What are the responsibilities and job description for the Sales Associate position at Colonial Life?
Company Description Colonial Life & Accident Insurance Company, a subsidiary of Unum Group, provides financial protection benefits to workers and their families across the United States. The company offers a wide range of workplace benefits, including disability, life, accident, dental, cancer, critical illness, and hospital confinement indemnity insurance. Colonial Life supports more than 87,000 businesses and 4 million workers through benefit services, education, and innovative enrollment technology. In 2022, the company paid over $700 million in benefits to policyholders, demonstrating a strong commitment to supporting customers during unexpected events. Colonial Life maintains an active presence on major social media platforms to share resources, company updates, and career opportunities.
Role Description The Sales Associate role at Colonial Life is a full-time, on-site position based in Ridgeland, MS. The Sales Associate is responsible for prospecting and building relationships with employers, presenting Colonial Life’s workplace benefits solutions, and supporting enrollment activities. Daily tasks include conducting outreach to potential clients, scheduling and attending meetings, explaining product offerings, and assisting with benefit education for employees. The role involves collaborating with internal teams to ensure accurate enrollment, maintaining detailed records in sales systems, and following up with clients to address questions or service needs. The Sales Associate is expected to meet established sales goals, adhere to compliance standards, and represent Colonial Life with professionalism in the local market.
Qualifications
Role Description The Sales Associate role at Colonial Life is a full-time, on-site position based in Ridgeland, MS. The Sales Associate is responsible for prospecting and building relationships with employers, presenting Colonial Life’s workplace benefits solutions, and supporting enrollment activities. Daily tasks include conducting outreach to potential clients, scheduling and attending meetings, explaining product offerings, and assisting with benefit education for employees. The role involves collaborating with internal teams to ensure accurate enrollment, maintaining detailed records in sales systems, and following up with clients to address questions or service needs. The Sales Associate is expected to meet established sales goals, adhere to compliance standards, and represent Colonial Life with professionalism in the local market.
Qualifications
- Strong communication, presentation, and interpersonal skills to effectively explain benefits and build trust with diverse clients.
- Sales, customer service, and relationship management experience in insurance, financial services, or a related field preferred.
- Ability to plan and manage a sales pipeline, organize appointments, and follow through on leads and opportunities.
- Comfort with learning and using enrollment technology, CRM tools, and basic office software (e.g., email, spreadsheets, presentations).
- Self-motivated, goal-oriented work style with the ability to operate independently and as part of a team in an on-site environment.
- High level of integrity, professionalism, and commitment to confidentiality and regulatory compliance.
- High school diploma or equivalent required; associate or bachelor’s degree in business, communications, or a related field is beneficial.
- Prior experience in voluntary benefits or employee benefits is a plus; appropriate state insurance licensing required.