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Unison Risk Advisors · 1 month ago

Sales Executive - Employee Benefits

Pittsburgh, Pennsylvania, United States

Full-time

Onsite

Mid Level

3+ years exp

Unison Risk Advisors is seeking a Sales Executive to generate sales opportunities with new clients in a defined market. The role involves collaborating with team members to cross-sell products and services, developing a personal sales plan, and maintaining a high level of sales activity to achieve production goals.

Financial ServicesInsuranceProperty Insurance

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

Capitalizes on 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; markets 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

Meets with existing clients on a regular basis to maintain close relationships and ensure required services are provided as expected; 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; participants 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

Stays up-to-date with legislative changes, industry trends and new product offerings; assists in the implementation of company promotional activities and seminars

Attends and participates in all mandatory Business Development Team meetings

Qualification

Insurance Brokerage experienceProperty & Casualty knowledgeLife & Health knowledgeSales experienceRelationship-building skillsNetworking skillsAnalytical skillsCommunication skillsProblem-solving skillsDetail-oriented