Sales Professional
4 days ago
We're seeking a highly motivated and results-driven Sales Executive to join our team at Alera Group. As a Sales Executive, you will be responsible for building a profitable book of business while supporting the growth of strategic carrier partnerships.
Key Responsibilities- Utilize lead lists and inbound calls to convert prospects into clients
- Develop and maintain external and predictable referral partnerships within the community
- Manage and conduct client meetings to secure new business
- Create tailored insurance proposals that meet clients' unique needs
- Manage multiple projects simultaneously, including calendar appointments, task lists, and emails
- Meet or exceed annual sales goals established with the Sales Manager and Vice President of Sales
- Engage in mentorship and guidance with senior team members to ensure team goals are achieved
- Properly onboard clients by introducing them to policy service resources and the Account Management team
- Consistently complete necessary pipeline and production reports
- Drive a motivating sales culture through individual actions and goal achievement
- Actively participate in sales meetings and events
- Effectively communicate Lighthouse Group's capabilities to prospects and clients to promote cross-selling
- Support the execution of Lighthouse Group initiatives, policies, and programs
- Maintain and strengthen client relationships and the Lighthouse brand through social engagement and community involvement
- Build and maintain positive relationships within Lighthouse Group
- Follow proper procedures for insurance standards and protect confidential information
- Actively support local community initiatives
- Five years of insurance experience
- Customer service and sales experience
- Exceptional verbal and written communication skills
- Self-starter with ability to work independently and within a team
- Property & Casualty Insurance License
We're an equal opportunity employer and welcome applications from diverse candidates. If you're a California resident, please review the California Consumer Privacy Act prior to applying.
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