Consultant providing advice to clients via phone and email in Vertrieb and legal services. Building long - term customer relationships while collaborating with legal and administrative teams.
About the role
- Small Business Sales Specialist tasked with acquiring new clients and focusing on group benefits. Responsible for sales goals and relationship management with brokers and clients.
Responsibilities
- Acquire new clients with 10-50 employees through the sale of our comprehensive group benefits portfolio
- Focus on building relationships and providing timely quotes
- Collaborate with internal partners to secure profitable business opportunities
- Achieve individual sales goals exceeding $3,000,000 annually
- Sell and market our broad portfolio of products including Group Life Insurance, Long Term Disability, Short Term Disability, Dental & Vision, and Supplemental Health Products
- Develop and maintain relationships with insurance brokers, general agents, and consultants
- Create and execute a strategic business plan for your designated territory
- Prospect new clients and develop a book of business through remote/virtual engagement
- Meet product targets and individual sales goals
- Maintain accurate records and track progress in Salesforce
Requirements
- 1-2 years of insurance or related sales experience, preferably in group insurance
- Working knowledge of benefits technology
- Life, Accident, and Health insurance license preferred
- Strong marketplace awareness and ability to build/maintain local networks
- Excellent skills in: Consultative/Value Selling, Negotiation, Analytical/Problem Solving, Time Management, Relationship Management
Benefits
- Health insurance
- 401(k) employer match
- Paid family, parental and adoption leave
- Generous vacation and sick time
- Company paid life and AD&D insurance
- Disability programs
- Partially paid sabbatical program
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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