Sales Associate

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 broad portfolio 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, illustrating its commitment to supporting customers during unexpected life events. Colonial Life maintains an active presence on social media, helping people stay informed and engaged with its services and mission.

Role Description The Sales Associate role is a full-time hybrid position based in Cincinnati, OH, with the flexibility to perform some work from home. In this role, the Sales Associate will engage with employers and individual customers to explain Colonial Life’s products, identify coverage needs, and recommend appropriate benefit solutions. Day-to-day responsibilities include prospecting and generating leads, conducting benefit consultations and enrollment meetings, and following up with clients to ensure satisfaction and retention. The Sales Associate will collaborate with internal teams to coordinate proposals, manage enrollment logistics, and support ongoing account service. This role also involves maintaining accurate records in sales systems, achieving sales and activity targets, and staying informed about product offerings and industry trends.

Qualifications

• Strong interpersonal, communication, and presentation skills to build relationships, explain benefits clearly, and conduct effective enrollment meetings.
• Customer service orientation with the ability to listen, identify needs, and provide tailored solutions in a professional and empathetic manner.
• Sales aptitude, including lead generation, consultative selling, negotiation, and closing skills, preferably within insurance or financial services.
• Organizational and time management abilities to handle multiple accounts, manage schedules, and maintain accurate documentation.
• Comfort with technology and digital tools, including CRM systems, virtual meeting platforms, and enrollment or benefits administration software.
• Ability to work both independently and collaboratively in a hybrid environment, demonstrating initiative, reliability, and accountability.
• High ethical standards and commitment to compliance with insurance regulations and company policies.
• Preferred: Previous experience in insurance, benefits, or B2B sales; active state life and health insurance license or willingness to obtain one; high school diploma required, bachelor’s degree in business or related field beneficial.