BenefitsLink logo
EmployeeBenefitsJobs logo
Search by state:
Search by zip code:
Search by job function:
Subscribe Now

“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Featured Jobs
Member Services Representative (DC)
Assistant Retirement Plan Administrator (NJ, PA)
Marketing Associate (CA)
ESOP Administrator (ANY STATE, VA)
Administrative Consultant for Qualified Retirement Plans (CA)
Retirement Plan Processor / Record-Keeper (TX)
Get the BenefitsLink appLinkedIn

Regional Sales Manager


in Dallas TX

The Regional Sales Manager is responsible for sales of Milliman’s Employee Benefit Administration corporate products and services throughout the assigned region, including Defined Contribution Administration, Defined Benefit Administration, Pension Actuarial, and Communications Consulting.  Focus will be on pursuing sales opportunities through building relationships in the advisor channel. The Regional Sales Manager oversees the sales process for assigned deals from the proposal stage through the close.


  • Develops relationships with third party intermediaries within territory to broaden understanding and appreciation of Milliman’s capabilities. Generates new opportunities and wins through these intermediaries to achieve personal and team sales goals.
  • Handles the entire range of sales activities, including relationship building, initial meeting / demonstrations, and presentations and closing business.
  • Sets sales strategy for each specific prospect and oversees and coordinates the work of Milliman’s New Business Team members for that prospect. Responsible to follow established procedures and processes in accordance with the “art of the deal.”
  • Oversees preparation of Milliman’s response to written Requests for Proposal received from prospects seeking our services. Reviews original and final draft, assuring that proposal reflects the agreed upon strategy, that all issues are addressed appropriately, pricing is correct, and that Milliman is appropriately represented.
  • Sets strategy and coordinates team for finals presentations and site visits. Makes sure all presentations reflect our strongest capabilities and are targeted to meet prospect needs and desires.  Participates in presenting content in a clear and appealing manner.
  • Participates in company sales meetings, industry conferences, and other networking and marketing activities as assigned.
  • Provides information to Milliman with regard to industry trends, reasons for wins and losses, state of the competitive marketplace, product development needs, and client / prospect perceptions of Milliman.
  • Develops and maintains a solid understanding of all products and services offered. Follows Milliman protocol for tracking activity and results, including appropriate use of applicable CRM tools.


  • Bachelor’s degree from a four-year college or university.
  • Experience in consulting and sales / marketing with respect to qualified retirement plan services.
  • Demonstrated ability to lead the sales process and win the deal.
  • Strong knowledge of all aspects of retirement plan services (recordkeeping, investments, communications, competition, compliance).
  • Superb communication skills, ability to present information and manage presentations covering complex topics to prospective clients, search consultants, and the general public.
  • Willingness to collaborate with and support efforts of the other sales and marketing team members, a good team player that works well with others.
  • Willingness to maintain up to 50% travel as required by job responsibilities.
  • Self-starter with good project management skills and ability to work under deadlines.
  • Knowledge of Microsoft Windows, Microsoft Office suite (Word, Excel and PowerPoint) and internet use.


Must demonstrate Milliman’s core values which include:

  • Integrity - Must be honest, fair, active listener, open communicator and accountable.
  • Teamwork - Work cooperatively and treat clients and coworkers with respect and dignity while valuing individual differences, encouraging new ideas and sharing information.
  • Commitment to excellence - Demonstrate commitment to being creative, innovative, flexible and adaptable, focusing on quality solutions, continually improving and being a winner.
  • High energy with effective poise and presence, self-motivated and relentlessly striving towards goals.


A competitive base salary, plus a performance-based incentives bonus tied to the overall business performance.  The firm offers an outstanding and comprehensive benefits package.


Milliman employs more than 3,400 people working in employee benefits, healthcare, life insurance/financial services, and property and casualty insurance. For more than 70 years, the firm has quietly earned a reputation for exceptional services, innovation and quality. Today Milliman is one of the nation’s most highly regarded providers of retirement plan services to the full spectrum of business, financial, government and union organizations.

Milliman’s management has a history of rewarding performance and views this position as a vital piece of its ongoing strategy to solidify and grow long-term client relationships.


Our company, with the full support of our Chief Executive Officer, is fully committed to the maximum utilization of all human resources and the goals of Equal Employment Opportunity and Affirmative Action. We recruit, hire, train, and promote, and consider qualified applicants for employment, in all job titles without regard to age, ancestry, citizenship status, color, creed, familial status, genetic information, marital status, national origin, political ideology, race, religion, sex, sexual orientation, gender identity, status as an individual with a disability, or veteran status, including qualified disabled veterans, Armed Forces service medal veterans, recently separated veterans, and active duty wartime or campaign badge veterans; and shall not discriminate against any individual, or any other characteristic protected by law. Should you have a disability that requires assistance and/or reasonable accommodation with the job application process, please contact the HR department.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

How to Apply

Apply online using this link

This ad has been viewed 708 times. It expires on 9/16/2018.

Renew this job Edit this job Remail this job Delete this job Feature This Job

About Us


Privacy Policy

Post a Job

Advertise in the BenefitsLink Newsletters

Add Your Company to the Directory of Vendors and Software

Recommend a News Item, Press Release, Webcast or Conference

Contact Us

Payment Portal

© 2018, Inc.