Senior Sales Executive - Group Benefits
Cincinnati, Ohio
Senior Sales Executive – Group Benefits
Cincinnati, OH (hybrid) – Also open to other locations including: Cleveland, Columbus, Detroit, and Pittsburgh
Competitive Pay and Benefits
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:
Senior Sales Executive Requirements:
Cincinnati, OH (hybrid) – Also open to other locations including: Cleveland, Columbus, Detroit, and Pittsburgh
Competitive Pay and Benefits
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 Required
- 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.
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