Strategic Sales & Account Advisor

Strategic Sales & Account Advisor

Strategic Sales & Account Advisor

Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless accommodation is granted as required by law.

The Strategic Sales & Account Advisor is responsible for acquiring new business, retention and growth of current business, and daily operational oversight of all designated accounts.

How you will make an impact:

• Develops and executes overall strategy for acquiring new business and renewing existing accounts.
• Achieves sales targets for new business through brokers and/or directly with clients.
• Manages the annual renewal process for current accounts, drives opportunity for additional growth and product sales, and coordinates all internal partners as required.
• Ensures accounts receive excellent customer service.
• Cultivates trust-based relationships and develops comprehensive understandings of client needs and priorities.
• Acts as a consultative collaborative partner with brokers, consultants, and key decision makers.
• Continuously updates knowledge in a rapidly changing environment.
• With general supervision, provides sales and retention knowledge to individual, small, and/or large groups and is able ask for and accept guidance when needed from leadership and/or team members acting as a resource.

Minimum Requirements:

• Requires a BA/BS and a minimum of 2 years of sales experience; or any combination of education and experience which would provide an equivalent background.
• Sales license and appointment required upon hire or is required to be obtained and appointed within sixty (60) days of hire.

Preferred Skills, Capabilities and Experiences:

• Experience with office tools, cloud-based software, social media & collaboration tools strongly preferred.
• Ability to learn and become familiar with the industry and product at the local, state, and federal level preferred.
• Client facing experience preferred.
• Insurance experience strongly preferred.
• Licensed upon hire strongly preferred.

Job Level: Non-Management Exempt