Sales Associate, Employee Benefits – Job Description

Position Summary

Responsible for generating new business opportunities within a defined market while building and growing a personal book of business. This role is accountable for developing and executing a strategic sales plan, achieving annual production goals, and collaborating across internal teams to deliver comprehensive insurance and risk management solutions. The role is both strategic and hands-on, requiring direct sales execution, relationship management, and cross-functional coordination to support organizational growth.

Key Responsibilities

Functional Leadership & Ownership

·       Own the development and execution of a personal sales plan aligned to annual production goals.

·       Build, manage, and grow a book of business within the defined market.

·       Act as a subject matter expert in insurance products and risk management solutions.

·       Collaborate with internal stakeholders to align sales strategies with organizational objectives.

Hands-On Execution & Delivery

·       Drive new business development through prospecting, networking, and cold outreach.

·       Identify decision-makers and secure opportunities for meetings and presentations.

·       Conduct detailed needs analysis of prospective clients’ insurance and risk management programs.

·       Customize and present insurance solutions tailored to client needs.

Reporting, Quality & Operational Support

·       Maintain high levels of sales activity to meet or exceed production targets.

·       Ensure accuracy and completeness of client proposals and sales documentation.

·       Monitor pipeline activity and proactively address gaps or risks.

·       Deliver consistent and high-quality client experiences.

Cross-Functional Partnership & Integration

·       Partner with service teams and practice leaders to maximize cross-selling opportunities.

·       Collaborate with internal departments to deliver integrated client solutions.

·       Ensure seamless handoffs between sales and service teams.

·       Support alignment across business units to enhance overall client outcomes.

Growth, Change & Special Initiatives

·       Contribute to growth initiatives by expanding market presence and client base.

·       Participate in strategic initiatives to improve sales effectiveness and efficiency.

·       Adapt to evolving market conditions and organizational priorities.

·       Support implementation of new tools, processes, or sales strategies.

Process Improvement & Best Practices

·       Identify opportunities to improve sales processes and increase efficiency.

·       Leverage industry insights and best practices to enhance sales performance.

·       Continuously refine prospecting and relationship-building strategies.

·       Promote adoption of effective sales tools and methodologies.

Accountability

·       Achieving or exceeding annual sales and production goals.

·       Building a sustainable and growing book of business.

·       Delivering high-quality, tailored client solutions.

·       Maintaining strong internal and client relationships.

·       Demonstrating ownership, judgment, and prioritization in all sales activities.

Qualifications

Required

·       Proven success in business-to-business sales or similar client-facing role.

·       Strong analytical and problem-solving skills.

·       Excellent communication and interpersonal abilities.

·       Ability to build and maintain professional relationships.

·       Highly organized and results-driven.

Preferred

·       Experience in insurance, risk management, or related industry.

·       Demonstrated success in developing and growing a client portfolio.

·       Experience collaborating across multiple business functions.

·       Familiarity with sales tools and CRM systems.

Key Competencies

·       Relationship Building & Networking

·       Sales Strategy & Execution

·       Communication & Influence

·       Ownership & Accountability

·       Results Orientation

·       Business Acumen

·       Adaptability & Initiative