client experience
• Employee engagement
• 360o  Feedback
• Calling activity – quantity, quality
• Contributions to larger business outside direct scope of influence

Required Skills:

• Undergraduate degree required: Majors in business, finance or economics preferred. MBA desirable.
• Securities Industry Essentials (SIE), Series 7, 63 & 24 (Must obtain SIE, series 7 & 63 license within 180 days of start date. Must obtain series 24 within one year of start date)
• Strong understanding of sales organizations and sales processes
• Displays a positive attitude to champion change and ensure changes are effectively implemented
• Able to drive integration among multiple partners and functions
• Core commercial credit and treasury knowledge
• Easily navigates multiple client and support organizations
• Demonstrates sound judgment and acts with speed - able to achieve results quickly
• Complex problem resolution abilities
• Displays personal courage, makes tough people and business decisions
• Communicates crisply and candidly
• Unquestionable business and personal integrity

Shift:

Hours Per Week: 

Address:

Job Family Group:

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

The Associate will be responsible for supporting the origination and structuring for Global Markets commodities clients.  The portfolio will cover a diversified portfolio of Global Markets clients. This entails account management responsibility, as well as the ongoing independent monitoring of client portfolios and their performance in a proactive manner. In addition, as part of an ongoing team approach, the Associate will work closely with Global Markets Sales & Structuring to best serve and manage our existing client relationships as well as grow the portfolio in the base and precious metals, oil & gas and carbon trading portfolios. The Associate will work on deal teams to prepare credit packages making recommendations regarding risk, deal structure, and client requirements by analyzing financial and operational data of new and existing clients. 

A.    Client Risk and Financial Analysis

• Research and analyze financial and operating performance relating to companies and industries.

• Prepare concise, accurate and well-reasoned written credit applications and memoranda for both new and existing transactions, for presentation to Credit.

• Maintain current financial information on clients in order to perform timely annual reviews and trigger monitoring.

• Conduct credit risk analysis of transactions using all available sources of information including, but not limited to financial statements, ratings reports, legal documentation, etc.

• Analyze transactions for structural strengths and weaknesses and structure appropriately to mitigate weaknesses.

• Review credit documentation for conformity with approved Credit terms and conditions.

• Prepare concise credit analysis and other correspondence for use in managing client relationships.

• Keep abreast of industry trends and regulatory developments.

 B.    Client Portfolio Management

• Manage a diverse portfolio of Global Markets accounts.  This includes:

  • i) preparing written concise credit reviews as needed, at least annually, delivering same within required timeframes, and

  • ii) continuous monitoring of transaction performance and financial performance of the underlying client and its respective industry.

• Monitor client, industry and regulations for potential changes which may affect client’s portfolio and business needs.

• Monitor exposure across different BMO entities and products.

• Working knowledge of Bank policies and standards to ensure portfolio adheres to BMO’s policies and procedures.

• Assist in AML/KYC processing and obtain any pending required documentation.

C.   Partnership Efforts

• Liaise with Global Markets Sales & Structuring partners, Credit Partners, various lines of business and operational areas of the Bank as required.

• Support trading desks on portfolio management needs and growth initiatives of the business.

• Assist in adhoc projects as required.

Qualifications

Knowledge:

• An undergraduate degree in finance, economics, or accounting.

• 1-3years of corporate banking experience in a corporate or commercial lending environment; formal credit training preferred.

• Knowledge of capital markets

• Credit analysis experience/ understanding.

• Experience with commodities, and/or carbon assets

 Skills:

• Strong written and oral communication skills.

• Strong quantitative analytics, financial and credit analysis skills.

• Expertise in financial computer applications and database management tools such as Moody’s, Capital IQ and Bloomberg.

• Strong interpersonal skills used within a demanding internal environment and in client interaction.

• Self-starter with keen attention to detail and ability to work under limited supervision.

• Ability to learn and adapt quickly.

• Excellent capability to independently and proactively service multiple clients and projects.

• Ability to multi-task and balance multiple deadlines

• Please note the target base salary for this specific position in Chicago is $120,000USD.

Compensation and Benefits:

Pay Type:

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.  We strive to help you make an impact from day one – for yourself and our customers.  We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Address:

Job Family Group:

Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.

• Key focus of role will be to further escalate BMO's One Client approach by identifying banking product/solution opportunities to existing/prospective Sponsor Finance client base that translate to significant revenue growth.
• Work with Sponsor Finance Deal Teams/RMs to develop and execute on short and medium term account plan, including relationship, strategic, and product/solution strategy and roadmap.
• Acts timely, efficiently and independently, taking ownership of client satisfaction.
• May include focused calling and pipeline management activities.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Conducts thorough analysis of client capital and credit risk.
• Provides accurate financial analysis and risk assessment of new and existing customers.
• Partners with internal stakeholders for accurate, detailed client information.
• Develops credit information to make lending decisions on new, renewal and extension loans.
• Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
• Prepares summary, present facts and offer opinions concerning credit worthiness.
• Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
• Provides input into the planning and implementation of operational programs.
• Builds effective relationships with internal/external stakeholders.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 3 – 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• 3-5 years of previous Commercial Loan and Credit analyst experience required.
• In depth specific functional knowledge and broad business knowledge.
• Strong analytical skills.
• Exceptional skills in quantitative analytics and credit analysis skills.
• Highly developed written and oral communication skills.
• Strong proficiency in Microsoft Office products and the Internet.
• Strong interpersonal skills.
• Ability to work under limited supervision.
• Basic understanding of risk management concepts
• Ability to learn and adapt quickly.
• Excellent capability to independently and proactively service multiple clients.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Compensation and Benefits:

