Personal Lines Account Executive managing policies and ensuring quality service for clients at Patriot Growth Insurance Services. Focusing on risk evaluation and account management in the insurance sector.
About the role
- Sales Executive driving revenue acquisition and ensuring client success through data and research solutions. Joining a dynamic, entrepreneurial team at S&P Global Market Intelligence with a focus on innovation.
Responsibilities
- Drive revenue acquisition and exceed sales targets through new business development and strategic account expansion across assigned territories or market segments
- Develop and execute comprehensive territory strategies that align with company objectives and market opportunities
- Identify, qualify, and engage prospects through multiple channels including cold calling, networking, inbound leads, and strategic partnerships
- Conduct consultative sales conversations to diagnose client requirements and design tailored solutions that address specific business challenges
- Present and demonstrate product capabilities through compelling presentations, workshops, and technology demonstrations to senior-level executives
- Build and maintain strong relationships with key decision-makers across Financial Institutions, Corporates, Investment Management, and other target segments
- Collaborate effectively with cross-functional teams including Product Specialists, Marketing, Client Services, and Account Management to deliver exceptional client experiences
- Negotiate contract terms, pricing structures, and close complex deals while ensuring favorable outcomes for all parties
- Maintain accurate pipeline management, forecasting, and activity tracking through CRM systems such as Salesforce
- Stay current with industry trends, competitive landscape, and regulatory developments to identify new opportunities and inform strategic initiatives
- Participate in industry events, conferences, and client engagement activities to expand market presence and generate leads
Requirements
- Bachelor's degree in Business, Finance, Economics, or related field; advanced degrees preferred
- 3-10+ years of proven sales experience with consistent track record of meeting or exceeding quotas
- Strong background in financial services industry with experience selling data, technology, or analytical solutions
- Demonstrated expertise in consultative sales methodologies and solution selling approaches
- Experience managing complex sales cycles with multiple stakeholders and C-level executives
- Excellent communication, presentation, and negotiation skills with ability to engage senior audiences
- Proficiency with CRM systems such as Salesforce and sales enablement tools including LinkedIn, ZoomInfo, and SalesLoft
- Strong business acumen with ability to understand client workflows and translate business requirements into solution recommendations.
Benefits
- Health & Wellness: Health care coverage designed for the mind and body.
- Flexible Downtime: Generous time off helps keep you energized for your time on.
- Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
- Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
- Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
- Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.
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