Sales Associate

Job Summary

Responsible for generating sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff. Also collaborates with the team to cross‑sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals.

• Establish a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year.
• Capitalize on opportunities to cross‑sell multiple lines of coverage to existing clients; collaborate with department peers and service staff managing the company’s various practices to maximize the sale of services provided.
• Maintain a high level of sales activity through self‑driven initiatives to achieve production goals, market products and services to the appropriate contact.
• Develop and execute a proactive strategy to source leads, identify and target decision‑makers, and make cold calls to obtain opportunities for an appointment and service presentation.
• Perform a detailed analysis of a prospective client’s needs by reviewing their existing insurance / risk management program; makes recommendations for appropriate and competitive coverages.
• Customize insurance programs to suit customer needs covering a variety of risks; explains features, advantages, and disadvantages of various policies to promote the sale of services.

• Successful selling experience in a business‑to‑business product or service is preferred.
• Strong analytical and problem‑solving skills
• Effective networking and relationship‑building skills
• Exceptional interpersonal abilities

• A pro‑active, goal‑driven, and confident attitude
• A service‑oriented, collaborative approach
• An outgoing, professional demeanor
• Excellent listening, verbal and written communication skills
• Highly organized, detail‑oriented and results‑based
• Insightful, creative and innovative

Oswald is a 129‑year‑old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee‑owned company. Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee‑Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.

Our people‑first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees.

At Oswald, you will have the opportunity to build a long‑term career with unlimited growth potential. Aim high, work hard and we’ll help you achieve your goals. You will experience our caring work environment, a work‑life balance and a world‑class Total Rewards package. We truly value our people, which shows in our compensation, benefits and perks.

• In addition to competitive pay, we have designed a performance‑based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.
• Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.
• Paid time off annually and a sabbatical at every 10‑year service anniversary.
• Ownership in the company in the form of company stock (discretionary profit‑sharing and 401(k) match contribution)
• Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations
• Access to specialized leadership development programming designed to take your career to the next level.
• And so much more!

Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.