Sales Executive - Life Insurance

About the role

Oswald Companies seeks goal-driven professionals ready to take their career to the next level. This position involves generating sales opportunities with new clients in a defined market, coordinating personal sales efforts with department team members and other internal staff, and collaborating 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
• Communicates products and services by developing the appropriate presentation and implementing closing techniques to secure the business
• 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
• Attends industry events, seminars, and informational workshops to learn about changes in the competitive market and the new products and services provided
• Leads others by example through the sharing of knowledge and skills
• Participates in proactive team efforts to achieve departmental and company goals
• Complies with all safety policies, practices, and procedures; reports all unsafe activities to supervisor and the Human Resource Department

Requirements

• A minimum of 3-5 years or more of industry knowledge is required
• Bachelor’s degree in business, Finance or Accounting or 3-5 years or more of related experience or the equivalent combination of education and experience
• Life, Health, Accident License required
• NASD Series 6 or Series 7 Licensing preferred
• Professional Designations of CLU, ChFC, LUTCF, or CFP preferred
• Prior experience in life, disability and long-term care insurance are required
• Experience working for an insurance brokerage firm or agency preferred
• Skilled in the use of Outlook, Word, Excel, PowerPoint, Access, MS Windows, Adobe, Webex

Qualifications

• Pro-active, goal driven, self-starter and confident attitude
• An outgoing, professional demeanor
• Service oriented, demonstrates a positive attitude, contributes to building morale, initiates collaborative approach
• Works well under pressure, ability to manage time-sensitive projects and meet established deadlines
• Effective networking and relationship-building skills
• Exceptional interpersonal abilities
• Excellent listening, verbal, and written communication skills
• Highly organized, detail-oriented, and results driven
• Insightful, creative, and innovative
• Strong analytical and problem-solving skills
• Contributes to a work environment that promotes respect, diversity, and dignity

Skills

• Outgoing, professional demeanor
• Service oriented, demonstrates a positive attitude, contributes to building morale, initiates collaborative approach
• Works well under pressure, ability to manage time-sensitive projects and meet established deadlines
• Effective networking and relationship-building skills
• Exceptional interpersonal abilities
• Excellent listening, verbal, and written communication skills
• Highly organized, detail-oriented, and results driven
• Insightful, creative, and innovative
• Strong analytical and problem-solving skills

Benefits

• Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings
• Paid time off annually and a sabbatical at every 10-year service anniversary
• Ownership in the company in the form of company stock (discretionary 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
• Specialized leadership development programming designed to take your career to the next level

Pay

Competitive pay with a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.

Schedule

Full-time position with flexible hours to accommodate the needs of the role and the Employee-Owner.