Sales Agent

The Sales Executive will develop new business within an assigned territory and proactively build a network. They will ensure that the interests of the company and the client are best served through effective relationships with policyholders as well as Underwriting, Claims and other home office staff. They will provide assistance to Risk Underwriting in gathering relevant information on debtors and/or policyholders.

Key Responsibilities and Job Duties:

• Develop sufficient number of prospects through direct cold calling efforts, third party referrals (banks, insurance brokers, etc.), trade associations and other sources.
• Utilize consultative sales techniques to manage entire sales cycle including; understanding prospect’s business needs, obtaining and submitting a complete application, identifying prospect’s key accounts and converting the application to a policy.
• Work with internal stakeholders in Commercial, Risk and Customer Experience to provide the best product offerings to prospective and existing client base.
• Proactively build and expand a network, going beyond relying solely on banks or brokers, with strong focus on growing connections through client referrals and personal relationships.
• Maintain extensive knowledge on product features, competitive landscape and market trends.
• Negotiate and close complex deals

Key Qualifications and Skills:

• Bachelor’s Degree in business management, finance or related discipline strongly preferred.
• 2-4 years of business-to-business sales experience.
• Proven track record of success in similar previous roles.
• Ability to overcome objections, convince, motivate and influence internal stakeholders.
• Strong negotiation skills.
• Tenacity and ability to work in high performance sales environments.
• Excellent interpersonal communication skills.
• Understanding of business financials and credit basics.
• Ability to secure (and maintain) Property & Casualty Insurance within the first 60 days of employment.
• Looking for candidates that possess a basic awareness of Artificial Intelligence technologies and are enthusiastic about learning and intergrating AI into everday business processes such as: (Generative) Artificia Intelligence or GenAI or AI, Data Analysis, Microsoft Copilot and ChatGPT

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