Insurance Sales Professional

1 week ago

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

The Sales Executive is a key role at OMJ|CC, responsible for generating sales opportunities with new clients in a defined market. This position requires a proactive and goal-driven individual who can collaborate with team members and internal staff to cross-sell products and services.

Key Responsibilities
  • Develop and implement a personal sales plan with direct accountability for annual production goals.
  • Establish and execute a sales development plan to acquire new clients.
  • Collaborate with team members to cross-sell various lines of coverage.
  • Maintain high sales activity through proactive initiatives.
  • Source leads, identify decision-makers, and make cold calls to secure appointments.
  • Conduct detailed analyses of prospective clients' needs and recommend suitable coverages.
  • Customize insurance programs and present features and benefits to potential clients.
  • Maintain relationships with existing clients, acting as a consultant to analyze risk and propose solutions.
  • Keep detailed electronic records of prospecting activities using Microsoft CRM software.
  • Develop a professional network through referrals, community events, and industry seminars.
  • Stay updated on industry trends and legislative changes through continuous learning and training.
Requirements
  • 3-5 years of successful sales experience in the Insurance Brokerage field.
  • Experience in Property & Casualty, Life & Health, Personal Lines, or Retirement Planning.
  • Proven ability to meet sales targets and quotas.
What We're Looking For
  • Pro-active, goal-driven, and confident individual.
  • Service-oriented with strong collaboration skills.
  • Effective networker with exceptional interpersonal abilities.
  • Outgoing and maintains a professional demeanor.
  • Excellent listener with strong verbal and written communication skills.
  • Highly organized, detail-oriented, and results-driven.
  • Insightful, creative, and innovative problem-solver.
  • Keeps abreast of industry trends and legislative changes.

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