The Sales Support Consultant I supports Account Executives by managing pre and post-sale activities, including RFPs, broker interactions, and sales strategies, while ensuring data accuracy in Salesforce and collaborating with internal teams.
Description and Requirements
The Team You Will Join
The National Accounts Sales Support team works directly with National Accounts Account Executives (AEs) who are responsible for selling and retaining group insurance products and services for the 5,000+ employee life market segment. Primarily focused on pre & post-sale activities such as requests for proposals (RFPs), broker interactions, marketing presentations and sales tracking, the Sales Support team aids the AEs strategically by leveraging their skills and time. With the AE, and by prioritizing and developing strategies and solutions to meet the needs of this market space, National Accounts will meet and exceed its growth targets and customer goals.
The Opportunity
The Sales Support Consultant I is responsible for maintaining a strong knowledge of their assigned AEs book of business, prospects, broker relationships and internal processes. In collaboration with the AE, this role contributes to RFP strategies, manages broker assignments and inquiries, supports marketing and finalist presentations, and helps execute participation strategies for MetLife products.
How You'll Help Us Build a Confident Future (Key Responsibilities)
What You Need to Succeed (Required Qualifications)
What Can Give You an Edge (Additional Skills)
The expected salary range for this position is $60,900 - $81,200. This role may also be eligible for annual short-term incentive compensation. All incentives and benefits are subject to the applicable plan terms.
Benefits We Offer
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces™, as well as the Fortune 100 Best Companies to Work For®, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
If you need an accommodation due to a disability, please email us at [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liabilities.
$60,900 - $81,200
The Team You Will Join
The National Accounts Sales Support team works directly with National Accounts Account Executives (AEs) who are responsible for selling and retaining group insurance products and services for the 5,000+ employee life market segment. Primarily focused on pre & post-sale activities such as requests for proposals (RFPs), broker interactions, marketing presentations and sales tracking, the Sales Support team aids the AEs strategically by leveraging their skills and time. With the AE, and by prioritizing and developing strategies and solutions to meet the needs of this market space, National Accounts will meet and exceed its growth targets and customer goals.
The Opportunity
The Sales Support Consultant I is responsible for maintaining a strong knowledge of their assigned AEs book of business, prospects, broker relationships and internal processes. In collaboration with the AE, this role contributes to RFP strategies, manages broker assignments and inquiries, supports marketing and finalist presentations, and helps execute participation strategies for MetLife products.
How You'll Help Us Build a Confident Future (Key Responsibilities)
- Manage all pre-sale activities including RFP and underwriting submissions, proposal creation, reference documentation, and finalist presentations
- Deliver post-sale support including notice of sale, broker contracts, resolving commission issues, and renewals
- Maintain AE account plans, opportunities, and activities in Salesforce, ensuring data accuracy for leadership reporting
- Prepare for AE meetings by developing agendas, assembling presentations, and gathering collateral materials
- Research prospects and broker data to support AE introductions and sales strategy
- Maintain deep knowledge of assigned AE's book of business to represent them effectively with brokers and internal partners
- Collaborate with internal teams to implement sales growth and employee marketing communication strategies
- Contribute to knowledge management by identifying process improvements and updating documentation
- Build trusted relationships and collaborate across diverse, cross-functional teams
- Lead or participate in special projects using project management tools and methodologies
What You Need to Succeed (Required Qualifications)
- 3+ years of Group Insurance or relevant experience
- Ability to manage multiple priorities under tight deadlines
- Strong interpersonal, written, and verbal communication skills
- Excellent analytical skills, attention to detail and advanced Excel skills
- Confident presentation skills and strong PowerPoint skills
- Ability to work independently and manage time effectively
- Self-motivated and proactive in learning and development
What Can Give You an Edge (Additional Skills)
- Bachelor's degree or equivalent experience
- Experience in insurance products, brokerages, or financial services
- Familiarity with Salesforce platform
The expected salary range for this position is $60,900 - $81,200. This role may also be eligible for annual short-term incentive compensation. All incentives and benefits are subject to the applicable plan terms.
Benefits We Offer
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces™, as well as the Fortune 100 Best Companies to Work For®, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
If you need an accommodation due to a disability, please email us at [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liabilities.
$60,900 - $81,200
Top Skills
Excel
PowerPoint
Salesforce
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