MetLife
Sales Support Consultant - National Accounts
MetLife, Charlotte, North Carolina, United States, 28245
The Team You Will Join
The National Accounts Sales Support team partners directly with Account Executives (AEs) who are responsible for selling and retaining group insurance products and services in the 5,000+ employee market segment. Focused on both pre- and post-sale activities — including RFPs, broker interactions, marketing presentations, and sales tracking — the team enables AEs to strategically leverage their time and expertise. Together, we drive growth and deliver tailored business solutions to meet the evolving needs of our clients.
The Opportunity The Sales Support Consultant II brings advanced knowledge of their assigned AE’s 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
Mentor junior Sales Support team members as needed
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 experience
Advanced understanding of group insurance products and sales processes
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 (Preferred Experience)
Bachelor’s degree or equivalent experience
Experience in insurance products, brokerages, or financial services
Familiarity with Salesforce platform
Equal Employment Opportunity/Disability/Veterans If you need an accommodation due to a disability, please email us at accommodations@metlife.com. 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.
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The Opportunity The Sales Support Consultant II brings advanced knowledge of their assigned AE’s 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
Mentor junior Sales Support team members as needed
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 experience
Advanced understanding of group insurance products and sales processes
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 (Preferred Experience)
Bachelor’s degree or equivalent experience
Experience in insurance products, brokerages, or financial services
Familiarity with Salesforce platform
Equal Employment Opportunity/Disability/Veterans If you need an accommodation due to a disability, please email us at accommodations@metlife.com. 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.
#J-18808-Ljbffr