Sales Associate

Oswald Financial, Inc.; Michigan; On-site; USD 50,000 - 70,000; Full time

Job summary

A leading independent insurance advisory firm in Michigan is seeking a sales-focused professional to establish client relationships and develop customized insurance programs. The role involves proactive lead sourcing, sales presentations, and managing a book of business. Ideal candidates have strong networking, analytical, and communication skills, with proficiency in Microsoft CRM. The firm is recognized for its strategic solutions in risk management and employee benefits.

Qualifications

• Proactive, goal-driven and confident attitude.
• Service-oriented and collaborative approach.
• Highly organized, detail-oriented, and results-based.

Responsibilities

• Establish a sales development plan to generate business.
• Maintain relationships with existing clients and ensure services are provided.
• Customize insurance programs to meet customer needs.

Skills

Networking skills

Relationship-building skills

Verbal communication skills

Written communication skills

Analytical skills

Problem-solving skills

Tools

Microsoft CRM

Job description

* Establishes a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year.* Capitalizes on opportunities to cross-sell multiple lines of coverage to existing clients; collaborates with department peers and service staff managing the company's various practices to maximize the sale of services provided.* Maintains a high level of sales activity through self-driven initiatives to achieve production goals; markets products and services to the appropriate contact.* Develops and executes a proactive strategy to source leads, identify and target decision-makers, and make cold calls to obtain opportunities for an appointment and service presentation.* Performs a detailed analysis of a prospective client's needs by reviewing their existing insurance / risk management program; makes recommendations for appropriate and competitive coverages.* Customizes insurance programs to suit customer needs covering a variety of risks; explains features, advantages and disadvantages of various policies to promote the sale of services.* Communicates products and services by developing the appropriate presentation and implementing closing techniques to secure the business.* Meets with existing clients on a regular basis to maintain close relationships and ensure required services are provided as expected; acts as an adviser and consultant, helping customers analyze risk and apply innovative solutions to resolve complex risk problems.* Maintains accurate and timely electronic records of all prospecting activities utilizing Microsoft CRM software including the data entry of established contacts, sales calls and presentations performed, closed sales achieved, and other follow-up activities.* Develops a personal network of contacts for the long-term sourcing of prospects through professional referrals and special-interest groups; participants in community events, non-for-profit boards and other community networking opportunities.* Attends industry events, seminars and informational workshops to learn about changes in the competitive market and the new products and services provided; receives technical training and enhances skills to improve account development ability.* Stays up-to-date with legislative changes, industry trends and new product offerings; assists in the implementation of company promotional activities and seminars.* Attends and participates in all mandatory Business Development Team meetings.* A pro-active, goal-driven and confident attitude* A service-oriented, collaborative approach* Effective networking and relationship-building skills* Exceptional interpersonal abilities* An outgoing, professional demeanor* Excellent listening, verbal and written communication skills* Highly-organized, detail-oriented and results-based* Insightful, creative and innovative* Strong analytical and problem solving skillsPhysical Activity: sedentary physical activity, non-strenuous daily activities of an administrative nature. Physical Requirements: while performing the duties of this job, the employee is regularly required talk or hear; frequently required to stand, walk, and use hands to finger, handle or feel; occasionally required to sit and reach with hands and arms. Weight: the employee must occasionally lift and/or move up to 10 pounds. Manual Dexterity: manual dexterity sufficient to reach/handle items and work with the fingers. Vision Requirements: specific vision abilities required by this job include: close vision (clear vision at 20 inches or less); distance vision (clear vision at 20 feet or more); color vision (ability to identify and distinguish colors); peripheral vision (ability to observe an area that can be seen up and down or to the left and right while eyes are fixed on a given point); depth perception (three-dimensional vision, ability to judge distances and spatial relationships); ability to adjust focus (ability to adjust the eye to bring an object into sharp focus).Work Environment: well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation. Work Conditions: while performing the duties of this job, the employee is not exposed to any critical risk factors. Work Noise: the noise level in the work environment is usually moderate (examples: business office with computers and printers, light traffic; frequent phone ringing).Drive Your Career With Oswald! Oswald is ranked among the top independent insurance advisory firms in the United States. Our specialized teams provide strategic solutions and consulting for risk management, insurance and employee benefits. Oswald ranks among the top five largest independently owned firms in the country. Oswald is consistently recognized as an employer of choice in our communities.