Pay Type:

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.  We strive to help you make an impact from day one – for yourself and our customers.  We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Do you want to be part of a high performing Group Benefits Field Sales team?

Do you have a passion for building strong and lasting relationships with customers?  Are you a team player who is adept at collaborating across internal and external teams?  Is a culture where “We Do the Right Thing,” “We Believe People Count,” “We Courageously Shape our Future Together,” and “We Go Above and Beyond for the People We Serve” important values to you?  If so, Guardian is seeking a Team Leader, Sales Analyst, Premier Market to join its Group Benefits Sales team. 

You Are:

A proven leader who demonstrates strong product/business knowledge, an ability to assess processes to drive efficiencies, leverage data and analytics to further improve the pipeline management, assess talent and identify areas to further develop, and lead and manage through change.

You Will:

Report to the Head of Field Sales Support, this role will manage a team of Sales Analyst in our Central region who support our Premier Market Segment (2-2000 lives).  You will attract, develop, coach the team; manage the regional inventory work and task volumes ensuring compliance with standard processes and approving exceptions; identifying best practices; create and lead ongoing training efforts and development of the Sales Analysts. This role will work collaboratively with Market leadership, Sales Representatives, home office and broker partners to ensure optimal operating effectiveness and will continually monitor overall results. During peak this role will also step in and assist with customer and broker deliverables when needed.

A strong Team Lead demonstrates strong product/business knowledge, strong understanding of what products and factors are included/influence a quote, ability to coach the sales support analysts with negotiation, technology, process, and overall day to day functions.  

Candidate Responsibilities

• Management of regional inventory
• Lead and ensure we are maximizing the best use of our resources based on our overall strategy
• Back up planning and managing time off requests
• Training and coaching responsibilities
• Identify best practices and tools
• Drive consistency across Markets
• Collaborate with internal stakeholders in Sales, Client Management and Home office partners
• Identify efficiency opportunities & provide regular operational readiness updates
• Report out regarding production activity
• Active engagement in Markets, virtually and in person, including leadership meetings/planning and sales meetings

You Have:

• Minimum of 4 years of experience in the Group Benefits industry
• Prior leadership experience is preferred, however not required.
• Bachelor’s Degree or equivalent work experience
• Understanding of what drives a valued customer experience
• Knowledge of underwriting principles and practices, the marketplace and broker demands
• Ability to proactively manage the process and inventory with sense of urgency  
• Ability to work collaboratively with leaders across the regional group sales locations and cross-functional (home office) teams to drive consistency
• Ability to embrace change and adapt to changing business priorities and environments and experience in leading change

Location & Travel Requirements

• Primary location: Chicago
• Travel: 10% of time

 We Offer                     

• Meaningful and challenging work opportunities to accelerate innovation in a secure and compliant way.
• Competitive compensation package
• Excellent medical, dental, supplemental health, life and vision coverage for you and your dependents with no wait period.
• Life and disability insurance
• A great 401(k) with company match
• Tuition assistance, paid parental leave, and backup family care.
• Dynamic, modern work environments that promote collaboration and creativity to develop and empower talent.
• Flexible time off, dress code, and work location policies to balance your work and life in the ways that suit you best.
• Employee Resource Groups that advocate for inclusion and diversity in all that we do.
• Social responsibility in all aspects of our work. We volunteer within our local communities, create educational alliances with colleges, drive a variety of initiatives in sustainability.

Salary Range

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals.  Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.

Health Care

• Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits

• Dental plan

• Vision plan

• Health care accounts – flexible spending, health reimbursement, and health savings accounts

• Critical illness insurance

Life and Disability Insurance

• Company-paid Life and Disability insurance plus voluntary supplemental coverage

• Accident insurance

Retirement and Financial

• 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable

• Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work

• Flexible work arrangements (part in-person/part remote)

• Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement

• Personal holidays for colleagues to use in recognition of religious, cultural, or civic days

• Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life

• Emotional well-being, mental health, and work/life resources powered by Spring Health

• Wellness programs, including fitness program and equipment reimbursement

• Child, adult, and elder back-up care support through Bright Horizons

• Adoption assistance

• College planning

• Tuition reimbursement

• Student loan assistance

• Commuter benefits in select metropolitan areas

Justice, Equity, Diversity & Inclusion (J.E.D.I.)

• Employee Resource Groups that advocate for inclusion and diversity

• J.E.D.I. certification and training programs

• Matching gifts/volunteering

Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com.