Sales Associate - Group Benefits

Unison Risk Advisors; Bloomfield Hills (MI); On-site; USD 45,000 - 75,000; Full time

Job summary

Unison Risk Advisors is seeking a Sales Associate in the Group Benefits practice to generate new business opportunities and expand the client base in the Michigan market. You will lead the sales process from prospecting to presentation, align with service teams, and design customized benefit solutions while pursuing annual production goals.

Strong communication, networking, and analytical skills are essential to build relationships with mid-market clients, articulate value, and close

Qualifications

• Experience in business-to-business sales preferred.
• Strong analytical and problem-solving skills.
• Effective networking and relationship-building skills.
• Exceptional interpersonal abilities.

Responsibilities

• Owns personal sales pipeline, strategy, and production goals within assigned market.
• Establishes a sales development plan to originate business with new clients and grow book of business annually.
• Maintains high level of sales activity through prospecting, networking, and outreach initiatives.
• Develops and executes strategies to source leads, identify decision-makers, and secure meetings and presentations.
• Analyzes prospective client needs and evaluates current insurance/risk management programs.
• Designs and presents customized insurance solutions and recommendations.
• Maintains accurate records of sales activities, pipeline, and production metrics aligned to goals.
• Collaborates with internal teams to cross-sell products and maximize service offerings.
• Partners with service teams and practice groups to deliver comprehensive client solutions.
• Contributes to business growth through new client acquisition and expansion of existing relationships.
• Continuously improves sales approach, prospecting strategies, and client engagement techniques.
• Shares market insights, sales practices, and feedback to enhance organizational sales effectiveness.

Skills

B2B sales

Analytical skills

Networking

Relationship-building

Interpersonal skills

Sales goals

Job description

Sales Associate, Group Benefits – Job Description

Position Summary

Responsible for generating sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff. Collaborates with the team to cross-sell products and services and develops and implements a personal sales plan with direct accountability for annual production goals.

Key Responsibilities

Functional Leadership & Ownership

• Owns personal sales pipeline, strategy, and production goals within assigned market. Acts as primary driver for new business development and client acquisition.

Hands-On Execution & Delivery

• Establishes a sales development plan to originate business with new clients and grow book of business annually.
• Maintains high level of sales activity through prospecting, networking, and outreach initiatives.
• Develops and executes strategies to source leads, identify decision-makers, and secure meetings and presentations.
• Analyzes prospective client needs and evaluates current insurance/risk management programs.
• Designs and presents customized insurance solutions and recommendations.

Reporting, Quality & Operational Support

• Maintains accurate records of sales activities, pipeline, and production metrics aligned to goals.

Cross-Functional Partnership & Integration

• Collaborates with internal teams to cross-sell products and maximize service offerings.
• Partners with service teams and practice groups to deliver comprehensive client solutions.

Growth, Change & Special Initiatives

• Contributes to business growth through new client acquisition and expansion of existing relationships.

Process Improvement & Best Practices

• Continuously improves sales approach, prospecting strategies, and client engagement techniques.

Center of Excellence (COE) Contribution

• Shares market insights, sales practices, and feedback to enhance organizational sales effectiveness.

Accountability

• Meeting or exceeding annual sales and production goals.
• Building and maintaining a growing, profitable book of business.
• Delivering client-focused, competitive risk management solutions.
• Maintaining strong internal and external relationships.

Qualifications

Required

• Experience in business-to-business sales preferred.
• Strong analytical and problem-solving skills.
• Effective networking and relationship-building skills.
• Exceptional interpersonal abilities.

Preferred

• Prior insurance or risk management sales experience.
• Proven track record of achieving or exceeding sales goals.

Key Competencies

• Ownership & Accountability
• Relationship Building & Influence
• Communication Skills
• Results Orientation
• Initiative & Proactiveness
• Adaptability & Creativity