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; build and maintain a book of business and incrementally grow the book 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; make recommendations for appropriate and competitive coverages. Customize insurance programs to suit customer needs covering a variety of risks;

explain 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.

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 a caring work environment. We care about our Employee‑Owners, customers, and the world around us. Volunteering in the community is encouraged and paid time off is provided. Work‑life balance is encouraged.

We provide a world‑class Total Rewards package: competitive pay, performance‑based annual incentive program, comprehensive medical, dental and vision plans, supplemental benefits, paid time off annually and a sabbatical at every 10‑year service anniversary. Ownership in the company through company stock, discretionary profit‑sharing, 401(k) match contribution. Parking expenses assistance, discount programs, and financial support for professional development and licensure/designations. Access to specialized leadership development programming.

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.