BI
Brightway InsuranceSales Representative – 1099 Contractor
Sales Representative selling personal and commercial lines for Brightway Insurance. Generating leads and hitting sales targets while providing tailored insurance solutions to clients.
About the role
- Structure the commercial area: define sales processes, playbooks, and customer service workflows.
- Prospect B2B clients: active outreach, networking, and strategic partnerships.
- Map the market and identify opportunities: market analysis, segmentation, and identification of potential client portfolios.
- Negotiate and close contracts: lead complex negotiations ensuring favorable commercial terms and risk mitigation.
- Operate purchase and sale of precatórios: evaluate opportunities, structure commercial proposals, and align strategies with company managers (precatórios refers to court-ordered public debt claims).
- Present services and send commercial proposals: create customized proposals and follow up until closing.
- Manage pipeline and forecasting: update CRM, prioritize opportunities, and report forecasts to management.
- Maintain post-proposal relationships: manage the client through signature and administrative onboarding.
- Prepare commercial reports: weekly/monthly KPIs, performance analyses, and recommendations for improvement.
- Coordinate with internal teams: align with Legal, Finance, and Operations to enable contracts.
- Meet commercial targets and comply with policies: ensure adherence to internal and regulatory rules.
Requirements
- Bachelor’s degree in Law, Economics, Finance, or related fields.
- Experience in B2B sales, preferably with involvement in the purchase/sale of precatórios or financial services.
- Technical knowledge: proficiency in CRM systems (e.g., HubSpot, Pipedrive, Salesforce) and Microsoft Office.
- Commercial skills: consultative selling, contract closing, and proposal structuring.
Benefits
- Commuting allowance
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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