About the role

  • Senior Executive Sales Consultant responsible for broker relationship management and driving sales growth in California. Focus on training and developing new group submissions through effective communication.

Responsibilities

  • The Senior Executive Sales Consultant is responsible for driving broker relationships and achieving sales goals through advanced broker growth initiatives and new group submissions.
  • Emphasizes maintaining frequent and impactful communication with brokers to maximize product adoption and overall sales growth.
  • Re-engaging inactive brokers to develop new sales opportunities.
  • Delivering comprehensive product and technology training.
  • Managing a robust pipeline through regular outbound and follow-up calls to active and potential brokers.
  • Plays a key role in strategic development by refining and executing strategies to meet annual sales targets,
  • Using detailed sales status reports to monitor activity, follow-ups, closings, and overall progress toward target achievement.

Requirements

  • Maintain a valid CA life/health insurance license.
  • Bachelor's degree from an accredited college or university preferred AND minimum four (4) years of experience in business-to-business or business-to-consumer.
  • 4+ years of Insurance Sales experience.
  • Ability to self-start and think/act independently.
  • Exceptional people skills.
  • Demonstrate consultative skills with internal and external partners.
  • Exceptional presentation skills to present internally or externally to brokers or carrier partners.
  • Maintaining confidentiality.
  • Demonstrated ability to effectively negotiate.
  • Demonstrated ability to multi-task effectively.
  • Computer literacy and programs such as but not limited to Excel, PowerPoint, Microsoft 365, and Salesforce.

Benefits

  • Compensation Salary Range* - $108,750- $145,000 annually, plus bonus.

Job title

Senior Executive Sales Consultant

Job type

Experience level

Senior

Salary

$108,750 - $145,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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