Sales Executive - Commercial Lines jobs in United States
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World Insurance Associates LLC ยท 10 hours ago

Sales Executive - Commercial Lines

World Insurance Associates is a rapidly growing financial services organization that specializes in personal and commercial insurance among other services. The Sales Executive will focus on identifying, prospecting, cultivating, and closing new commercial clients while leveraging a broad range of risk management solutions.

AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance

Responsibilities

Identify, prospect, and cultivate new business, with a focus on commercial accounts
Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing
Track all sales activities in HubSpot and leverage HubSpot to its fullest potential
Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services

Qualification

Insurance solutions experienceInsurance licensesSales CRM experienceInsurance agency management softwareClient presentations

Required

Must have proven experience with a range of insurance solutions to bring value to clients
Must be willing to become each client's trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services)
Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business

Preferred

Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company's training program
Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot)
Built and presented client 'pitch decks' / presentations

Benefits

401(k) match that is immediately fully vested.

Company

World Insurance Associates LLC

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World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Goldman Sachs Asset Management
2023-08-21Private Equity
2023-08-21Debt Financing
2020-03-02Acquired

Leadership Team

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Chris Badger
Principal, Gulf States Division Leader
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John Cicchelli
Head of Employee Benefits: North America
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Company data provided by crunchbase