Senior Associate, Sales Representative
$135,000–$135,000 year
HybridDallas, Texas, United States
Job Summary
Drive new business pipeline from geographically assigned brokers and consultants by sourcing RFPs, delivering proposals, and presenting product solutions for Life, Accident, Disability, and Absence Management. Meet or exceed annual business plans based on new business premium and case count while maintaining prescribed monthly broker call and quote activity. Foster deep relationships with brokers and consultants to ensure profitable retention of Inforce clients through proactive upselling and cross-selling strategies. Partner with internal underwriting and service partners to develop growth strategies and navigate matrix organizations to drive high quote activity. Hybrid schedule of three days per week with up to 30% travel required.
Required Qualifications
- 2-3+ years' experience with a group benefits carrier
- Life and Health Insurance licenses are preferred; or ability to obtain these licenses within 90 days of hire
- High energy and self-motivation with a 'sense of urgency' and a 'take charge' attitude to develop quality business relationships with geographically assigned brokers and consultants to drive high quote activity and new business opportunities
- Ability to partner internally with service partners and externally with brokers looking for growth opportunities and driving quote activity from inforce book
- Ability to quarterback routine/moderately complex issues and willing to be assertive when necessary
- Ability to navigate and develop relationships within a matrix organization (underwriting, service, implementation partners)
- Demonstrates active listening and exceptional written and verbal communication skills
- Excellent presentation skills
- Proactively identify and present New Business and Inforce Client sales/growth opportunities; work with matrix partners to guide successful implementation
- Ability to work independently and as a team player to achieve goals and objectives
- Well organized and able to handle multiple tasks at once while prioritizing as needed
- Be a local market resource that has in-depth knowledge of insurance coverages, products and staying abreast on industry updates/changes
- Be accountable to deliver an exceptional client and broker sales experience
- Up to 30% travel required
- Acceptable driving record
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