Sales Associate - Group Benefits
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Recruiter
Senior Recruiter
Cincinnati, OH (hybrid)
Competitive Pay and Benefits
Sales Associate is responsible for generating sales opportunities with new clients in a defined market.
Sales Associate Responsibilities:
- Coordinate sales efforts with department team members and collaborate to cross-sell products and services.
- Developing and implementing a personal sales plan with direct accountability for annual production goals.
- Establish and execute a sales development plan to acquire new clients.
- Collaborate with team members to cross-sell various lines of coverage.
- Maintain a high level of sales activity to achieve production goals.
- Source leads, identify decision-makers, and conduct cold calls.
- Analyze prospective client needs and recommend suitable coverages.
- Customize insurance programs and present features to promote sales.
- Maintain client relationships and provide advisory services.
- Manage prospecting activities and maintain electronic records.
- Develop a network of professional contacts through referrals & events.
- Stay updated on industry trends and participate in training and seminars.
Sales Associate Requirements:
- Bachelor’s degree in Business, Finance, Risk Management, Sales, or related discipline required (Higher Education Preferred)
- 1-3+ years of experience in a sales role with a preference for B2B selling
- Strong understanding of insurance products and services.
- Proficiency in Microsoft CRM software for maintaining records.
- Excellent communication, networking, and relationship-building skills.
- Proven ability to work independently and achieve sales targets.
- Pro-active, goal-driven, and confident.
- Service-oriented and collaborative.
- Effective networker with exceptional interpersonal abilities.
- Outgoing, professional, and attentive to detail
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