Market Leader Sales Executive

Location: City of Poughkeepsie

This job includes a base rate plus commissions. Total Potential Annual Earnings: $55,500 - $260,000

Account Executive's are primarily responsible for retaining and servicing the needs of existing customers. Account Executives will focus on their customer's risk profile to make recommendations for both insurance products and risk management solutions. Account Executive's will develop and execute individual business plans to meet retention and development goals. Meeting of retention goals will directly contribute to agency revenue development and aide in agency growth.

Account Executive's are required to maintain and develop favorable working relationships with their assigned customers and assigned service teams.

Primary Tasks
60% Achieve agency specified retention goals and targets through effective client management, use of agency value added services, assistance with agency technology offerings and effective leveraging of banking products and resources.
35% Achieve revenue goals by presenting and binding applicable insurance solutions for existing and new customers that effectively meets their risk profiles and insurance needs.
5% All other tasks as assigned by management.

Knowledge,

Skills And Abilities

To be successful in this role, it takes professionals who posses the right combination of excellent communications skills, good judgement, business acumen, and sound analytic skills.

Working knowledge and proficiency in delivering insurance solutions involving coverage and risk management options to assigned customer base.

Demonstrated team player and high quality service provider.

Maintain working relationship with the customer service staff and central marketing unit to enhance customer experience.

Work cooperatively with other account executives and banking partners to cross-sell and service customer base.

Requires strong planning, organizational, problem solving and time management skills with the flexibility to adjust to changing priorities.

Must be self-directed and able to accomplish work with limited supervision and general work direction.

Proficient in use of Microsoft office products, Power Point, Word, Excel, Outlook and agency management system.

Unique

Job Requirements And Characteristics Valid Driver's License is required.

Commitment to continuing education

Why Work at NBTAt NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.

Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.

Community InvolvementNBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.

CultureNBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.

Career Development Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.

Total RewardsNBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.

Business StabilityNBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.

Benefits for Full-Time Employees:

Generous Paid Time Off:
At least 22 days annually, prorated in the year of hire.

Parental Leave:
Six weeks of paid leave at 100% of your salary.

Comprehensive Medical Coverage:
Includes employer contributions to HSA for High Deductible Health Plan…