Sales Executive - Employee Benefits

Sales Executive, Employee Benefits – Job Description Position Summary The Sales Producer is responsible for generating new business opportunities within a defined market while building, maintaining, and growing a book of business. This role is accountable for developing and executing a personal sales strategy, achieving annual production goals, and collaborating across teams to deliver comprehensive insurance and risk management solutions. The position is both strategic and hands‑on, requiring proactive prospecting, relationship development, and consultative sales expertise to support organizational growth. Key Responsibilities Functional Leadership & Ownership Ownership of personal sales pipeline and business development strategy. Accountability for achieving annual production goals and revenue targets. Acts as a subject matter expert on insurance products and services. Partners with internal teams to align solutions with client needs. Hands-On Execution & Delivery Proactively sources and develops new client opportunities through networking, referrals, and cold outreach. Conducts needs assessments and evaluates existing insurance programs. Designs customized insurance and risk management solutions. Develops and delivers presentations and implements closing strategies to secure business. Reporting, Quality & Operational Support Maintains accurate and timely records of all sales activities in CRM systems. Tracks prospecting efforts, client interactions, and closed business. Ensures accuracy of client data, proposals, and sales documentation. Monitors pipeline performance and proactively addresses gaps. Cross-Functional Partnership & Integration Collaborates with service teams and practice leaders to deliver integrated client solutions. Partners with colleagues to identify cross-sell opportunities across multiple lines of coverage. Ensures smooth handoffs and strong internal alignment to support client success. Growth, Change & Special Initiatives Builds and expands a book of business year over year. Participates in community, industry, and networking events to develop long-term prospect pipelines. Remains adaptable to market changes, competitive dynamics, and evolving client needs. Process Improvement & Best Practices Continuously refines sales approach and prospecting techniques to improve outcomes. Stays current on industry trends, regulatory changes, and new product offerings. Contributes to promotional initiatives, seminars, and business development strategies. Accountability The role is accountable for delivering consistent sales results aligned with annual production goals, maintaining a high level of pipeline activity, ensuring accuracy and integrity of CRM data, building strong client relationships, and contributing to overall revenue growth through new business and cross-selling efforts. Qualifications Required 3–5+ years of related experience in insurance brokerage sales or equivalent. Proven success in generating new business. Experience with Property & Casualty, Life & Health, Personal Lines, or Retirement Planning. Active and appropriate insurance licensing. Strong analytical, communication, and relationship-building skills. Preferred Experience developing long-term client portfolios and networks. Demonstrated success in cross-selling multiple insurance products. Active involvement in industry organizations or community networking groups. Familiarity with CRM platforms such as Microsoft Dynamics or similar tools. Key Competencies Ownership & Accountability Consulting & Influence Relationship Building Results Orientation Communication Skills Business Acumen Strategic Prospecting Adaptability & Resilience Analytical Thinking #J-18808-Ljbffr