Sales Associate - Group

Sales Associate, Group Benefits – Job Description

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

• Owns personal sales pipeline, strategy, and production goals within assigned market. Acts as primary driver for new business development and client acquisition.

• Establishes a sales development plan to originate business with new clients and grow book of business annually.
• Maintains high level of sales activity through prospecting, networking, and outreach initiatives.
• Develops and executes strategies to source leads, identify decision-makers, and secure meetings and presentations.
• Analyzes prospective client needs and evaluates current insurance/risk management programs.
• Designs and presents customized insurance solutions and recommendations.

• Maintains accurate records of sales activities, pipeline, and production metrics aligned to goals.

• Collaborates with internal teams to cross-sell products and maximize service offerings.
• Partners with service teams and practice groups to deliver comprehensive client solutions.

• Contributes to business growth through new client acquisition and expansion of existing relationships.

• Continuously improves sales approach, prospecting strategies, and client engagement techniques.

• Shares market insights, sales practices, and feedback to enhance organizational sales effectiveness.

• Meeting or exceeding annual sales and production goals.
• Building and maintaining a growing, profitable book of business.
• Delivering client-focused, competitive risk management solutions.
• Maintaining strong internal and external relationships.

• Experience in business-to-business sales preferred.
• Strong analytical and problem-solving skills.
• Effective networking and relationship-building skills.
• Exceptional interpersonal abilities.

• Prior insurance or risk management sales experience.
• Proven track record of achieving or exceeding sales goals.

• Ownership & Accountability
• Relationship Building & Influence
• Communication Skills
• Results Orientation
• Initiative & Proactiveness
• Adaptability & Creativity