Producer, Sales, Business Development

Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

The Employee Benefits Sales Consultant is an experienced professional who advises clients on Insurance, Employee Benefits, and other business services provided by One Group and Community Financial Services Inc. This highly motivated individual excels in generating new business through outside sales and building strong business relationships. The role requires a blend of sales acumen, consulting expertise, and exceptional relationship management.

• Achieve revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
• Develop business book growth through new sales, referrals, and cross-selling opportunities
• Meet annual sales and book of business growth goals.
• Identify and establish strategic relationships with key industry stakeholders, centers of influence, and client contacts to enhance service offerings and grow the book of business.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

• Build and maintain an active pipeline of qualified prospects.
• Document activity, notes, prospect data in sales tracking and agency management systems.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

• Understand client needs related to their employee benefits programs, business operations, and growth strategies.
• Review existing policy coverages and make strategic recommendations based on strategic understanding of client objectives.

• Develop and execute a business plan based on established sales objectives.
• Identify trends, opportunities, and competitive landscape to inform sales strategy.
• Pursue ongoing professional development, continuing education, and credentialing to increase sales and technical expertise.
• Participate in sales training programs to develop and grow consultative selling, negotiation tactics, and closing techniques.

• Seamlessly transition onboarded clients to designated consultants and/or client service team members
• Collaborate with client service team to accommodate client needs, retain, and grow business.
• Promote a collaborative team environment, encouraging knowledge sharing and teamwork to achieve collective goals.
• Provide mentorship and coaching to junior sales professionals,…