Sales Associate

Oswald Companies seeks goal-driven professionals ready to take their career to the next level.

Responsible to generate sales opportunities with new clients in a defined market; coordinate personal sales efforts with department team members and other internal staff. Also collaborate with the team to cross-sell products and services; develop and implement 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 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; 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.
• Communicate products and services by developing the appropriate presentation and implementing closing techniques to secure the business.
• Meet with existing clients on a regular basis to maintain close relationships and ensure required services are provided as expected; act as an adviser and consultant, helping customers analyze risk and apply innovative solutions to resolve complex risk problems.
• Maintain accurate and timely electronic records of all prospecting activities utilizing Microsoft CRM software, including data entry of established contacts, sales calls and presentations performed, closed sales achieved, and other follow-up activities.
• Develop a personal network of contacts for the long-term sourcing of prospects through professional referrals and special-interest groups; participate in community events, non-for-profit boards and other community networking opportunities.
• Attend industry events, seminars and informational workshops to learn about changes in the competitive market and the new products and services provided; receive technical training and enhance skills to improve account development ability.
• Stay up-to-date with legislative changes, industry trends and new product offerings; assist in the implementation of company promotional activities and seminars.
• Attend and participate in all mandatory Business Development Team meetings.

• Lead others by example through the sharing of knowledge and skills.
• Participate in proactive team efforts to achieve departmental and company goals.
• Comply with all safety policies, practices and procedures; report all unsafe activities to supervisor and the Human Resource Department.
• Perform other duties as may be assigned.

This position does not have supervisory responsibilities.

General Direction: receives general guidance with respect to objectives; in the majority of tasks and projects assigned, determines methods, work sequence, scheduling, and how to achieve assigned objectives; operates within specific policy guidelines.

Handles multiple tasks simultaneously.

• A pro-active, goal-driven and confident attitude
• A service-oriented, collaborative approach
• Effective networking and relationship-building skills
• Exceptional interpersonal abilities
• An outgoing, professional demeanor
• Excellent listening, verbal and written communication skills
• Highly-organized, detail-oriented and results-based
• Insightful, creative and innovative
• Strong analytical and problem solving…