Executive Sales Consultant-Oregon (Portland)

Warner Pacific Insurance Services is a full-service general agency that provides insurance agents with sales assistance, innovative technology, and back-office support — the tools you need to grow your business in a rapidly changing marketplace.

About the role

As an Executive Sales Consultant, you will build broker relationships and contribute to sales goals through broker growth initiatives and new group submissions. Working with moderate supervision, this role emphasizes maintaining regular communication with brokers to encourage product adoption and increase sales.

Responsibilities

• Drive for results to exceed monthly/annual sales to support and meet overall company sales goals
• Recommend appropriate solutions to meet customer needs and resolve moderately complex customer questions or issues independently
• Generate prospective broker opportunities by utilizing moderately complex prospecting strategies and maximizing referrals
• Cultivate moderately complex agency/broker relationships and identify strategies to expand opportunities
• Review data on sales reports to identify patterns, opportunities, and develop moderately complex sales strategies; collaborate with the sales team to share insights
• Identify areas of sales process improvements to achieve sales targets and initiatives
• Develop and conduct structured training sessions covering product knowledge, quoting tools, and market trends; regularly assess broker understanding and provide ongoing education on product updates
• Participate in a variety of industry events and conferences to generate new agency leads and develop new business opportunities
• Lead brokers through the entire sales cycle, ensuring they understand each step, from quote through implementation
• Engage brokers early in the renewal process to assess client needs, changes in business, and possible improvements to current policies
• Make broker connections to follow up on active quotes; proactively call on upcoming effective dates for potential business
• Demonstrate advanced understanding of carrier partners, industry trends, underwriting nuances, services, and products
• Build relationships with cross-functional/external stakeholders and customers
• Ensure a high level of customer service is provided for the utmost experience
• Document activity and communication in Salesforce
• Demonstrate consistent, outstanding judgment, honesty, and integrity in all aspects of job performance
• Provide backup in other areas within the department/company as needed/requested
• Participate and consult in the RFP process when competing for an agency

Behaviors and Competencies

• Professional acumen: Influences a positive culture by supporting adaptability and resilience, encouraging continuous improvement and evolution
• Effectively communicates and collaborates across teams; ability to explain decisions and processes clearly to peers as needed
• Collaborates with both internal and external partners; can act as a mentor
• Personal Development: Actively reflects on performance, identifies areas of improvement, sets higher standards, and seeks mentorship to enhance skills
• Displays an increasing ability to assess and adjust behaviors for better outcomes
• Listens to, seeks, and addresses performance feedback; pursues self-development
• Champion for change and innovation: Embraces new ideas; influences and inspires; overcomes resistance; acts proactively
• Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work and helps others adapt to new tasks and processes

Requirements

• Strong proven track record of supporting the achievement of sales goals
• Maintain a valid OR life/health insurance license
• Minimum of a high school diploma, GED, or equivalent; advanced education or degree preferred
• Minimum 2-3 years of healthcare/medical sales/service experience, preferred
• Computer literacy in programs such as Microsoft Excel, PowerPoint, Microsoft 365, Salesforce
• Advanced analytic skills to read and understand sales reports and identify trends
• Exceptional interpersonal skills
• Consultative skills with internal and external partners
• Proven ability to multi-task in a complex environment with high accuracy and work volume with limited supervision
• Advanced understanding of market factors, carriers, carrier guidelines, plans, benefits, and legislation in the group insurance landscape
• Collaborative and flexible work style to pivot in a fast-paced work environment
• Ability to self-start and think/act independently
• Highly effective written and oral communication
• Maintains confidentiality
• Demonstrated ability to effectively negotiate
• Exceptional presentation skills to present internally or externally to brokers or carrier partners
• Ability to quickly adapt to emerging technologies
• Local travel within the state (60%-70%)

Pay

Salary Range: $100,000 - $150,000 annually plus bonus. Actual compensation may vary based on work experience, education, and/or skill level.