Small Business Sales Specialist - Houston

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.

Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.

Job Description :

Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work in the contiguous states plus AK.

The opportunity :

In the role of The Small Business Sales Specialist (SBSS), you will be responsible for acquiring new clients with 10-50 employees through the sale of our comprehensive group benefits portfolio. In this role, you will focus on building relationships, providing timely quotes, and collaborating with internal partners to secure profitable business opportunities that meet client needs.

How you will contribute :

Achieve individual sales goals exceeding $3,000,000 annually

Sell and market our broad portfolio of products, including :

Group Life Insurance

Long Term Disability

Short Term Disability

Dental & Vision

Supplemental Health Products

Develop and maintain relationships with insurance brokers, general agents, and consultants

Create and execute a strategic business plan for your 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 retention strategies

Provide timely, accurate quotes that meet client needs and represent 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 (calls, meetings, proposals, presentations, negotiations, 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

What you will bring with you :

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

Relationship Management

Contribute to larger market sales goals by assisting with cases above 50 lives, as required

Stay informed about industry trends and competitive landscape

Participate in ongoing training and professional development opportunities

The annual base salary for this position is $50,000, plus the ability to earn variable incentive compensation through a sales incentive plan.

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We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life

At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.

We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email thebrightside@sunlife.comto request an accommodation.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

We do not require or administer lie detector tests as a condition of employment or continued employment.

Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Category : Sales - Direct

Posting End Date : 23 / 11 / 2025