Senior Sales Executive
1 week ago
Propel, a company within the Alera Group, is a leading national insurance and financial services firm. We offer a unique blend of national scope and local expertise, providing our clients with the best of both worlds.
We have experienced significant growth over the past few years and our future outlook is even more promising. In fact, Business Insurance has recognized us as the 2nd fastest growing brokers, with a remarkable 76% growth rate. Our member firms have consistently earned Best Places to Work honors in their local markets.
Job SummaryAs a Sales Producer, you will be responsible for developing a pipeline of new clients through direct and indirect customer contact and prospecting. You will identify business opportunities by following up on leads and developing relationships with prospective clients. Networking and building contacts across the community will be essential in this role.
Key Responsibilities- Identify the strengths and weaknesses of alternative solutions to complex problems and determine the most suitable options for meeting a prospect's needs.
- Identify centers of influence that can assist with developing leads or making inroads to potential clients.
- Develop relationships and perform analysis with prospective clients to understand their organization, key decision makers, and business needs.
- Meet sales goals and retain relationships with key stakeholders after prospects become clients, with a focus on cross-sell and round-out opportunities.
- Understand principles and methods for showing, promoting, and selling products or services, including marketing strategy and tactics, product demonstration, and sales techniques.
- Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations.
- Bachelor's degree or equivalent combination of education and experience.
- 3+ years of prior professional experience as a Sales Consultant, with a successful track record of new business and providing an exceptional experience.
- CA Property & Casualty Insurance License.
- Knowledge of principles and methods for presenting, promoting, and selling products or services.
- Knowledge of general business principles, strategic planning, resource allocation, profit/loss requirements, organizational structures, and operational needs.
- Proficient in MS Office Suite.
- Requires travel to networking, prospect, and client locations.
- Experience in the healthcare industry (nursing homes, assisted living, home health and hospice) is a plus.
We are an equal opportunity employer and welcome applications from all qualified candidates. If you're a California resident, please review the California Consumer Privacy Act prior to applying.
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