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