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