An entry to mid-level internal sales position responsible
for generating new business opportunities within the target client base for
This is a consultative role which acts as an educational resource to prospective
clients while also servicing and maintaining relationship with existing clients.
Position will lead to a Sales Consultant role with outside sales
responsibilities in addition to internal duties.
Learn on the job how to effectively communicate the message
of this client and the purpose, values, and culture of the brand.
Consults with Sales Director as well as other team members
how to effectively capture the target audience and ensure that the consistency
of messaging accurately reflects the client’s brand across all functions.
Duties include making outbound calls as directed and
receiving inbound calls.
This includes recording call results within the CRM.
Creates target prospecting lists.
Updates and maintains client database.
Present complex information in a clear, concise manner.
Meets with prospective and existing clients and develops a long-term
Keeps up to date on prospects' current issues, researches
new information on prospects.
Providing a high level of customer-focused service.
Develops effective network within the business community,
target community, and insurance industry.
Supports sales efforts by adhering to department operations
and providing timely and accurate prospects data in order to track and monitor
activities for management reporting & sales forecasts.
2 to 6 years related insurance experience preferred
Active casualty producers license preferred
Professional certification preferred (RPLU, CIC, CPCU, or