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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales within the employee benefits and consumer-directed healthcare sectors, with a strong focus on relationship management and strategic partnership development. Proven ability to drive business growth through effective networking, lead generation, and market presence enhancement.
Highest-signal resume keywords
Consultative Sales ExperienceEmployee Benefits KnowledgeRelationship ManagementBusiness Growth StrategyFinancial Wellness Solutions
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Consumer-Directed Healthcare SolutionsBenefits Administration SolutionsAccount ManagementSales FunctionNegotiatingCapital ManagementCredit Risk AnalysisInvestment BankingSales AdministrationMarket Analysis
Soft Skills
Effective CommunicationDecision MakingCritical ThinkingCustomer Experience ManagementManaging Multiple Priorities
Tools & Technologies
Employee Benefits Technology PlatformsHRISPayroll Solutions
Industry Keywords
Financial WellnessBenefits ConsultantsBrokersTotal Rewards ProfessionalsHuman Resources LeadersWorkforce SolutionsStrategic PartnershipsCenters of InfluencePipeline GrowthSales Growth
About the role
Key responsibilities & impact- Expand PNC Financial Wellness Solutions' national consultant and broker channel
- Establish strategic relationships that drive awareness, referrals, and business growth
- Advise benefits consultants, brokers, and industry influencers
- Develop opportunities with employers seeking employee benefit and financial wellness solutions
- Build market presence through networking, Centers of Influence, strategic partnerships, and industry engagement
- Generate pipeline growth and accelerate new business acquisition
- Travel frequently to meet clients, prospects, consultants, brokers, and strategic partners across assigned territories
- Manage internal and external relationship networks to acquire new client relationships and expand existing relationships
- Cultivate referrals and leads, generate interest, and collaborate with partners to close sales
- Establish and execute activities, tactics, and strategies to identify and pursue opportunities
- Provide management with insights on industry trends, best practices, and product needs
- Lead meetings educating partners and positioning the value of Retail capabilities
- Assess new business opportunities, complete book-of-business reviews, respond to inquiries and requests for proposals, and maintain territory/focus lists
- Drive team member accountability and participation
- Maintain timely, accurate, and complete sales administration tasks
- Train, coach, and/or mentor new team members
Requirements
What you’ll need- University/college degree typically required
- 5+ years of industry-relevant experience
- Comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree
- Consultative sales experience selling or advising on Consumer-Directed Healthcare solutions, HSAs, FSAs, HRAs, COBRA or benefits administration solutions, employee benefits technology platforms, payroll, HRIS, or workforce solutions
- Experience engaging benefits consultants and brokers, human resources leaders, benefits leaders, total rewards professionals, payroll decision makers, and finance leaders
- Strong preference for direct experience in employee benefits, consumer-directed healthcare, benefits administration, financial wellness, or related solution-based sales
- Knowledge, skills, and abilities in account management, asset allocation, capital management, credit risk analysis, equity valuations, investment banking, and sales
- Competencies in business acumen, customer experience management, decision making and critical thinking, effective communications, financial services industry, managing multiple priorities, negotiating, sales function, and selling
- No required certifications
- No required licenses
- No required or preferred language assessments
- Must not require employment visa sponsorship; PNC will not participate in STEM OPT for this position
Benefits
Comp & perks- Medical/prescription drug coverage with a Health Savings Account feature
- Dental and vision options
- Employee and spouse/child life insurance
- Short- and long-term disability protection
- 401(k) with PNC match
- Pension plan
- Stock purchase plan
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- Robust wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year
- 15 to 25 vacation days each year, depending on career level
