Associate Sales Executive, Personal Lines - Richmond, VA

MSCCN; Richmond (VA); Hybrid; USD 82,000 - 135,000; Full time

Job summary

Travelers is seeking an Associate Sales Executive for Personal Insurance in a territory-based role. The position combines in-person and virtual engagement with agency partners to drive profitable growth and build trusted relationships.

You will develop sales strategies, hone product knowledge, and collaborate with internal teams to meet goals. A Bachelor’s degree and 2+ years of sales or related insurance experience are required. Travel within the territory is expected.

Qualifications

• Two or more years of sales or related insurance experience.
• Certified Insurance Counselor (CIC) (or willingness to pursue).
• Knowledge of Travelers products and general Property & Casualty marketplace.
• Demonstrated influencing and negotiation skills.
• Ability to collaboratively build and maintain relationships.
• Analytical and problem-solving skills.
• Ability to define goals and priorities and meet these goals in a timely manner.
• Organizational skills to manage multiple tasks and priorities to meet sales goals and deadlines.

Responsibilities

• Assist in developing and executing sales strategies to grow and manage a portfolio of business.
• Conduct agency diagnostics to assess performance and identify development opportunities.
• Facilitate agency appointments and support the development of new agency relationships.
• Engage in office visits (in-person and virtual) to build rapport and strengthen relationships with agency partners.
• Learn to identify and pre-qualify new customer accounts and new agent distribution opportunities.
• Learn to influence agency partners by developing Travelers' product, underwriting, and sales knowledge.
• Collaborate with internal teams to align sales strategies with overall business objectives.
• Develop knowledge of competitor products and capabilities.
• Utilize data and analytics for sales decisions and performance tracking, and learn to utilize automation tools to support sales while staying updated on Travelers systems.
• Leverage AI technologies to optimize industry processes, enhance decision-making, and drive innovation, while continuously learning and adapting to emerging AI trends and tools.

Skills

Influencing

Negotiation

Analytical skills

Relationship building

Organizational skills

Communication

Travel knowledge

Education

Bachelor's degree in sales, marketing, business or related field

Job description

ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers.

Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

Job Category

Sales

Compensation Overview

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

Salary Range

$81,500.00 - $134,500.00

Target Openings

1

What Is the Opportunity?

The Sales Executive Team is dedicated to navigating and managing a high performing sales culture in person and/or virtually which contributes to the overall success of the Personal Insurance (PI) business. The team executes on industry-leading sales strategies aligned with business objectives, builds effective relationships with customers, distribution partners and fellow employees, and creates tactical sales plans for profitable growth through extensive product knowledge and state of the art sales and influencing tactics. The team also uses digitally advanced strategies to move the business forward, leads the relationships with our aggregator/networking groups, and partners with the agent to imbed into higher producing revenue streams.

As an Associate Sales Executive, PI, you will manage and develop a small or less complex group of Travelers agency assignments/territories. You will develop and hone your sales skills while working in a collaborative and supportive environment. You will act as a brand ambassador to sell the Travelers value proposition to distribution partners.

This position is an outside sales position where assigned distribution relationships within the geographic territory tend to be best served through an in-person sales strategy.

What Will You Do?

• Assist in developing and executing sales strategies to grow and manage a portfolio of business.
• Support business development efforts within the assigned territory by leveraging performance metrics to assist in the creation of annual plans.
• Conduct agency diagnostics to assess performance and identify development opportunities.
• Facilitate agency appointments and support the development of new agency relationships.
• Engage in office visits (in-person and virtual) to build rapport and strengthen relationships with agency partners.
• May learn to identify and pre-qualify new customer accounts and new agent distribution opportunities.
• Learn to influence agency partners by developing Travelers' product, underwriting, and sales knowledge.
• Collaborate with internal teams to align sales strategies with overall business objectives.
• Develop knowledge of competitor products and capabilities.
• Utilize data and analytics for sales decisions and performance tracking, and learn to utilize automation tools to support sales while staying updated on Travelers systems.
• Leverage AI technologies to optimize industry processes, enhance decision-making, and drive innovation, while continuously learning and adapting to emerging AI trends and tools.
• Perform other duties as assigned.

Additional Qualifications/Responsibilities

What Will Our Ideal Candidate Have?

• Bachelor's degree in sales, marketing, business or related field.
• Two or more years of sales or related insurance experience.
• Certified Insurance Counselor (CIC) (or willingness to pursue).
• Knowledge of Travelers products and general Property & Casualty marketplace.
• Demonstrated influencing and negotiation skills.
• Ability to collaboratively build and maintain relationships with internal and external partners.
• Analytical and problem-solving skills.
• Ability to define goals and priorities and meet these goals in a timely manner.
• Organizational skills to manage multiple tasks and priorities to meet sales goals and deadlines.

What is a Must Have?

• One year experience in sales, sales support, operations or relevant insurance field.
• Must live in the territory that they manage and have the ability to travel.