Identify and cultivate new business opportunities through networking, partnerships, and proactive initiatives. Employ strategic prospecting techniques to engage key decision-makers within potential client organizations. Manage the entire sales cycle, including post-sale and implementation phases. Negotiate and finalize pricing and service scope with prospective clients. Prepare and complete essential sales documentation and finalize client service agreements. Maintain accurate records of the sales pipeline and forecasts. Meet monthly, quarterly, and annual sales targets established by management
Essential Duties and Responsibilities:
• Generate new business in designated territory
• Analysis, planning and implementation of products and services targeting client needs
• Be a student of the industry knowledgeable of new products and services as well as Broker practices and trends • Meets or exceeds monthly and quarterly sales quota
• Oversee renewal proposals and processes for current clients
• Prepare executive summaries for client presentations
• Schedules ongoing meetings with clients to address questions and concerns during implementation
• Data collection to provide guidance and direction on product and services, marketing and sales, and other areas related to general business.
• Develop lead generation and utilize CRM (Salesforce) to track activity
• Prepare executive summaries for client presentations
• Take ownership for the accuracy, timeliness and efficiency of all services for assigned clients
• Attend monthly consulting meetings and offer training and coaching for staff Knowledge, Skills, and Abilities • Self-starter with a strong work ethic
• Ability to aggressively prospect for new business
• Self-aware and open to feedback & coaching
• Strong business acumen and understanding of financial concepts
• Must be a self-starter, highly motivated and focused on new business achievement.
• Knowledgeable in both self-funded and fully insured products and financial arrangements
• Excellent verbal, written and presentation skills; capable of communicating as a knowledgeable professional to carriers, members and employers
• Excellent problem-solving skills • Attention to detail
• Ability to represent and display professional style, pride and adhere to corporate policies and procedures
• Maintain confidentiality and privacy
• Understand the needs and requirements of customers and potential customers
• Perform with sound business ethics and a high standard of performance while pursuing established goals
• Ability to define problems, collect and interpret data, establish facts, and draw valid conclusions to perform key responsibilities
Education & Experience
• High School Diploma
• 2-3 years’ experience in sales
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