Sales Executive

New Yesterday

FIND YOUR EDGE AS A SALES EXECUTIVE!
As part of an employee-owned organization, our team is committed to providing exceptional service, incorporating best practices, and offering access to tools and resources that keep colleagues educated, informed, and on a path toward growth and success.
Our culture is rooted in strong Core Values that shape how we do business and work together:
Create a Great Experience Do the Right Thing Play for Each Other Pursue Growth Own Your Future
Position Overview As a direct member of a sales and advisory team, the Sales Executive (SE) is responsible for leading new and existing account relationships. The Sales Executive will develop new business opportunities, manage overall client relationships with the support of a service team, and drive strategy on complex accounts.
Roles and Responsibilities:
Develop new client relationships through referrals, networking, industry associations, and professional connections Actively prospect new business opportunities using sales tools, events, and personal/professional networks Identify cross-selling and account expansion opportunities Follow up on leads promptly and manage all activity in the CRM system Achieve annual sales goals and maintain an active pipeline of 3x the goal Deliver efficient, professional service to clients in partnership with service teams Analyze risk, coverage, and program structures while recommending solutions Educate clients on insurance solutions and offer innovative strategies Work closely with carriers and service teams to review proposals and ensure timely deliverables Stay current with industry changes, carrier products, and applicable legislation Assist with special projects and act as a backup when needed
Qualifications & Experience:
5+ years of sales/consulting experience in a professional services industry Prior insurance sales or client executive experience in an agency, broker, or insurance company setting Proven ability to build and grow a book of business with strong client retention Strong consulting, presentation, and relationship-building skills Bachelor’s degree preferred Insurance experience required CEBS designation preferred Life & Health license preferred (or ability to attain within 60 days) Proficiency with Microsoft Office (Outlook, Word, Excel)
Ideal Candidate Traits:
Self-starter with initiative and drive to succeed Skilled in data gathering, problem-solving, and innovative thinking Excellent written and verbal communication skills Works independently and thrives within a collaborative advisory team Committed to professional growth and continuous learning
Additional Details:
100% Employee-Owned structure Recognized as a Top U.S. Broker and Best Place to Work Multiple office locations across IN, MI, and AZ Competitive benefits package
Apply
Location:
Chicago
Job Type:
FullTime

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