Sales Associate - Employee Benefits jobs in United States
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Unison Risk Advisors · 2 months ago

Sales Associate - Employee Benefits

positionCincinnati, Ohio, United States
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Unison Risk Advisors is seeking a Sales Associate specializing in Employee Benefits. The role involves generating sales opportunities with new clients, collaborating with team members to cross-sell products, and developing a personal sales plan to meet annual production goals.

Financial ServicesInsuranceProperty Insurance

Responsibilities

Establish 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
Capitalize on opportunities to cross-sell multiple lines of coverage to existing clients; collaborate with department peers and service staff managing the company's various practices to maximize the sale of services provided
Maintain a high level of sales activity through self-driven initiatives to achieve production goals, markets products and services to the appropriate contact
Develop and execute a proactive strategy to source leads, identify and target decision-makers, and make cold calls to obtain opportunities for an appointment and service presentation
Perform a detailed analysis of a prospective client's needs by reviewing their existing insurance / risk management program; makes recommendations for appropriate and competitive coverages
Customize 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

Qualification

Sales experienceAnalytical skillsNetworking skillsInterpersonal skillsProblem-solving skillsCommunication skillsOrganizational skillsCreative thinking

Required

Strong analytical and problem-solving skills
Effective networking and relationship-building skills
Exceptional interpersonal abilities
A pro-active, goal-driven, and confident attitude
A service-oriented, collaborative approach
An outgoing, professional demeanor
Excellent listening, verbal and written communication skills
Highly organized, detail-oriented and results-based
Insightful, creative and innovative

Preferred

Successful selling experience in a business-to-business product or service

Company

Unison Risk Advisors

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Unison Risk Advisors is committed to an independent brokerage service model guided
dateFounded in 2022
location
Cleveland, Ohio, USA
people-size501-1000 employees
web-link
https://unisonriskadvisors.com/

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Peloton Capital Management
2022-03-16Private Equity

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