Sales Representative

3 days ago

Union, Kentucky, United States Oswald Companies Full time
Job Summary

Oswald Companies is seeking a highly motivated and results-driven Sales Associate to join our team. As a Sales Associate, you will be responsible for generating sales opportunities with new clients, building and maintaining a book of business, and collaborating with the team to cross-sell products and services.

Key Responsibilities
  • Develop and implement a sales development plan to originate business with new clients
  • Build and maintain a book of business and incrementally grow the book at plan each year
  • Capitalize on opportunities to cross-sell multiple lines of coverage to existing clients
  • Maintain a high level of sales activity through self-driven initiatives to achieve production goals
  • 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
  • Perform a detailed analysis of a prospective client's needs by reviewing their existing insurance / risk management program; make recommendations for appropriate and competitive coverages
  • Customize insurance programs to suit customer needs covering a variety of risks; explain features, advantages and disadvantages of various policies to promote the sale of services
  • Communicate products and services by developing the appropriate presentation and implementing closing techniques to secure the business
  • Meet with existing clients on a regular basis to maintain close relationships and ensure required services are provided as expected; act as an adviser and consultant, helping customers analyze risk and apply innovative solutions to resolve complex risk problems
  • Maintain accurate and timely electronic records of all prospecting activities utilizing Microsoft CRM software including the data entry of established contacts, sales calls and presentations performed, closed sales achieved, and other follow-up activities
  • Develop a personal network of contacts for the long-term sourcing of prospects through professional referrals and special-interest groups; participate in community events, non-for-profit boards and other community networking opportunities
  • Attend industry events, seminars and informational workshops to learn about changes in the competitive market and the new products and services provided; receive technical training and enhance skills to improve account development ability
  • Stay up-to-date with legislative changes, industry trends and new product offerings; assist in the implementation of company promotional activities and seminars
  • Attend and participate in all mandatory Business Development Team meetings
Requirements
  • Bachelor degree in Business, Finance, or Risk Management from a four-year college or university and one to three years or more related experience or the equivalent combination of education and experience
  • Successful selling experience in a Business-2-Business product or service is required
About Oswald

Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company, which means that you own your own success in a personally and financially rewarding opportunity. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.

We are committed to inclusivity and prioritize creating an environment where our Employee-Owners can grow and succeed. Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees.

We offer a comprehensive Total Rewards package, including competitive pay, performance-based annual incentives, comprehensive medical, dental and vision plans, paid time off, and ownership in the company in the form of company stock. We also provide assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations.

At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. We care about our Employee-Owners, our customers, and the world around us. We encourage work-life balance and provide a supportive environment that allows you to thrive both personally and professionally.

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