Senior Sales Advisor, Commercial Insurance

Lloyd Sadd Group; Calgary; Hybrid; CAD 90,000 - 130,000; Full time

Job summary

Lloyd Sadd Group is seeking a Senior Advisor in Calgary to lead new business development, expand sales in existing accounts, and deliver exceptional client experiences in the insurance sector.

You will build strong long-term client relationships, identify market trends, and collaborate with internal teams to provide industry-leading service while driving growth and client satisfaction.

Qualifications

• Strong business acumen and proven consultative selling abilities.
• Results-driven with effective systems to achieve goals through people.
• Breadth across insurance and depth in key industry sectors.

Responsibilities

• Lead by example, drive new business through opportunities and expand sales.
• Grow the company and manage a prospect pipeline.
• Build rapport and long-term relationships by supporting clients’ insurance facilities.
• Identify emerging trends within client industries and insurance markets.
• Collaborate with Commercial Service Team Lead and service teams to deliver top-tier customer service.
• Accountability for client insurance programs including recommendations and coverage gaps.
• Other duties as required.

Skills

Business acumen

Sales aptitude

Consultative selling

Strategic selling

Relationship building

Leadership

Communication

Problem solving

Microsoft Office

Education

Post-secondary education or certificates

Tools

Microsoft Office Suite

Job description

THE ROLE

Our Senior Advisor is an established leader in the insurance industry and the sector they serve, understanding their clients needs and their client’s business. The Senior Advisor will embody strong consultative and proven strategic selling abilities and look for strategic ways to generate new relationships, retain existing ones, and grow current ones. The Senior Advisor is responsible for the overall client experience.

The focus of the role is on achieving results which are aligned with the larger picture of the organization and the strategic goals. Initiative, coupled with a sense of competitive drive, and the ability to stay focused on results despite changing conditions, is the key to achieving the performance objectives of this role. The client needs are dynamic and therefore the work in the role involves innovation and creativity in generating solutions to better the client experience.

As a Senior Advisor, you are a Maverick, an innovative, “outside the box” thinker, who is undaunted by failure. You are:

• A creative problem solver that is results-focused;
• Innovative and creative focused on achieving results;

Confident, direct, and poised in your communication style electing to use persuasion and motivation to make plans and reach goals;

WHAT YOU’LL DO

• Most importantly, you will lead by example, live our values, and drive new business for the company through new business opportunities and expanding sales in existing accounts;
• Be active in leading the growth of the company and managing and maintaining a prospect pipeline;
• A key emphasis on building rapport and relationships and ensuring that strong long term relationships are created by providing an industry leading level of support to clients in maintaining their insurance facilities;
• Identifying and understanding emerging trends within client industries and insurance markets;
• Working in alignment with Commercial Service Team Lead and internal service team members to provide an exceptional customer service experience;
• Accountability of client insurance program including all recommendations not and gaps in coverage reviewed;
• Other duties as required.

WHAT WE REQUIRE

• Strong business acumen along with a natural sales aptitude proven experience of strong consultative and proven strategic selling abilities;
• The emphasis is on results, and effective systems that achieve results through and with people;
• Demonstrated breadth across insurance and depth within key industry sectors;
• An academic background consisting of post secondary education, certificates, industry programs, etc.
• Insurance industry designations such as CIP, CRM and CAIB or working towards;
• Track record of establishing short- and long-term product growth goals, and then executing operating plans to achieve those goals
• Solid leadership skills, energy, and teaming capability; the ability to lead and motivate, share vision, inspire, and rally colleagues
• A well-defined sense of diplomacy and business acumen;
• Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability;
• Proficiency with Microsoft Office Suite.