Senior Sales Executive

Senior Sales Executive - Group Benefits and Property & Casualty

Cincinnati, OH (hybrid) Also open to other locations for hybrid / remote / onsite work including : Cleveland, Columbus, Detroit, and Pittsburgh

Senior Sales Executive is responsible for generating sales opportunities with new clients in a defined market. This role involves coordinating personal sales efforts with team members and internal staff, as well as collaborating with the team to cross-sell products and services.

The position requires the development and implementation of a personal sales plan with direct accountability for annual production goals.

Senior Sales Executive Responsibilities :

• Develop and implement a sales development plan to originate business with new clients.
• Build and maintain a growing book of business each year.
• Will identify and secure new clients; may maintain an existing book of business; expands book of business
• Identify opportunities to cross-sell multiple lines of coverage to existing clients.
• Maintain a high level of sales activity through self-driven initiatives to achieve production goals.
• Source leads, identify decision-makers, and make cold calls to secure appointments and service presentations.
• Perform detailed analysis of prospective clients' needs and recommend appropriate and competitive coverages.
• Develop and implement presentation and closing techniques to secure new business.
• Maintain close relationships with existing clients to ensure services are provided as expected and act as a consultant to resolve complex risk problems.
• Keep accurate and timely electronic records of all prospecting activities using Microsoft CRM software.
• Build a personal network of contacts for long-term prospect sourcing through professional referrals and community involvement.
• Attend industry events, seminars, and workshops to stay informed about market changes and new products / services.
• Review and provide analysis on financial statements to determine risk profile and Creditworthiness
• Mentor junior-level sales team members and offer guidance.

Senior Sales Executive Requirements :

• Bachelor degree in Business Administration (MBA Preferred) from a four-year college or university and five to ten years or more of related experience (will consider the equivalent combination of education and experience.)
• Prior Experience Specifically :
• P&C brokerage and consulting experience required
• Prior supervisory experience preferred
• Experience in the preparation, analysis and interpretation of risk data for presentation of servicing solutions required
• Proven experience in sales, account management, or underwriting within Property & Casualty, Life & Health, Personal Lines, or Retirement Planning
• Demonstrated sales achievement with an established book of business.
• Proven experience in client retention and contributing to the annual growth of the established book of business.
• Pro-active, goal-driven, and confident.
• Service-oriented and collaborative.
• Effective in networking and relationship-building.
• Possess exceptional interpersonal abilities.
• Professional and outgoing demeanor.
• Excellent listening, verbal, and written communication skills.
• Highly organized, detail-oriented, and results-focused.
• Strong analytical and problem-solving skills.
30+ days ago