Sales Associate - Group Benefits

Oswald Companies; Columbus (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

Oswald Companies in Columbus, OH, seeks a Sales Associate for Group Benefits to drive new client opportunities and align with internal teams on cross-sell opportunities. You will own the sales pipeline, develop plans, and pursue annual production goals to grow a profitable book of business.

The role emphasizes client-focused, customized insurance solutions and collaboration with service teams to deliver comprehensive benefits programs.

Qualifications

• B2B sales experience preferred.
• Strong analytical and problem-solving skills are required.
• Excellent networking and relationship-building skills are essential.
• Exceptional interpersonal abilities to engage clients and partners.

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 the book of business annually.
• Maintains high levels 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.
• Meeting or exceeding annual sales and production goals, building a growing, profitable book of business, delivering client-focused risk management solutions.

Skills

B2B sales

Analytical skills

Networking

Relationship-building

Job description

Sales Associate, Group Benefits – Job Description

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.

Required

Qualifications

• 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