Oswald Companies · 10 hours ago
Sales Associate
Cincinnati, OH
Full-time
Hybrid
Entry Level
1+ years expOswald Companies is a 129-year-old independent, employee-owned company that focuses on creating protection around the lives and businesses of clients. The Sales Associate role is responsible for generating sales opportunities with new clients and collaborating with team members to cross-sell products and services, ensuring personal accountability for achieving annual production goals.
Financial ServicesInsurance
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
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
Qualification
Required
Bachelor degree in Business, Finance, or Risk Management from a four-year college or university and one to three years or more related experience or the equivalent combination of education and experience
Successful selling experience in a Business-2-Business product or service is required
Basic personal computer skills including electronic mail, scheduling, word processing, spreadsheet, presentation
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations
Ability to write reports, business correspondence, and procedure manuals
Ability to present information effectively and to respond to questions from groups of employees, managers, customers and the public
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio and percent and to draw and interpret graphs
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
Ability to deal with problems involving several concrete variables in standardized situations
At least 1 to 3 or more years of industry knowledge is preferred but not required
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
Access to specialized leadership development programming designed to take your career to the next level.
Company
Oswald Companies
Oswald Companies is an independent insurance brokerage firm.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2020-12-08Acquired
Leadership Team
Robert Klonk
Chairman and Chief Executive Officer
Recent News
Seattle TechFlash
2025-09-22
2025-05-01
Company data provided by crunchbase