Assistant Vice President

1 week ago


San Francisco, California, United States Heffernan Insurance Brokers Full time
Assistant Vice President
  • Employee Benefits Sales The Assistant Vice President – Sales will cold call and network with industry professionals, both internally and externally, to generate interest in our insurance products related to Employee Benefits services to help grow the Heffernan brand They will work closely with the company sales team to cross sell our services to existing clients as well as prospect for new clients outside of HIB.
The ideal candidate would be a determined self-starter with a strong work ethic.

Responsibilities Include:


Engage with and generate a steady flow of qualified prospects from own leads and company supplied referralsSupport clients and partner with them when selecting and designing their insurance product needsCall on to educate and suggest additions or enhancements to existing insurance programsMeet with existing clients to perform annual reviews of current insurance offeringAnswers inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations, and other related informationWork closely with Account Management team to offer quality day to day service to clientAttend industry networking events, trade shows and conventionsTrack all sales activity using HuddleAttend sales meetings, both locally and nationally as necessaryAttend ongoing industry continuing education courses to improve technical knowledgeDevelop long-term relationships with clients, carriers, and HIB ProducersSpecial projects and other duties as assignedRequirements:High school graduate/GED required3+ years of relevant industry experience preferredExcellent verbal and written communication skillsExcellent interpersonal and customer service skillsStrong analytical and problem-solving skillsThorough understanding of equipment, product, industry, and/or services provided to clientsMust be highly organizedMust be a team player and enjoy a team based work environmentMust be proficient in MS Office; notably Outlook, PowerPoint, ExcelProfessional demeanor and behavior, as referenced in the Heffernan Habits hereinCompensation: The starting salary range for this position is $80K to $120K with opportunity for additional commission.

The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. Heffernan offers a comprehensive benefits package; more details on which can be found at . These are core values that represent our unique culture.
Smooth The Path And Be Respectful– Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
Do Good– This is our core. We strive to do good for our clients, our company and our communities.
Know Your Clients And Foster Relationships– Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.

Have Fun– Take the time to get to know your colleagues and let's have fun If we are happy and connected, we all will do a better job for our clients.

Answer The Phone (And Email)– Be available and responsive to clients and colleagues.

Be Humble And Own It– We all make mistakes – what's important is that we take ownership for our mistakes and learn from them.

Humility shows a willingness to learn and improve.
Celebrate And Value Our Differences– We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.

Working Conditions:
Work environment may be indoors, sitting at a desk or standing for extended periods of time.
Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
This position may require flexibility to work hours outside of a regular schedule.
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