Senior Sales Executive

4 weeks ago

Cleveland, Ohio, United States OMJ|CC Full time
Job Summary:

The Senior Sales Executive is responsible for generating sales opportunities with new clients in a defined market. This role involves coordinating personal sales efforts with team members and internal staff, as well as collaborating with the team to cross-sell products and services. The position requires the development and implementation of a personal sales plan with direct accountability for annual production goals.

A Day in The Life:

  • Develop and implement a sales development plan to originate business with new clients.
  • Build and maintain a growing book of business each year.
  • Identify opportunities to cross-sell multiple lines of coverage to existing clients.
  • Maintain a high level of sales activity through self-driven initiatives to achieve production goals.
  • Source leads, identify decision-makers, and make cold calls to secure appointments and service presentations.
  • Perform detailed analysis of prospective clients' needs and recommend appropriate and competitive coverages.
  • Customize insurance programs to suit customer needs, explaining features, advantages, and disadvantages of various policies.
  • Develop and implement presentation and closing techniques to secure new business.
  • Maintain close relationships with existing clients to ensure services are provided as expected and act as a consultant to resolve complex risk problems.
  • Keep accurate and timely electronic records of all prospecting activities using Microsoft CRM software.
  • Build a personal network of contacts for long-term prospect sourcing through professional referrals and community involvement.
  • Attend industry events, seminars, and workshops to stay informed about market changes and new products/services.
  • Mentor junior-level sales team members and offer guidance.
  • Participate in mandatory Business Development Team meetings.

Requirements:

  • 5 to 10 years of experience in the insurance brokerage field or an equivalent combination of education and experience.
  • Demonstrated sales achievement with an established book of business.
  • Proven experience in client retention and contributing to the annual growth of the established book of business.
  • Experience in Property & Casualty, Life & Health, Personal Lines, or Retirement Planning.

What We're Looking For:

  • Pro-active, goal-driven, and confident.
  • Service-oriented and collaborative.
  • Effective in networking and relationship-building.
  • Possess exceptional interpersonal abilities.
  • Professional and outgoing demeanor.
  • Excellent listening, verbal, and written communication skills.
  • Highly organized, detail-oriented, and results-focused.
  • Insightful, creative, and innovative.
  • Strong analytical and problem-solving skills.

How to Apply:
Nicolas Abourjeili-Recruiter

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