Sales Development Representative

7 days ago

Bloomfield Hills, Michigan, United States Oswald Companies Full time
Job Summary

Oswald Companies is seeking a highly motivated and goal-driven Sales Associate to join our team. As a Sales Associate, you will be responsible for generating sales opportunities with new clients, coordinating sales efforts with department team members, and collaborating with the team to cross-sell products and services.

Key Responsibilities
  • Establish a sales development plan to originate business with new clients and build a book of business.
  • Capitalize on opportunities to cross-sell multiple lines of coverage to existing clients and collaborate with department peers and service staff to maximize sales.
  • Maintain a high level of sales activity through self-driven initiatives to achieve production goals and market products and services to the appropriate contact.
  • 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 and make recommendations for appropriate and competitive coverages.
  • Customize insurance programs to suit customer needs, covering a variety of risks, and 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.
  • Maintain accurate and timely electronic records of all prospecting activities using Microsoft CRM software.
  • Develop a personal network of contacts for the long-term sourcing of prospects through professional referrals and special-interest groups.
  • Attend industry events, seminars, and informational workshops to learn about changes in the competitive market and new products and services provided.
Requirements
  • Bachelor's degree in Business, Finance, or Risk Management from a four-year college or university and 1 to 3 years or more related experience or the equivalent combination of education and experience.
  • At least 1 to 3 or more years of industry knowledge is preferred but not 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, and our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees.

What We Offer
  • A long-term career with unlimited growth potential.
  • A caring work environment that values our Employee-Owners, customers, and the world around us.
  • A work-life balance that encourages and practices physical and emotional well-being.
  • A world-class Total Rewards package, including competitive pay, comprehensive medical, dental, and vision plans, paid time off, and ownership in the company.

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