Sales Associate - Group Benefits

Job Description

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. 

A Day in The Life :

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  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. 



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  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. 



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  Maintain a high level of sales activity through self-driven initiatives to achieve production goals, markets products and services to the appropriate contact. 



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  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. 



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  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. 



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  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. 

What You’ll Need :

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  Successful selling experience in a business-to- business product or service is preferred.



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  Strong analytical and problem-solving skills 



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  Effective networking and relationship-building skills 



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  Exceptional interpersonal abilities 

Who You Are :

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  A pro-active, goal-driven, and confident attitude 



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  A service-oriented, collaborative approach 



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  An outgoing, professional demeanor 



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  Excellent listening, verbal and written communication skills 



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  Highly organized, detail-oriented and results-based 



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  Insightful, creative and innovative