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Sun Life

Small Business Sales Specialist

Sun Life

. Acquire new clients with 10-50 employees through the sale of the group benefits portfolio .

Posted 10/1/2026full-timeDallas/Fort Worth • Texas • United StatesJunior💰 $50,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Group Benefits Sales, including Group Life Insurance, Long Term Disability, and Supplemental Health Products. Proven ability to build relationships, execute strategic business plans, and achieve significant sales goals through consultative selling and effective negotiation.

Highest-signal resume keywords
Group Benefits SalesConsultative SellingNegotiationSalesforceLife, Accident, and Health Insurance License

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Group Life InsuranceLong Term DisabilityShort Term DisabilityDental & Vision InsuranceSupplemental Health ProductsSales Strategy ExecutionMarket AnalysisClient OutreachSales Goal AchievementBenefits Technology
Soft Skills
Relationship ManagementAnalytical Problem SolvingTime ManagementMarketplace AwarenessNetworking
Tools & Technologies
Salesforce
Certifications & Qualifications
Life, Accident, and Health Insurance License
Industry Keywords
Group InsuranceInsurance BrokersGeneral AgentsConsultantsBusiness DevelopmentClient SolutionsRetention StrategiesMarket TrendsCompetitive Landscape

About the role

Key responsibilities & impact
  • Acquire new clients with 10-50 employees through the sale of the group benefits portfolio
  • Build relationships, provide timely quotes, and collaborate with internal partners to secure profitable business opportunities
  • Achieve individual sales goals exceeding $3,000,000 annually
  • Sell and market Group Life Insurance, Long Term Disability, Short Term Disability, Dental & Vision, and Supplemental Health Products
  • Develop and maintain relationships with insurance brokers, general agents, and consultants
  • Create and execute a strategic business plan for the designated territory
  • Prospect new clients and develop a book of business through remote/virtual engagement
  • Meet product targets and individual sales goals
  • Build internal relationships to maximize performance, create specialized client solutions, and develop retention strategies
  • Provide timely, accurate quotes representing profitable growth
  • Execute sales strategies resulting in profitable growth
  • Develop underserved markets through remote work and local presence
  • Enhance key broker interactions and deepen top broker relationships
  • Analyze broker scorecards, leverage intelligence, and implement effective selling strategies
  • Conduct proactive client outreach through education, events, and networking
  • Drive new business activities including calls, meetings, proposals, presentations, negotiations, and closing
  • Maintain accurate records and track progress in Salesforce
  • Act as a deal maker/closer in sales execution and negotiation
  • Strategically plan business development activities
  • Participate in ongoing training and professional development opportunities

Requirements

What you’ll need
  • 1-2 years of insurance or related sales experience, preferably in group insurance
  • Working knowledge of benefits technology
  • Life, Accident, and Health insurance license preferred
  • Strong marketplace awareness and ability to build/maintain local networks
  • Excellent skills in Consultative/Value Selling, Negotiation, Analytical/Problem Solving, Time Management, and Relationship Management
  • Candidates must reside in the territory they will be supporting: Dallas/Fort Worth or Austin, TX
  • Contribute to larger market sales goals by assisting with cases above 50 lives, as required
  • Stay informed about industry trends and competitive landscape

Benefits

Comp & perks
  • Generous vacation and sick time
  • Market-leading paid family, parental and adoption leave
  • Medical coverage
  • Company paid life and AD&D insurance
  • Disability programs
  • Partially paid sabbatical program
  • 401(k) employer match
  • Stock purchase options
  • Employer-funded retirement account
  • Flexible, inclusive and collaborative work environment
  • Career growth support
  • Ongoing training and professional development opportunities