Job Description

Proactively drive sales and services to new and existing clients by providing innovative solutions

to all of their employee benefits needs.

ESSENTIAL FUNCTIONS

• Consult with clients to understand business needs and objectives; identify and qualify potential sales opportunities; create
• and execute strategy independently driving consistent results.
• Demonstrate advanced knowledge of customer industry including terminology, technology trends, challenges and
• government regulations; demonstrate ability to match optimal insurance products to client’s unique business needs.
• Build and maintain relationships founded on trust with key decision makers or potential influencers; nurture relationships
• over longer sales cycle.
• Effectively utilize all resources within department to exceed client expectations; actively collaborate with resources outside
• department to maximize sales opportunities.
• Represent company at trade association meetings, carrier forums and industry gatherings.
• Responsible for mentoring of ‘rookie’ producers.

TECHNICAL FUNCTIONS

• Proficiency in MS Office products (Excel, Word, Outlook, PowerPoint)
• Demonstrated ability to manage pipeline data and measure performance standards to ensure achievement of sales goals

REQUIRED EXPERIENCE

• Associate Consultant to have sales internship experience
• Experienced Consultant to have B2B sales consulting experience or relevant industry sales experience
• Demonstrated skills: coachable and competitive entrepreneurial spirit; high degree of self-motivation and discipline
• Excellent written and verbal communication skills; demonstrated facilitation, negotiation and persuasion skills

REQUIRED EDUCATION/CERTIFICATION

• Bachelor’s degree in Sales, Business, Entrepreneurship or related business discipline