Sales Associate - Group

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