Sales Consultant-Northern CA Santa Cruz, Monterey, South Bay

Sales Consultant

The Sales Consultant is responsible for building foundational broker relationships, creating sales opportunities, and achieving sales goals. This role works under close supervision to understand broker needs and provide effective product and technology training. Key duties include establishing regular contact with brokers, developing a basic understanding of product lines, and identifying initial sales opportunities to support growth. The Sales Consultant also contributes to strategic development by assisting in the development and refinement of strategies to meet annual sales targets, utilizing sales status reports to monitor activity, follow-ups, closing business, and target achievement.

Overview of Responsibilities

• Drive results to exceed monthly/annual sales to support and meet the overall company sales goals
• Recommends appropriate solutions to meet customer needs and resolves questions with direction as needed.
• Generates prospective/inactive broker opportunities by utilizing various sales strategies.
• Cultivate current broker relationships and identify strategies to expand opportunities.
• Reviews data on sales trends and applies insights to develop sales strategies.
• Uses sales status reports to monitor sales activity and uses knowledge on health care to drive external sales.
• Helps identify areas of sales process improvements to achieve sales targets and initiatives.
• Identifies process improvements and sales initiatives.
• Conducts agency training.
• Participate in a variety of industry events and conferences to generate new agency leads and develop new business opportunities.
• Leads the sales cycle including enrollment from quote through implementation.
• Provides consultative discussion as needed on upcoming renewal business.
• Make broker connections to follow up on active quotes.
• Demonstrate a solid understanding of our carrier partner's, industry trends, underwriting guidelines, services, and products.
• Builds relationships with cross-functional/external stakeholders and customers.
• Listens to, seeks, and addresses performance feedback; Pursues self-development.
• Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work.
• Ensures a high level of customer service including timely and accurate responses.
• Completes work assignments autonomously and supports business-specific projects with limited direction.
• Contributes to strategic development by developing and refining strategy to meet annual sales targets, goals, and initiatives, utilizing sales status reports to monitor sales activity, follow-up, closings, and target achievements.
• Meet or achieve monthly/annual sales goals.
• Ability to participate in RFP process when competing for an agency.
• Able to handle situational complexities under supervision.
• Document activity and communication in Sales Force.
• Demonstrate consistent, outstanding judgment, honesty, and integrity in all aspects of job performance.
• Provide back-up in other areas within the department/company as needed/requested.
• Knowledge of core out-of-state quoting processes.

Behaviors and Competencies

• Professional acumen and judgement at internal and external engagements.
• Builds a positive culture: Supports a culture of adaptability and resilience, encouraging the team or organization to continuously improve and evolve.
• Effectively communicates and collaborates across teams; ability to explain decisions and processes clearly to peers to obtain a resolution.
• Collaborate with both internal and external partners and team members.
• Personal Development: Actively reflects on performance, identifying areas of improvement, setting higher standards, and seeking feedback to enhance skills. Displays an increasing ability to assess and adjust behaviors for better outcomes.
• Champion for change and innovation embraces new ideas; influences and inspires; overcomes resistance; acts proactively.

Additional Skills and Requirements

• Maintain a valid CA life/health insurance license.
• Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred.
• 1-2 years of Insurance Sales experience.
• Ability to self-start and think/act independently.
• Exceptional interpersonal skills.
• Demonstrate consultative skills with internal and external partners.
• Exceptional written and oral communication. Advanced presentation skills.
• Maintaining confidentiality
• Demonstrated ability to effectively negotiate.
• Demonstrated ability to multi-task effectively.
• Computer literacy and programs such as but not limited to Excel, PowerPoint, Microsoft 365, and Salesforce.
• Travel 15-35%

Compensation

• Salary Range*- $71,250.00-$95,000.00 annually plus bonus.
• Actual compensation may vary from posting based on work experience, education and/or skill level.
• * The salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role. at the time of this posting. The company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion, consistent with the law.

As an organization that values diversity of backgrounds, experiences, thoughts, and education levels, we know that an amazing candidate may not have all the qualifications that are listed above. Warner does not want to miss out on excellent candidates. If you believe you would be able to leverage your skills and strengths to meet our responsibilities section, please apply! We look forward to hearing from you!

Warner Pacific is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected status under applicable law.

Warner Pacific Insurance Services