Sales Associate - Group Benefits
Sales Associate, Group Benefits - Job Description
Position Summary
Responsible for generating sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff. Collaborates with the team to cross-sell products and services and develops and implements a personal sales plan with direct accountability for annual production goals.
Key Responsibilities
Functional Leadership & Ownership
·Owns personal sales pipeline, strategy, and production goals within assigned market. Acts as primary driver for new business development and client acquisition.
Hands-On Execution & Delivery
·Establishes a sales development plan to originate business with new clients and grow book of business annually.
·Maintains high level of sales activity through prospecting, networking, and outreach initiatives.
·Develops and executes strategies to source leads, identify decision-makers, and secure meetings and presentations.
·Analyzes prospective client needs and evaluates current insurance/risk management programs.
·Designs and presents customized insurance solutions and recommendations.
Reporting, Quality & Operational Support
·Maintains accurate records of sales activities, pipeline, and production metrics aligned to goals.
Cross-Functional Partnership & Integration
·Collaborates with internal teams to cross-sell products and maximize service offerings.
·Partners with service teams and practice groups to deliver comprehensive client solutions.
Growth, Change & Special Initiatives
·Contributes to business growth through new client acquisition and expansion of existing relationships.
Process Improvement & Best Practices
·Continuously improves sales approach, prospecting strategies, and client engagement techniques.
Center of Excellence (COE) Contribution
·Shares market insights, sales practices, and feedback to enhance organizational sales effectiveness.
Accountability
·Meeting or exceeding annual sales and production goals.
·Building and maintaining a growing, profitable book of business.
·Delivering client-focused, competitive risk management solutions.
·Maintaining strong internal and external relationships.
Qualifications
Required
·Experience in business-to-business sales preferred.
·Strong analytical and problem-solving skills.
·Effective networking and relationship-building skills.
·Exceptional interpersonal abilities.
Preferred
·Prior insurance or risk management sales experience.
·Proven track record of achieving or exceeding sales goals.
Key Competencies
·Ownership & Accountability
·Relationship Building & Influence
·Communication Skills
·Results Orientation
·Initiative & Proactiveness
·Adaptability & Creativity
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