ESSENTIAL DUTIES
Sales
Networks within appropriate industry groups that have been identified as prospecting targets Calendar all networking/marketing events
Establish 2 meetings a month with networking partners
Minimum Outreach Expectations Post unique content 2x week on LinkedIn and other social media sites
Make 20 outbound calls a week to prospective clients
Send 20 outbound emails a week to prospective clients
Make 2 videos, drops, or handwritten letters per week
Updates CRM database consistently and frequently with prospecting activity.
Builds and maintains a prospect pipeline that meets objectives laid out by supervisor
Establishes meaningful relationships with the intention of earning their business
Is a Constant Learner Continually develops sales knowledge and techniques by listening to Conner’s Sales Coach
listening to recommend sales related podcasts and books
increase knowledge on AI usage and how it can help the sales process
Prospect Management
Generates new leads, identifies and contacts decision-makers, screens potential business opportunities, leads and facilitates sales meetings.
Implements the established outbound sales and business development strategy, sales processes, structure and best practices across company
Communicate our value proposition through proposals, presentations, and new business materials to create and nurture business opportunities and partnerships.
Identify trends and customer needs, building a short/medium/long-term sales pipeline in accordance with targets
Assists in the coordination and implementation of marketing strategies and initiatives
Responsible for inviting, communicating, and maximizing attendance at networking, educational events.
Maintains and shares professional knowledge through education, networking, events and presentations.
Timely and accurately updates Salesforce with prospect information and communication
Updates weekly internal Master Sales Sheet
Customer Relationship Management
Acts as liaison between Client, the internal Team, and Insurance Companies/Partners to develop and maintain effective working relationships in order to independently resolve service problems.
Communicates effectively across various levels of an organization.
Maintains relationship with Clients.
Responds to Client needs in a timely, professional, helpful and courteous manner, regardless of Client attitude.
Strives to meet service standards in all circumstances.
Follows up with Clients to ensure that their needs have been met.
Identifies opportunities to create partnerships.
Insurance Industry Knowledge
Proficient in Commercial Insurance marketplace (Property, Liability, Auto, Workers’ Compensation) and Employee Benefits self-funded and fully insured marketplace; carriers, and the benefits/services they offer. Knowledge of medical, dental, vision, life and disability offerings.
Objectively critiques the competition (strengths, weaknesses) and seeks opportunities for business development.
Continually develops industry knowledge by attending trade shows, seminars, conferences, etc.
Identifies current industry trends and explains industry trends to Clients.
Develops knowledge of related industries and their impact on own industry.
Team Leadership
Works with Advisors, Account Executives and Account Managers efficiently, respectfully and effectively – establishes priorities and timelines.
Works with Marketing team to deliver materials, promote events, and communicate value proposition.
Advocates and helps facilitate communication between internal team.
Addresses gaps in team expertise.
Shows up on time and well groomed.
Delegates authority to match responsibility, holding staff accountable for agreed upon commitments.
Delegates responsibility rather than taking charge or micro‑managing when staff have the capability. Supports staff taking independent action.
ADDITIONAL DUTIES
Attend meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers.
Perform other duties as assigned.
EDUCATION, CERTIFICATES, LICENSES, REGISTRATIONS and/or EXPERIENCE
Prefer bachelor’s degree or at least an Associate’s degree or equivalent from two‑year College or technical school.
High school diploma or equivalent is required
Prefer a minimum of five years related sales experience and/or training.
SKILLS
Proficient with CRM software (i.e., Salesforce)
Exceptional in Microsoft Word and Excel.
Proficient in Microsoft PowerPoint, Publisher, Outlook
Successful experience in B2B sales and negotiation
Ability to perform duties in a high‑pressured, fast‑paced environment
Must be highly organized and detailed with the ability to prioritize and remain flexible
Professional telephone skills and etiquette
Self‑motivated and able to work both independently with limited supervision and within a team
Excellent oral and written communication skills
Openness to constructive criticism
Ability to handle rejection well & professionally
Ability to effectively present information to Prospects
Ability to be personal with the potential buyer and clients
Ability to respond to common inquiries or complaints from Prospects or carriers
Ability to prepare proposals for presentation and review
Ability to apply basic mathematical concepts such as percentages, addition, subtraction, multiplication and division
Ability to think independently and critically
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to read, analyze, and interpret industry policies and contract documents.
STARTING COMPENSATION Differs with experience.
The above statements are intended to be a representative summary of the responsibilities performed by incumbents of this job. The incumbents may be requested to perform job‑related tasks other than those stated in this description.
