Business Development Specialist

6 days ago

Cleveland, Ohio, United States Oswald Companies Full time
About Oswald Companies

Oswald Companies is a 129-year-old, employee-owned organization that provides a world of protection around the lives and businesses of our clients.

Job Purpose

We are seeking a highly motivated and goal-driven professional to join our team as a Sales Associate. The successful candidate will be responsible for generating sales opportunities with new clients in a defined market, coordinating personal sales efforts with department team members and other internal staff, and collaborating with the team to cross-sell products and services.

Essential Duties and Responsibilities
  • Establish a sales development plan to originate business with new clients, build and maintain a book of business, and incrementally grow the book at plan each year.
  • Capitalize on opportunities to cross-sell multiple lines of coverage to existing clients, collaborate with department peers and service staff managing the company's various practices to maximize the sale of services provided.
  • Maintain a high level of sales activity through self-driven initiatives to achieve production goals, 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, make recommendations for appropriate and competitive coverages.
  • Customize insurance programs to suit customer needs, covering a variety of risks, 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.
  • Meet with existing clients on a regular basis to maintain close relationships and ensure required services are provided as expected, act as an adviser and consultant, helping customers analyze risk and apply innovative solutions to resolve complex risk problems.
  • Maintain accurate and timely electronic records of all prospecting activities utilizing Microsoft CRM software, including the data entry of established contacts, sales calls, and presentations performed, closed sales achieved, and other follow-up activities.
  • Develop a personal network of contacts for the long-term sourcing of prospects through professional referrals and special-interest groups, participate in community events, non-for-profit boards, and other community networking opportunities.
  • Attend industry events, seminars, and informational workshops to learn about changes in the competitive market and the new products and services provided, receive technical training and enhance skills to improve account development ability.
  • Stay up-to-date with legislative changes, industry trends, and new product offerings, assist in the implementation of company promotional activities and seminars.
  • Attend and participate in all mandatory Business Development Team meetings.
Personal Characteristics

The specific personal traits required to accomplish the essential duties of this job successfully include:

  • A proactive, goal-driven, and confident attitude.
  • A service-oriented, collaborative approach.
  • Effective networking and relationship-building skills.
  • Exceptional interpersonal abilities.
  • An outgoing, professional demeanor.
  • Excellent listening, verbal, and written communication skills.
  • Highly-organized, detail-oriented, and results-based.
  • Insightful, creative, and innovative.
  • Strong analytical and problem-solving skills.
Education and Previous Experience

Bachelor's degree in Business, Finance, or Risk Management from a four-year college or university and one to three years or more related experience or the equivalent combination of education and experience.

Prior experience specifically required:

  • Successful selling experience in a Business-to-Business product or service is required.
About Oswald

Oswald is a company that creates a world of protection around the lives and businesses of our clients.

We are an independent, employee-owned company, which means that you own your own success in a personally and financially rewarding opportunity.

Inclusivity is a priority, and we foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path.

Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.

Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees.

We are an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information, or any characteristic.

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