Sales Executive

Job Summary

Responsible to generate sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff. Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals.

A Day in The Life

• 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

What You’ll Need

• 3-5 years or more of related experience or the equivalent combination of education and experience
• Successful sales experience in the Insurance Brokerage field is required
• Property & Casualty, Life & Health, Personal Lines, or Retirement Planning experience is required
• Related license required

Who You Are

• A pro-active, goal-driven and confident attitude
• A service-oriented, collaborative approach
• Effective networking and relationship-building skills
• Exceptional interpersonal abilities
• An 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

About Oswald

Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity. Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don’t believe us? Ask your friends, colleagues, and mentors about Oswald. There’s a reason Oswald has been named a Top Workplace for nine consecutive years.

What You’ll Get...

• Opportunity to build a long-term career with unlimited growth potential
• Caring work environment
• Work-life balance
• Total Rewards package including competitive pay, performance-based annual incentive program, comprehensive medical, dental and vision plans, numerous supplemental benefit offerings, paid time off annually, sabbatical at every 10-year service anniversary, company stock, profit-sharing and 401(k) match contribution, assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations

Company Information

Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.