• Sales Executive - Personal Insurance

    Posted: 12/20/2020

    We are expanding our Personal Insurance Sales Team. Check us out!

    Essential Duties and Responsibilities:

    • Creating and managing overall sales action plans to exceed production goals for your territory and meet required revenue targets
    • Discovering new business contacts and fostering relationships to close the sale
    • Cultivating relationships with a wide variety of key decision makers and business partners
    • Performing sales prospecting activities on a routine basis through cold calling, telemarketing, partner relationships, and customer referrals
    • Initiating and expanding on networking with high priority influencers such as real estate agents, loan officers, financial planners, etc.
    • Conducting face-to-face or virtual meetings while ensuring company professionalism at all times (proper business attire required) 
    • Developing proposals and delivering presentations and information utilizing company brand standards
    • Maintaining the Applied EPIC customer relationship management (CRM) database
    • Providing competitive market feedback and ability to remain current on industry trends
    • Other duties as assigned
    Position Requirements:
    • Proven successful sales background
    • Excellent persuasive and interpersonal communication skills
    • Ability to connect with customers and gain trust quickly
    • Strong time management skills
    • Motivated self-starter
    • Team player
    • Strong written, verbal and presentation skills
    • Ability to multi-task, solid attention to detail, and a desire to learn
    • Possess Property & Casualty producer license or the ability to obtain
    • Proficiency in MS Office suite
    Education and Experience:
    • Bachelor’s Degree Preferred
    • 3+ years in personal insurance sales preferred or
    • 3+ years of recent consumer-based sales experience

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