Jairo Espinal
Lyndhurst,NJ
Summary
Senior Employee Benefits Sales Leader with over 17 years of experience at Sun Life Financial, consistently surpassing sales targets and driving sustainable growth. Proven track record of generating over $51M in cumulative sales, complemented by strategic client development, broker collaboration and effective cross-selling of comprehensive benefits solutions. Recognized for exceptional leadership in sales enablement and mentorship, along with significant contributions to national initiatives such as the Salesforce rollout and field advisory efforts. Committed to fostering client relationships and enhancing team performance to achieve organizational goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Senior Employee Benefits Representative
Sun Life Financial
01.2009 - Current
- Key Achievements:
- - Generated $51M+ in cumulative sales across employee benefits portfolio
- - Achieved sales targets in 14 of 16 years
- - Consistently sold above pricing targets, ensuring profitability
- - Attended Sales Conference 8 times
- Sales & Business Impact:
- - Sell Dental, Vision, Life, Disability (STD/LTD), Stop Loss, Supplemental Health
- - Partner with brokers and clients to design benefits strategies
- - Identify cross-sell opportunities within existing accounts
- Leadership & Strategic Contributions:
- - Led Salesforce rollout across sales distribution
- - Field Advisory Council Member (2021–Present)
- - Mentor to new sales representatives
Education
Bachelor of Science - Finance
The College of New Jersey
Skills
- Employee Benefits Strategy
- Sales & Revenue Growth
- Broker & Client Relationship Management
- Cross-Selling & Product Expansion
- Salesforce & CRM Adoption
- Mentorship & Team Development
- Financial & Underwriting Discipline
- Executive Communication
- Salesforce CRM
- Microsoft Office
- Analytical Skills
- Bilingual (English/Spanish)
- Microsoft office
- Benefits administration
- Benefits explanation
Certification
- Life & Health Insurance License
Early Career Experience
- Merrill Lynch – Client Services / Fixed Income Support
- General Nutrition Center – Sales Representative
- Sarar USA – Sales Representative (Employee of the Month)
- TCNJ – Media & Technology Support Services
Languages
Spanish
Native or Bilingual
Timeline
Senior Employee Benefits Representative
Sun Life Financial
01.2009 - Current
Bachelor of Science - Finance
The College of New Jersey