Insurance Sales Professional

5 days ago

Aliso Viejo, California, United States Marsh McLennan Agency Full time
Job Summary

This role is designed to prepare individuals for advancement to the Client Executive Sales position. As a Sales Associate, you will work in various settings, both independently and as part of a team, to develop existing client relationships and identify new business opportunities.

Key Responsibilities
  • Develop and maintain relationships with clients to identify their Employee Health & Benefits needs and provide solutions to improve their business profitability.
  • Consult with clients to understand their current product solutions and advise on forthcoming product developments.
  • Coordinate the servicing of clients within the scope of available services.
  • Provide accurate and timely cost calculations and quotations based on variations in coverages.
  • Meet with the Sales Manager to review goals and prospective clients, and review sales performance against targets.
  • Represent the firm at trade exhibitions and events.
  • Record sales information and provide it to relevant departments within the firm.
  • Develop problem-solving skills to understand, anticipate, and meet clients' needs.
  • Attend departmental and sales meetings as required.
  • Identify needs and competencies to be acquired, and make use of training opportunities.
  • Learn client policy requirements, internal systems, and departmental procedures/policies.
  • Plan ahead and problem solve to anticipate, report, and help resolve problems that occur.
Requirements
  • College degree required.
  • Valid unrestricted Life and Disability License in CA and meeting continuing education requirements.
  • Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written form.
  • Confident and determined approach with the capacity to flourish in a competitive environment.
  • Resilience and ability to cope with rejection.
  • High degree of self-motivation and drive.
  • Ability to work both independently and as part of a team.
  • Proficiency with personal computers and Microsoft Office applications, and ability to operate standard office equipment.
  • Demonstrated ability to develop, plan, and implement short- and long-range goals.
  • Skill in organizing resources and establishing priorities.
  • Strong attention to detail.
  • Maintain client confidentiality.
  • Valid Driver's License and reliable transportation.
Work Environment and Physical Demands
  • 15% - 30% travel may be required.
  • Extended work hours (10 – 12 hrs/day) required due to attendance at and participation in networking and industry functions.
  • Office environment, except during periods of travel.

We offer a competitive salary range of $40.20 to $64.02 per hour, determined by factors such as experience, skills, training, location, certifications, and education. We also provide comprehensive benefits and programs, including health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and more. For more information, please visit our website at http://marshmma.com/careers.

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