Sales Professional

4 days ago


Tacoma, Washington, United States Alera Group Full time
About the Role

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
Requirements
  • 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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