Producer/Sales Executive
Core
Sales Producer for Private Client Services, setting up meetings, executing sales plans, and building a pipeline of client prospects.
Role type
Senior IC sales executive
Builds
New client pipeline and sales opportunities for insurance solutions
Domain
Insurance / Private Client Services
Deliverable
product features
Required skills
B2B sales, consultative approach, relationship building, client-focused critical thinking, time management, self-starter, resourcefulness, travel
Preferred skills
Insurance industry sales, Salesforce, Applied Epic, Property & Casualty License, Insurance designations
Technologies
Salesforce, Applied Epic
Responsibilities
Set up and conduct face-to-face sales meetings with prospects, Organize and execute multi-faceted sales plans, Participate in professional organizations to build a client pipeline, Work with service teams to process paperwork, Collaborate with other business Producers to generate new clients, Stay current on insurance industry matters and attend educational courses
Seniority
Senior, hands-on IC