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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in acquiring and managing client relationships within financial wellness solutions, with a strong focus on risk management, regulatory compliance, and sales growth. Proficient in utilizing employee benefits technology platforms and financial analysis to drive client engagement and loyalty.
Highest-signal resume keywords
Financial Wellness Solutions SalesConsumer-Directed Healthcare (CDH) ExperienceEmployee Benefits Technology PlatformsRisk Management and ComplianceClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisSales Growth StrategiesNegotiation SkillsRegulatory Risk MitigationHealth Savings Accounts (HSAs)Flexible Spending Accounts (FSAs)Health Reimbursement Arrangements (HRAs)COBRA AdministrationEmployee Benefits ConsultingPayroll Solutions
Soft Skills
Client EngagementRelationship BuildingCollaborationInsight GenerationCommunication
Tools & Technologies
Sales Reporting ToolsBenefits Administration SolutionsHRIS PlatformsWorkforce Solutions
Industry Keywords
Financial Wellness ProgramsEmployer-Sponsored BenefitsTotal Rewards ProfessionalsBenefits ConsultantsHuman Resources Leaders
About the role
Key responsibilities & impact- Acquire new clients across financial wellness solutions
- Grow sales, revenue, and market share against relevant sales goals
- Work with clients with moderate levels of risk and complexity
- Acquire, expand, and retain client relationships to generate revenue and deepen share of wallet
- Originate, perform financial analysis for, negotiate, and document non-credit products and services
- Manage risk/return and drive quality for new and existing clients
- Identify and mitigate regulatory, reputational, and operational risks
- Provide ideas and insights based on clients’ needs and financial well-being
- Increase client engagement and loyalty
- Build and manage internal and external relationships, including community and industry relationships
- Present PNC’s full range of products and services to clients
- Use reporting and sales tools to identify and convert sales opportunities
- Collaborate with internal partners and subject matter experts throughout the sales cycle
- Build long-term client relationships
Requirements
What you’ll need- University / college degree typically required
- 5+ years of industry-relevant experience
- In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered
- Experience selling or consulting on employer-sponsored benefit solutions
- Experience with Consumer-Directed Healthcare (CDH) products
- Experience with Health Savings Accounts (HSAs)
- Experience with Flexible Spending Accounts (FSAs)
- Experience with Health Reimbursement Arrangements (HRAs)
- Experience with COBRA or benefits administration solutions
- Experience with employee benefits technology platforms
- Experience with financial wellness programs
- Experience with payroll, HRIS, or workforce solutions
- Experience selling to Human Resources leaders, Benefits leaders, Total Rewards professionals, benefits consultants and brokers, payroll decision-makers, or finance leaders
- Direct CDH, HSA, FSA, HRA, employee benefits, benefits administration, or financial wellness sales experience strongly preferred
- No employment visa sponsorship or STEM OPT participation
- Candidates must satisfy applicable Section 19 of the Federal Deposit Insurance Act requirements and, for registered roles, applicable SAFE Act and/or FINRA requirements
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, unless otherwise required by law
- 15 to 25 vacation days each year, depending on career level
- Additional vacation days based on years of service
- Reasonable accommodations for applicants and qualified individuals with disabilities