Oswald Companies · 3 days ago
Sales Executive - Employee Benefits
Pittsburgh, PA
Full-time
Onsite
Mid Level
3+ years expOswald Companies is seeking a Sales Executive specializing in Employee Benefits. The role is responsible for generating sales opportunities with new clients, coordinating efforts with internal staff, and developing a personal sales plan to meet 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
Qualification
Required
3-5 years or more of related experience or the equivalent combination of education and experience
Successful sales experience in the Insurance Brokerage field is required
Property & Casualty, Life & Health, Personal Lines, or Retirement Planning experience is required
Related license required
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
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