Sales Associate

About the role

Oswald Companies seeks goal-driven professionals ready to take their career to the next level. The primary purpose of this role is to generate sales opportunities with new clients in a defined market, coordinate personal sales efforts with department team members, and collaborate with the team to cross-sell products and services.

Responsibilities

• Establishes a sales development plan to originate business with new clients
• Builds and maintains a book of business and incrementally grows the book at plan each year
• Captures opportunities to cross-sell multiple lines of coverage to existing clients
• Collaborates with department peers and service staff managing the company's various practices to maximize the sale of services provided
• Maintains a high level of sales activity through self-driven initiatives to achieve production goals
• Marketing products and services to the appropriate contact
• Develops and executes a proactive strategy to source leads, identify and target decision-makers, and make cold calls to obtain opportunities for an appointment and service presentation
• Performs a detailed analysis of a prospective client's needs by reviewing their existing insurance / risk management program; makes recommendations for appropriate and competitive coverages
• Customizes insurance programs to suit customer needs covering a variety of risks; explains features, advantages and disadvantages of various policies to promote the sale of services
• Communicates products and services by developing the appropriate presentation and implementing closing techniques to secure the business
• Maintains close relationships with existing clients on a regular basis; acts as an adviser and consultant, helping customers analyze risk and apply innovative solutions to resolve complex risk problems
• Maintains 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
• Develops a personal network of contacts for the long-term sourcing of prospects through professional referrals and special-interest groups; participates in community events, non-for-profit boards and other community networking opportunities
• Attends industry events, seminars and informational workshops to learn about changes in the competitive market and the new products and services provided; receives technical training and enhances skills to improve account development ability
• Attends and participates in all mandatory Business Development Team meetings

Requirements

Requires a 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. Successful selling experience in a Business-2-Business product or service is required.

Qualifications

The specific business lines / products that apply and the related level of knowledge include: Property & Casualty, Entry Group Benefits, Risk Management, Risk Consulting, Personal Client Management, Retirement Plan Services.

Skills

Pro-active, goal-driven and confident attitude, service-oriented, collaborative approach, effective networking and relationship-building skills, exceptional interpersonal abilities, 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.

Benefits

Not specified.

Pay

Not specified.

Schedule

Not specified.