Sales Executive - P&C
Unison Risk Advisors
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.
A Day in The Life :
A Day in The Life :
- 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; participants 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
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Sales Executive - P&C in Pittsburgh, PA vacancy
- ...excel in a high-demand niche while supporting long-term growth. Candidates should possess an active P&C license, strong communication skills, and may benefit from prior sales experience. The position offers an uncapped earning potential based on commissions from written...SuggestedRemote jobFor contractors
$5,200 per month
...specialize in commercial trucking insurance. If you are a licensed P&C agent looking to move beyond personal lines and build expertise... ...Qualifications Active Property & Casualty license required Sales experience preferred Commercial or trucking knowledge...SuggestedFor contractorsRemote work- ...to the continued growth of the Technology Practice. The Technology Underwriter plays a critical role in executing on this opportunity, using technical, sales, and analytical skills to deliver tailored insurance solutions that help CNA's customers manage risk. The Underwriter...SuggestedFlexible hours
$300k
...Job Description Insurance Sales Executive - Commercial Lines Job Summary Seeking high-performing, entrepreneurial Insurance Sales Executives specializing in Commercial Lines to join a dynamic team. This role is ideal for professionals who thrive on autonomy...SuggestedFull time$45k - $48k
...Property & Casualty Customer Service Representative Join a Best Practices-recognized agency and put your P&C license to work in a role that makes a difference! As a Customer Service Representative, you'll guide clients through their insurance needs, answer questions...SuggestedFull timeRemote work- ...surrounded by amazing people. Here is a look of some of the expectations and responsibilities for this position: Responsibilities The sales professional will be responsible for delivering sales results aligned to Techstra's go-to-market strategies, managing and growing a...Local area
- ...Job Description JOB SUMMARY: The purpose of the Fire Life Safety Sales Executive position is to prospect and develop new customers. Customer development to include upselling and multi-line development of services, providing and negotiating pricing for inspection...Temporary workApprenticeshipWork at officeLocal areaRemote workFlexible hours
$69k
...Job Description Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing...Remote jobWork from homeFlexible hours$100 per hour
...Description MISTRAS Group is actively strengthening our Sales Team across our core growth markets-Power & Utility, Infrastructure... ...customer organizations, and differentiate through value. Sales Executives at MISTRAS are expected to take ownership of their territory,...Local area$80k - $175k
...Sr Sales Executive - Enterprise Imagine Your Future with Us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and...Base plus commissionLocal area$85k - $90k
...providers anywhere in the world. While we may not be at a patient's bedside, their health is still in our hands. Our Account Sales Executive is responsible for the business development of Spacelabs' diagnostic cardiology products within a large, challenging territory....Full timeLocal areaRemote workWorldwideFlexible hoursNight shiftEarly shift- ...Sales Executive Our client is seeking an Account Executive who will act as a technical sales expert developing and maintaining customer relationships, selling turnkey retrofit projects, preventative maintenance contracts, and providing recommendations for service and...Work at office
$50k
...Job Description Job Description Sales Lead Development Representative Konecranes Konecranes is looking for ambitious, confident... ...Leads (i.e. Marketing Events, Webinars, Website Downloads). Execute established daily cadence of prospecting and conversations to...$5,000 - $10,000 per month
...Remote Sales Representative Uncapped Commission | $5,000$10,000+ per month InstallPros USA is a national technology installation company helping homes and businesses get fast, reliable connectivity where traditional broadband falls short. We specialize in Starlink...Remote jobHourly pay- ...Senior Sales Executive We are seeking a consultative, financially oriented, solutions-based Senior Sales Executive to identify and close customer focused energy efficiency and sustainability-based project solutions. The Senior Sales Executive will proactively identify...Local area
$125k
