Sales Executive - Employee Benefits

Key Responsibilities

• Ownership of personal sales pipeline and business development strategy.
• Accountability for achieving annual production goals and revenue targets.
• Acts as a subject matter expert on insurance products and services.
• PARTNERS WITH INTERNAL TEAMS TO ALIGN SOLUTIONS WITH CLIENT NEEDS.
• Proactively sources and develops new client opportunities through networking, referrals, and cold outreach.
• Conducts needs assessments and evaluates existing insurance programs.
• Designs customized insurance and risk management solutions.
• Develops and delivers presentations and implements closing strategies to secure business.
• Maintains accurate and timely records of all sales activities in CRM systems.
• Tracks prospecting efforts, client interactions, and closed business.
• Ensures accuracy of client data, proposals, and sales documentation.
• MONITORS PIPELINE PERFORMANCE AND PROACTIVELY ADDRESSES GAPS.
• CROSS-FUNCTIONAL PARTNERSHIP & INTEGRATION: COLLABORATES WITH SERVICE TEAMS AND PRACTICE LEADERS TO DELIVER INTEGRATED CLIENT SOLUTIONS. PARTNERS WITH COLLEAGUES TO IDENTIFY CROSS-SELL OPPORTUNITIES ACROSS MULTIPLE LINES OF COVERAGE. ENSURES SMOOTH HANDOFFS AND STRONG INTERNAL ALIGNMENT TO SUPPORT CLIENT SUCCESS.
• BUILDING AND EXPANDING A BOOK OF BUSINESS YEAR OVER YEAR. PARTICIPATES IN COMMUNITY, INDUSTRY, AND NETWORKING EVENTS TO DEVELOP LONG-TERM PROSPECT PIPELINES. REMAINS ADAPTIVE TO MARKET CHANGES, COMPETITIVE DYNAMICS, AND EVOLVING CLIENT NEEDS.
• PROCESS IMPROVEMENT & BEST PRACTICES: CONTINUOUSLY REFINE SALES APPROACH AND PROSPECTING TECHNIQUES TO IMPROVE OUTCOMES. STAYS CURRENT ON INDUSTRY TRENDS, REGULATORY CHANGES, AND NEW PRODUCT OFFERINGS. CONTRIBUTES TO PROMOTIONAL INITIATIVES, SEMINARS, AND BUSINESS DEVELOPMENT STRATEGIES.
• ACCOUNTABILITY: THE ROLE IS ACCOUNTABLE FOR DELIVERING CONSISTENT SALES RESULTS ALIGNED WITH ANNUAL PRODUCTION GOALS, MAINTAINING A HIGH LEVEL OF PIPELINE ACTIVITY, ENSURING ACCURACY AND INTEGRITY OF CRM DATA, BUILDING STRONG CLIENT RELATIONSHIPS, AND CONTRIBUTING TO OVERALL REVENUE GROWTH THROUGH NEW BUSINESS AND CROSS-SELL EFFORTS.

Required Qualifications

• 3–5+ years of related experience in insurance brokerage sales or equivalent.
• Proven success in generating new business.
• Experience with Property & Casualty, Life & Health, Personal Lines, or Retirement Planning.
• Active and appropriate insurance licensing.
• Strong analytical, communication, and relationship-building skills.

Preferred Experience

• Demonstrated success in developing long-term client portfolios and networks.
• Demonstrated success in cross-selling multiple insurance products.
• Active involvement in industry organizations or community networking groups.
• Familiarity with CRM platforms such as Microsoft Dynamics or similar tools.