Field & Virtual Insurance Sales Exec

Travelers Canada; Alpharetta (GA); On-site; USD 94,000 - 156,000; Full time

Benefits offered by this job

Health Insurance

401(k) Match

Pension Plan

Paid Time Off

Student loan assistance

Job summary

Travelers is seeking a Sales Executive to manage a geographic territory, develop growth strategies, and partner with agents to drive profitable revenue. The role emphasizes in-person or virtual engagement, agency development, and cross-functional collaboration.

The ideal candidate has 4+ years in insurance sales, CIC certification or willingness to pursue, and strong negotiation and analytics skills. Travel up to 75% in the defined territory may be required.

Qualifications

• Bachelor's degree in sales, marketing, business or related field.
• Four or more years of insurance sales or related experience managing a book of business.
• Certified Insurance Counselor (CIC) (or willingness to pursue).
• Strong knowledge of Travelers products and general Property & Casualty marketplace.
• Strong influencing and negotiation skills to encourage agency partners to adopt Travelers products and services.
• Proven ability to collaboratively build and maintain relationships with a diverse range of stakeholders both internally and externally.
• Strong analytical and problem-solving skills.
• Ability to define goals and priorities and meet these goals in a timely manner.

Responsibilities

• Develop and implement comprehensive sales strategies to expand and manage a portfolio of business, with the objective of driving profitable growth.
• Own assigned territory, including business development, leveraging performance metrics to create annual plans and manage territorial performance.
• Conduct in-depth agency diagnostics to assess performance and identify growth opportunities.
• Facilitate agency appointments and build long-term relationships through office visits (both in person and virtual).
• Prospect, onboard and set performance goals for new agencies, while providing training and support.
• May pre-qualify accounts as needed.
• Influence agency partners through effective communication and negotiation skills.
• Collaborate with internal teams, such as Product and Underwriting to ensure alignment of sales strategies with business objectives.
• Understand Travelers Enterprise focus and seize opportunities to cross-sell Travelers products by discussing with business partners in other lines.
• May identify book transfer opportunities.
• Develop knowledge of competitor products and capabilities and local market trends.
• Utilize advanced data and analytics for sales decisions and performance measurement, leveraging extensive knowledge of Travelers' systems and platforms to support the sales process.
• 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

Sales

Negotiation

Relationship building

Analytical skills

Problem solving

Communication

Education

Bachelor's degree in sales/marketing/business

Certified Insurance Counselor (CIC)

Tools

Digital sales tools

AI technologies

Job description

Travelers is seeking a Sales Executive to manage a geographic territory, develop growth strategies, and partner with agents to drive profitable revenue. The role emphasizes in-person or virtual engagement, agency development, and cross-functional collaboration.

The ideal candidate has 4+ years in insurance sales, CIC certification or willingness to pursue, and strong negotiation and analytics skills. Travel up to 75% in the defined territory may be required.