Small Business Sales Specialist

Small Business Sales Specialist - MetLife

The Opportunity

The Small Business Analysts sit within the Distribution, Wholesaling & Support Organization. The role partners within the assigned sales team to drive growth in the U100 (Under 100) markets, focusing on supporting our Small Business Solutions (SBS) and broader U100 initiatives. Acts as an U100 market specialist, playing a crucial role in enhancing our small business operations through comprehensive analysis, strategy and the implementation of advanced solutions tailored to brokers, GA’s and SMBs. This position reports to the Region Director and works closely with Account Executives in the U100 segment.

Location is virtual within the US but requires ability to work Pacific, Mountain, or Central time zone business hours.

Key Responsibilities

• Sales Execution: Assist sales team in building expertise in U100 and SBS platform. Conduct training for aligned sales partners to increase knowledge of MetLife’s U100 and SBS offerings.
• Sales Consultation: Advise the sales team on value added strategies to optimize their U100 business with intermediaries and customers.
• Sales Growth: Assist sales team to increase revenue growth from in force customers and renewals.
• Data Analysis: Conduct thorough data analysis on small business metrics to identify trends, patterns, and insights that drive business decisions.
• Reporting: Generate detailed reports, dashboards, and visualizations that highlight the performance and needs of brokers, GA’s and SMB clients, communicating findings to key stakeholders and leadership.
• Process Improvement: Assess current processes and workflows specific to SBS/U100, recommending and implementing improvements to enhance efficiency and effectiveness.
• Collaboration: Work closely with cross-functional teams including AE, underwriting, and operations to align analysis with SBS/U100 goals.
• Project Management: Lead or support key projects aimed at improving U100/SBS, ensuring timely delivery and adherence to quality standards.
• Technological Integration: Utilize advanced software and tools to streamline processes for SBS/U100 and improve accuracy.
• Problem Solving: Identify and resolve issues affecting SBS/U100 through strategic thinking and innovative solutions.
• Sales Preparation & Positioning: Contract evaluation, financial analysis and overcoming competition.
• Renewal Preparation & Positioning: Cycle Management, data gathering, plan change, add coverage bundling and offer.
• Reviews reports, conducts analysis, and works to correct all errors resulting from failed process rules, bad data requirements or file layouts. May require working with customers and partners to change data protocols or processes.

Required Qualifications

• Minimum of 3-5 years of experience in business, sales, data analytics, or a related field.
• Skills: Proficiency Microsoft Office, strong analytical and critical thinking skills, excellent communication and presentation abilities.
• The ability to obtain (if not currently in possession of) a Life, Accident and Health License within 90 days of employment. Must remain up to date with continuing education requirements to maintain licensing.

Preferred Qualifications

• BA/BS Degree in business analytics, Finance, Marketing, or a related field.
• Knowledge: Understanding of insurance business processes and financial principles, especially those relevant to brokers, GAs and SMBs.
• Proficiency in Salesforce.
• Experience using CoPilot to identify sales opportunities.

Key Skills/Competency

• Sales Specialist
• Small Business Solutions
• U100 Market Growth
• Data Analysis
• Sales Strategy
• Process Improvement
• Broker Relations
• Financial Analysis
• Insurance Industry
• Microsoft Office