The Personal Insurance Sales Executive is Responsible for:

• Develop and cultivate new business referral relationships with financial planners, accountants, real estate agents, mortgage brokers, etc.
• Participate in associations and lead groups to generate new business leads
  Make direct sales calls to prospective personal insurance clients
• Follow up on referral opportunities
• Partner with Commercial Insurance, Life Insurance and Group Benefits sales staff to take advantage of cross sell opportunities
• Partner with Sales Associte to obtain quotes and put together proposals, close sales and bind coverage on new business opportunities
• Ensure smooth transition of new accounts to the service Team

Qualifications:

• Two-Year or Four-year college degree and 2-3 years of insurance sales experience
• Strong sales aptitude
• Disciplined, well organized, and self motivated person
• Willingness to make prospecting calls and network to develop new business
• Strong computer skills including, MS Word, Excel and Access
• Skill in reading documents written in standard English text including contracts, proposals, and procedure manuals
• Skill in writing grammatically correct business correspondence such as letters, e-mails, memoranda
• Skill in setting priorities which accurately reflect the relative importance of job responsibilities
• Ability to establish and maintain cooperative working relationships with managers and support staff members
• Ability to establish and maintain helpful and cooperative working relationships with all clients and carriers
• Willing to learn