Sales Executive

Job Summary

Responsible to generate 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.

• Establishes 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.
• Capitalizes on opportunities to cross-sell multiple lines of coverage to existing clients; collaborates with department peers and service staff managing the company's various practices to maximize the sale of services provided.
• Maintains a high level of sales activity through self-driven initiatives to achieve production goals; markets products and services to the appropriate contact.
• Develops and executes a proactive strategy to source leads, identify and target decision‑makers, and make cold calls to obtain opportunities for an appointment and service presentation.
• Performs a detailed analysis of a prospective client’s needs by reviewing their existing insurance / risk management program; makes recommendations for appropriate and competitive coverages.
• Customizes 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.
• Communicates products and services by developing the appropriate presentation and implementing closing techniques to secure the business.
• Meets with existing clients on a regular basis to maintain close relationships and ensure required services are provided as expected; acts as an adviser and consultant, helping customers analyze risk and apply innovative solutions to resolve complex risk problems.
• Maintains accurate and timely electronic records of all prospecting activities utilizing Microsoft CRM software including the data entry of established contacts, sales calls and presentations performed, closed sales achieved, and other follow‑up activities.
• Develops a personal network of contacts for the long‑term sourcing of prospects through professional referrals and special‑interest groups; participates in community events, non‑for‑profit boards and other community networking opportunities.
• Attends industry events, seminars and informational workshops to learn about changes in the competitive market and the new products and services provided; receives technical training and enhances skills to improve account development ability.
• Stays up‑to‑date with legislative changes, industry trends and new product offerings; assists in the implementation of company promotional activities and seminars.
• Attends and participates in all mandatory Business Development Team meetings.

• 3‑5 years or more of related experience or the equivalent combination of education and experience.
• Successful sales experience in the Insurance Brokerage field is required.
• Property & Casualty, Life & Health, Personal Lines, or Retirement Planning experience is required.
• Related license required.

• 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 skills

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.

• In addition to competitive pay, we have designed a performance‑based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.
• Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.
• Paid time off annually and a sabbatical at every 10‑year service anniversary.
• Ownership in the company in the form of company stock (discretionary profit‑sharing and 401(k) match contribution).
• Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations.
• Access to specialized leadership development programming designed to take your career to the next level.
• And so much more!

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.