Sales Associate - Group

Job Description

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, markets 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