Executive Sales Consultant Portland, OR

About the role

JSG is seeking an Executive Sales Consultant for a remote, direct hire position with our growing General Insurance Agency client in Greater Portland. The role emphasizes building broker relationships and contributing to sales goals through broker growth initiatives and new group submissions.

Responsibilities

• Drive for results to exceed monthly/annual sales to support and meet the overall company sales goals
• Recommends appropriate solutions to meet customer needs and resolves moderately complex customer questions or issues independently
• Generates prospective broker opportunities by utilizing moderately complex prospecting strategies and maximizing referrals
• Cultivate moderately complex agency/broker relationships and identify strategies to expand opportunities
• Reviews data on sales reports to identify patterns, identify opportunities and develop moderately complex sales strategies and collaborate with sales team to share insights
• Develops and conducts structured training sessions covering product knowledge, quoting tools, and market trends. Regularly assess broker understanding and provide ongoing education on product updates
• Develops and conducts agency training
• 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, any changes in the business, and possible improvements to their current policies
• Make broker connections to follow up on active quotes. Proactively making calls on upcoming effective dates for potential business
• Builds relationships with cross-functional/external stakeholders and customers
• Ensures a high level of customer service is provided for the utmost experience
• Document activity and communication in Sales Force
• Provide back up in other areas within the department/company as needed/requested
• Ability to participate and consult in RFP process when competing for an agency

Requirements

• Strong proven track record of supporting the achievement of sales goals
• Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred
• Minimum 2-3 years of health care/medical sales/service experience, preferred
• Computer literacy in programs such as but not limited to: Microsoft Excel, Power Point, Microsoft 365, SalesForce
• Advanced analytic skills to read and understand sales reports and identify trends
• Demonstrate exceptional interpersonal skills
• Demonstrate consultative skills with internal and external partners
• Pioneered 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 California group insurance landscape
• Collaborative and flexible work style to pivot in a fast-paced work environment
• Highly effective written and oral communication
• Maintains confidentiality
• Demonstrated ability to effectively negotiate
• Demonstrate 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%