Sales Enablement Specialist, Commercial Risk Management - Insurance Advisory Solutions

Primary Responsibilities

• Identify new leads that fit the target prospect profile
• Execute top-of-the-funnel lead generation activities to uncover new sales opportunities via phone, email, social media.
• Create compelling content and execute drip campaigns to targeted companies that fit the firm’s “ideal client profile.”
• Help to coordinate and plan webinars and in-person educational events for existing clients and prospects.
• Develop an understanding of our business development model and assist Partner in execution.
• Generate and execute long-cycle business development strategies, document meaningful activity and track results.
• Create unique and creative content to communicate proposed solutions to prospects and clients.
• Work with a mentor and participate in team meetings to review sales activities/results and learn about market trends, company goals, etc.
• Obtain a broad understanding of the insurance industry, internal procedures, carrier products, firm services and lead qualification.

Requirements

• Excellent written, verbal communication and presentation skills.
• Ability to clearly articulate value, influence others and motivate action.
• Time management skills and the ability to coordinate calendars with multiple stakeholders.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to learn any other appropriate program or software system used by the firm as necessary.
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture.

Qualifications

• High school diploma required; Bachelor’s degree preferred.
• 2 years of relevant sales or customer service experience required; 2+ years of relevant sales or customer service experience preferred.

Knowledge, Skills & Abilities

• Rapid understanding and adoption of CRM systems (HubSpot, Salesforce, ZoomInfo, etc.).
• Fast-paced multi-tasking environment.

Education & Experience

• High school diploma required.
• Bachelor’s degree preferred.
• 2 years of relevant sales or customer service experience required.
• 2+ years of relevant sales or customer service experience preferred.

Other

• Certification(s): None required; None preferred.
• Licenses: Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required.