...Sales Executive, Fraud Solutions Position to fill: Sales Executive, Fraud Solutions Industry Specialized IT Services Location: Candidate Can be located anywhere in the US. (NE preferred). 75% travel time. Salary range: US$125k base + Commission Job Description...Temporary work- ...IT Staffing Sales Executive Techstra Solutions, an IT consulting company is seeking focused, and results driven IT Staffing Sales Executive to work closely with organizations undergoing Digital and IT Talent transformation. Techstra Solutions helps large enterprises...Work at officeLocal area
- ...Job Description Job Description Technical Sales Representative – Industry Leading Solutions Provider Neff is an industry leading... ...to match our solutions to the customer’s needs. Develop and execute strategies to generate a consistent pipeline of new opportunities...Flexible hours
$15 per hour
...the while, being provided the opportunities, support, and enrichment you need to grow your career. In this position, you'll drive sales by engaging customers through food and beverage sampling. This dynamic role in retail provides an opportunity to connect with shoppers...Hourly payPart timeShift work- ...Job Description Job Description Position: Technical Sales Representative Territory: Maine · New York · Pennsylvania Location: Remote / US The Opportunity Ohalo is hiring Technical Sales Representatives to help build and scale our commercial presence....Remote workVisa sponsorshipShift workNight shift
- ...the country. This mean endless opportunities to grow your career. We are growing in Pittsburgh and are currently hiring an Outside Sales & Customer Service Professional to service the Pittsburgh Pennsylvania metro area. Anago strongly believes in internal promotions...Currently hiring
$3,500 - $4,000 per month
...Sales Development Representative The Sales Development Representative (SDR) role is a full-time, in person, opportunity for ambitious, hard-working, outgoing individuals who desire an elevated professional opportunity in sales but have not had the opportunity to develop...Hourly payFull timeWork at office$21.15 - $26.44 per hour
...Sales Development Representative II - ONSITE Job Category: Sales CoE - 2 Requisition Number: SALES002851 Full-Time On-site Pittsburgh... ..., the Sales Development Representative partners with Account Executives to plan territory activities, conduct targeted outreach,...Hourly payFull time- ...Job Description Job Description What You'll Do: Achieve sales and margin levels that meet or exceed annual goals for all AT equipment... ...knowledge, system design, and a superior understanding and execution of proper prospecting and sales processes. Maintain an...Temporary workRelocation package
- ...Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. n Position Title: Sales Executive - INSA Business Unit: INSA Reports To: Varies Based on Assignment Position Overview: This position is...Work at office
- ...Job Description Wilson McGinley Inc., a leading beverage wholesaler in Western Pennsylvania, is seeking a motivated and energetic Sales Representative to join our team. We represent a diverse portfolio of both alcoholic and non-alcoholic beverages across the region,...
- ...professional with a passion for building relationships and closing deals? Triangle Fastener Corporation is seeking a proactive Outside Sales Representative to join our team in the Greater Pittsburgh, PA area. In this role, you’ll be the face of TFC in your market...Temporary workLocal area
- ...Job Description Job Description Style Connection, NJ based sales agency, is seeking an outside sales reprsentative to add to our team in Western Pennsylvania. Seeking a highly motivated, goal oriented sales professional to sell a multi- line group of Home Decor and...
$85k
...transform homes, this is your opportunity. We’re hiring Project Consultants to guide homeowners through their remodeling journey - no pushy sales tactics, no cheesy non genuine discounts, just genuine solutions that make homes shine. Who We Are At New Look Exteriors...Work from home- ...taken initiative in previous roles, and want a company that actually develops leaders, we want to meet you. We’re a fast-growing sales company planning to expand nationwide, and we’re building our future leaders through a structured Management Training Program...Shift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sales Executive - P&C. Be the first to apply!
Related searches
- sales consultant Pittsburgh, PA
- sales rep Pittsburgh, PA
- field agent Pittsburgh, PA
- dental sales representative Pittsburgh, PA
- sales consultant work from home Pittsburgh, PA
- local sales representative Pittsburgh, PA
- direct sales representative Pittsburgh, PA
- door to door sales representative Pittsburgh, PA
- beauty sales rep Pittsburgh, PA
- industrial sales representative Pittsburgh, PA