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Networks within appropriate industry groups that have been identified as prospecting targets Calendar all networking/marketing events
Establish 2 meetings a month with networking partners
Minimum Outreach Expectations Post unique content 2x week on LinkedIn and other social media sites
Make 20 outbound calls a week to prospective clients
Send 20 outbound emails a week to prospective clients
Make 2 videos, drops, or handwritten letters per week
Updates CRM database consistently and frequently with prospecting activity.
Builds and maintains a prospect pipeline that meets objectives laid out by supervisor
Establishes meaningful relationships with the intention of earning their business
Is a Constant Learner Continually develops sales knowledge and techniques by listening to Conner’s Sales Coach
listening to recommend sales related podcasts and books
increase knowledge on AI usage and how it can help the sales process
Prospect Management
Generates new leads, identifies and contacts decision-makers, screens potential business opportunities, leads and facilitates sales meetings.
Implements the established outbound sales and business development strategy, sales processes, structure and best practices across company
Communicate our value proposition through proposals, presentations, and new business materials to create and nurture business opportunities and partnerships.
Identify trends and customer needs, building a short/medium/long-term sales pipeline in accordance with targets
Assists in the coordination and implementation of marketing strategies and initiatives
Responsible for inviting, communicating, and maximizing attendance at networking, educational events.
Maintains and shares professional knowledge through education, networking, events and presentations.
Timely and accurately updates Salesforce with prospect information and communication
Updates weekly internal Master Sales Sheet
Customer Relationship Management
Acts as liaison between Client, the internal Team, and Insurance Companies/Partners to develop and maintain effective working relationships in order to independently resolve service problems.
Communicates effectively across various levels of an organization.
Maintains relationship with Clients.
Responds to Client needs in a timely, professional, helpful and courteous manner, regardless of Client attitude.
Strives to meet service standards in all circumstances.
Follows up with Clients to ensure that their needs have been met.
Identifies opportunities to create partnerships.
Insurance Industry Knowledge
Proficient in Commercial Insurance marketplace (Property, Liability, Auto, Workers’ Compensation) and Employee Benefits self-funded and fully insured marketplace; carriers, and the benefits/services they offer. Knowledge of medical, dental, vision, life and disability offerings.
Objectively critiques the competition (strengths, weaknesses) and seeks opportunities for business development.
Continually develops industry knowledge by attending trade shows, seminars, conferences, etc.
Identifies current industry trends and explains industry trends to Clients.
Develops knowledge of related industries and their impact on own industry.
Team Leadership
Works with Advisors, Account Executives and Account Managers efficiently, respectfully and effectively – establishes priorities and timelines.
Works with Marketing team to deliver materials, promote events, and communicate value proposition.
Advocates and helps facilitate communication between internal team.
Addresses gaps in team expertise.
Shows up on time and well groomed.
Delegates authority to match responsibility, holding staff accountable for agreed upon commitments.
Delegates responsibility rather than taking charge or micro‑managing when staff have the capability. Supports staff taking independent action.
ADDITIONAL DUTIES
Attend meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers.
Perform other duties as assigned.
EDUCATION, CERTIFICATES, LICENSES, REGISTRATIONS and/or EXPERIENCE
Prefer bachelor’s degree or at least an Associate’s degree or equivalent from two‑year College or technical school.
High school diploma or equivalent is required
Prefer a minimum of five years related sales experience and/or training.
SKILLS
Proficient with CRM software (i.e., Salesforce)
Exceptional in Microsoft Word and Excel.
Proficient in Microsoft PowerPoint, Publisher, Outlook
Successful experience in B2B sales and negotiation
Ability to perform duties in a high‑pressured, fast‑paced environment
Must be highly organized and detailed with the ability to prioritize and remain flexible
Professional telephone skills and etiquette
Self‑motivated and able to work both independently with limited supervision and within a team
Excellent oral and written communication skills
Openness to constructive criticism
Ability to handle rejection well & professionally
Ability to effectively present information to Prospects
Ability to be personal with the potential buyer and clients
Ability to respond to common inquiries or complaints from Prospects or carriers
Ability to prepare proposals for presentation and review
Ability to apply basic mathematical concepts such as percentages, addition, subtraction, multiplication and division
Ability to think independently and critically
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to read, analyze, and interpret industry policies and contract documents.
STARTING COMPENSATION Differs with experience.
The above statements are intended to be a representative summary of the responsibilities performed by incumbents of this job. The incumbents may be requested to perform job‑related tasks other than those stated in this description.
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