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Business Development Executive
4 months ago
JOB SUMMARY AND PURPOSEHighly skilled at sales and business operations, the Business Development Executive (BDE) will join and inspire our team of like-minded teammates to build and expand our reach of Clients through both the Employee Benefits and Commercial markets.
ESSENTIAL DUTIES:
Sales
- Produces minimum Revenue production of $100,000 annually Networks within appropriate industry groups that have been identified as prospecting targets Calendar all networking/marketing events Establish 2 meetings a month with networking partners Minimum Outreach Expectations Post unique content 2x week on LinkedIn and other social media sites Make 20 outbound calls a week to prospective clients Send 20 outbound emails a week to prospective clients Make 2 videos, drops, or handwritten letters per week Updates CRM database consistently and frequently with prospecting activity.
- Manages existing sales pipeline and develops new business opportunities Generates new leads, identifies and contacts decision makers, screens potential business opportunities, leads and facilitates sales meetings.
Identify trends and customer needs, building a short/medium/long-term sales pipeline in accordance with targets Assists in the coordination and implementation of marketing strategies and initiatives Responsible for inviting, communicating, and maximizing attendance at networking, educational events.
Maintains and shares professional knowledge through education, networking, events and presentations. Timely and accurately updates Salesforce with prospect information and communication Updates weekly internal Master Sales Sheet Customer Relationship Management- Responsible for maintaining relationship with the Client Acts as liaison between Client, the internal Team, and Insurance Companies/Partners to develop and maintain effective working relationships in order to independently resolve service problems.
Insurance Industry Knowledge
- Demonstrates knowledge and ability of the industry, including competitive and customer trends, to strategically direct Clients and solve situations.
Team Leadership
- Works with strong, highly engaged, efficient teams.
ADDITIONAL DUTIES:
Attend meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers.
Perform other duties as assigned.EDUCATION, CERTIFICATES, LICENSES, REGISTRATIONS and/or EXPERIENCE:
Prefer bachelor's degree or at least an Associate's degree or equivalent from two-year College or technical school. High school diploma or equivalent is required Prefer a minimum of five years related sales experience and/or training.
SKILLS:
Proficient with CRM software (i.e., Salesforce) Exceptional in Microsoft Word and Excel.
Proficient in Microsoft PowerPoint, Publisher, Outlook Successful experience in B2B sales and negotiation Ability to perform duties in a high-pressured, fast-paced environment Must be highly organized and detailed with the ability to prioritize and remain flexible Professional telephone skills and etiquette Self-motivated and able to work both independently with limited supervision and within a team Attention to detail Excellent oral and written communication skills Openness to constructive criticism Ability to handle rejection well & professionally Ability to effectively present information to Prospects Ability to be personal with the potential buyer and clients Ability to respond to common inquiries or complaints from Prospects or carriers Ability to prepare proposals for presentation and review Ability to apply basic mathematical concepts such as percentages, addition, subtraction, multiplication and division Ability to think independently and critically Ability to define problems, collect data, establish facts, and draw valid conclusions Ability to read, analyze, and interpret industry policies and contract documents.
STARTING COMPENSATION:
Differs with experience.
The above statements are intended to be a representative summary of the responsibilities performed by incumbents of this job. The incumbents may be requested to perform job-related tasks other than those stated in this description.