Sales Associate - Personal Insurance

Marsh Agency; Helena (MT); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Competitive pay

Commission on new sales revenue

Benefits package

Job summary

Marsh Agency is seeking a Personal Insurance Sales Associate in the Northwest region to develop skills toward a sales executive path. You’ll shadow experienced executives, support the client relations team, and contribute to opportunities for service expansion and retention strategies.

You’ll work in diverse settings, collaborating with colleagues and leaders to meet sales goals, while building community relationships and delivering value to clients and the organization.

Qualifications

• Demonstrates sales aptitude and ability to build relationships with prospects and clients.

Responsibilities

• Build relationships within the community to generate new business opportunities.
• Schedule and conduct meetings with business leaders and prospects in person, by phone, or via Zoom.
• Educate and consult with prospects and clients to develop insurance solutions that address their risks.
• Provide advice on existing product solutions and upcoming product developments.
• Coordinate client servicing within the available service scope.
• Transition new clients to the client relations team and remain active in developing and expanding existing clients.
• Deliver accurate and timely cost calculations and quotations based on coverage variations.
• Meet with Personal Insurance Sales Leaders to discuss goals, prospective clients, and sales performance against targets.
• Represent Marsh Agency at trade exhibitions and events.
• Learn about client policy requirements, internal systems, and departmental procedures and policies.

Skills

Sales aptitude

Relationship building

Business acumen

Leadership

Team oriented

Eager to learn

Job description

The Job

As a Personal Insurance Sales Associate with Marsh Agency’s Northwest region, you’ll prepare for advancement into a sales executive role by building confidence in insurance sales through shadowing experienced Sales Executives. Our Sales Associate program is an entry point designed for early career sales colleagues to develop networking and closing skills and allow you to make a positive contribution to our organization and surrounding community. Sales Associates will also be supporting the client relations team by identifying opportunities for service expansion and retention strategies. In addition, you’ll work in various situations, sometimes as part of a team and other times independently on assignments to achieve sales goals with the support of Personal Insurance Sales Leaders.

As a Personal Insurance Sales Associate with Marsh Agency’s Northwest region, you’ll prepare for advancement into a sales executive role by building confidence in insurance sales through shadowing experienced Sales Executives. Our Sales Associate program is an entry point designed for early career sales colleagues to develop networking and closing skills and allow you to make a positive contribution to our organization and surrounding community. Sales Associates will also be supporting the client relations team by identifying opportunities for service expansion and retention strategies. In addition, you’ll work in various situations, sometimes as part of a team and other times independently on assignments to achieve sales goals with the support of Personal Insurance Sales Leaders.

In your career at Marsh Agency, you’ll be given constant support, with a hands-on training program, consistent feedback and development, and work alongside driven and passionate sales professionals. We will give you access to mentorship, training, resources, and development to ensure your success, but you will need to supply the spirit. Our colleagues don’t stop short of excellence and are compelled to do what’s best for their clients, colleagues and communities.

From admin to accounting and everything in between, we believe our team is all in sales together. We're dedicated to representing our brand with excellence and integrity in every interaction. We collaborate with intention and know every one of us plays a vital role in our shared success.

What You’ll Be Doing

• Build relationships within the community to generate new business opportunities.
• Schedule and conduct meetings with business leaders and prospects in person, by phone, or via Zoom.
• Educate and consult with prospects and clients to develop insurance solutions that address their risks.
• Provide advice on existing product solutions and upcoming product developments.
• Coordinate client servicing within the available service scope.
• Transition new clients to the client relations team and remain active in developing and expanding existing clients.
• Deliver accurate and timely cost calculations and quotations based on coverage variations.
• Meet with Personal Insurance Sales Leaders to discuss goals, prospective clients, and sales performance against targets.
• Represent Marsh Agency at trade exhibitions and events.
• Learn about client policy requirements, internal systems, and departmental procedures and policies.

Who We’re Looking For

• You are passionate about sales. You demonstrate sales aptitude, have an ability to build and maintain relationships, strong business acumen.
• You’re results-driven. You are a strategic thinker and results-focused. You are excited to develop strong business acumen and are passionate about turning prospects into clients by successfully closing business deals.
• You’re ready to throw all stereotypes of “insurance” out the window and challenge the status-quo.
• You’re good with people, even on the tough days.
• You’re team oriented. You maintain positive relationships with your colleagues—and you enjoy it.
• You’re a natural leader. You actually walk the walk. You lead by example.
• You love to learn. You’re earnest about improving and pursuing professional development.
• You can adapt—because our industry changes constantly and so do the needs of our clients. You’re good at staying on your toes.
• You’re ready for a meaningful change. No more corporate vanilla structure for you. (Yes, an insurance company really just said that.)
• You embrace our core values: accountability, balance, excellence, integrity, respect and humanity.

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

The Perks

• Competitive compensation package; we will honor all local and state salary thresholds.
• Base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education.
• Hired applicant will be eligible for commission of new sales revenue, annual profit sharing.
• Benefits package includes paid paternity/maternity leave, medical leave, 401K savings and other wellbeing programs.
• Decisions will be determined on a case-by-case basis.

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

If you require an accommodation during the application or interview process, please let us know by contacting [e-mail] .

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