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:
  • 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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