Retirement Plan Sales Consultant responsible for driving new business growth by selling group retirement plan solutions. Engage clients to assess their needs and present tailored retirement solutions.
About the role
- Account Executive at Acrisure managing commercial clients by delivering insurance solutions and exceptional service. Collaborating with Client Advisors to execute sales processes and meet client goals.
Responsibilities
- Manage and grow a portfolio of commercial clients
- Deliver exceptional service and innovative insurance solutions to clients
- Collaborate closely with Client Advisors to acquire and retain clients
- Execute the Total Client Sales Process
- Perform more complex responsibilities and act as primary point of contact for clients
- Develop action plans to reach client goals and suggest potential upgrades
- Identify client needs and present comprehensive insurance and fintech solutions
Requirements
- Bachelor's degree and/or 5+ years commercial insurance experience or recognized equivalent
- Hold and maintain appropriate state Property and Casualty Insurance License(s) or obtain within 90 days of hire date
- Initiate, obtain, and maintain (CIC, CPCU or other advanced designations)
- Able to function independently and as part of a team
- Demonstrated ability to lead projects and teams effectively
- Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence
- High level of understanding accounting or strong math skills
- High degree of critical thinking; ability to problem solve when the answer is not readily apparent
- Demonstrated attention to detail, producing outcomes with minimal errors
- Ability to adapt well to change in direction and priority in a fast-paced environment
- Ability to demonstrate advanced level proficiency with a variety of technology including MS Office
- Knowledge of Agency Management Systems; Applied Epic a plus
- Complies with continuing education requirements for agent licensing as well as professional designations
- Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Account Executive at Mosai focused on new logo acquisition and leading complex sales cycles in healthcare technology. Manage relationships and drive strategic sales efforts working towards improved outcomes in care coordination.
Account Executive handling SMB new - logo sales for Mosai, healthcare solutions provider. Focused on prospecting, qualifying, and closing sales efficiently in a hybrid environment.
Senior Account Executive managing PR campaigns for luxury, travel, and beauty brands. Collaborating with teams to develop campaigns and engage with media and influencers.
Advertising Sales Executive at LOCALiQ, part of Newsquest Media Group, enhancing clients' online presence. Drive B2B sales through consultative approaches and tailored media solutions.
Sales Representative driving Clover sales for SMBs in various markets. Traveling to merchants while fostering strong client relationships through strategic consulting and ethical standards.
Sales Representative introducing Clover to SMB merchants in Long Island. Seeking to generate leads and manage relationships to drive business growth.
Senior HCP Sales Representative enhancing market share for medical products with healthcare providers. Engaging with orthopedists and medical facilities in Niedersachsen.
Dutch - speaking Account Executive at Eco Plus Solutions AB managing a high - priority corporate client engagement project. Leading sales strategies and optimizing investment through professional consultation.
Enterprise Sales Executive managing the full sales cycle for AxisCare's healthcare technology solutions. Building relationships and strategizing to achieve sales goals in a dynamic environment.