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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