Sales Executive - Chicago

KLM Careers; Chicago (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Employee ownership structure

Professional development opportunities

Collaborative team environment

Job summary

An employee-owned organization is seeking a Sales Executive based in Chicago, Illinois, to lead client relationships and drive new business. Candidates should have 5+ years of sales experience, preferably in the insurance sector, alongside strong skills in Microsoft Office. The role involves networking, client servicing, and achieving sales goals in a team environment, requiring a proactive approach to relationship building and problem-solving. The position is ideal for self-starters with a commitment to professional growth.

Qualifications

• 5+ years of sales/consulting experience in a professional services industry.
• Insurance experience is required.
• Life & Health license preferred or ability to attain within the first 60 days.

Responsibilities

• Develop and manage client relationships as a Sales Executive.
• Prospect for new business opportunities actively.
• Provide professional, courteous service to clients.

Skills

Insurance sales experience

Client relationship management

Proficient in Microsoft Office

Problem-solving skills

Presentation skills

Education

Bachelor's degree preferred

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Overview

Must be a US Citizen or Green card holder.

As an employee-owned organization, our incredible team is committed to providing exceptional service, incorporating best practices, and providing access to tools and resources that keep our colleagues and employees educated, informed, and on a path that helps them find and own their edge.

Our Core Values are lived in our business and our culture is fueled by them.

• Create a Great Experience
• Do the Right Thing
• Play for Each Other
• Pursue Growth
• Own Your Future

Role and Responsibilities

As a direct member of a sales and advisory team, a Sales Executive (SE) is responsible for taking on the account leadership of new and existing relationships. The Sales Executive will develop new business opportunities, manage overall client relationships with support of a service team, and lead strategy on complex accounts.

Note: Where present, replace or remove strong emphasis to bold formatting in accordance with the allowed tags.

Roles and Responsibilities

• Developing New Relationships
• Developing a network of outside influencers using various methods including but not limited to referrals, industry associations, and other professional service providers
• Actively prospecting new business opportunities through the use of our sales tools, your personal and professional networks, Gibson-sponsored events, referrals, etc.
• Creating synergy across Gibson practice areas while identifying cross-selling and account rounding opportunities
• Following up on leads in a timely manner
• Managing all sales activity within our customer relations management system
• Engaging in professional and networking activities that maintain and expand the current book of business
• Achieving annual sales goal at or above agency standards
• Maintaining an active pipeline of 3x annual sales goals
• Providing efficient, professional, courteous service to clients in conjunction with Client Executives, Client Managers and Account Managers
• Analyzing risk, coverage, program structure and recommending options; executing coverage and program changes
• Leveraging insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed
• Offering innovative solutions, educating clients on insurance solutions available in the marketplace and solving difficult risk issues
• Working closely with service teams to review carrier proposals, analyze market summaries, and prepare renewal documents ensuring timeframes and deliverables are met
• Keeping current with carriers, strategic partners, products/services and applicable legislation
• Performing other duties and special projects as assigned
• Acting as a backup to team personnel when necessary
• Maintaining confidential information

You might be a great fit for this role if you

• Have prior insurance sales and/or client executive experience in an agency, broker, or insurance company setting
• Have prior experience in building and/or growing a book of business in a professional services industry
• Have demonstrated technical consulting experience with a track record of high client retention marks
• Enjoy presenting to clients
• Can work independently, as well as within an advisory team
• Find energy in creating and cultivating new relationships
• Are proficient in gathering data and excel in problem-solving
• Are a self-starter who takes initiative to succeed
• Are committed to professional growth and enjoy learning new skills
• Have exceptional written and verbal communication skills paired with above average knowledge of Microsoft Outlook, Word, and Excel

Required

• 5+ years of sales/consulting experience in a professional services industry
• Insurance experience
• Life & Health license preferred, or the ability to attain within the first 60 days of employment
• Excellent computer and office machine skills, specifically with Microsoft Office products

About Gibson

We exist to pursue the best interests of our clients. And we do it together, sharing what we learn from client to client, moment to moment, and digging deeper to see things others cant or dont bother to. Thats how we get to the proactive side of insurance, where our clients really gain their edge.

Here are some noteworthy facts about Gibson:

• Founded in 1933
• 100% Employee-Owned
• Business Insurance Top 100 U.S. Broker
• Designated as one of the Best Places to Work
• Locations in South Bend, IN, Fort Wayne, IN, Indianapolis, IN, Kalamazoo, MI, Phoenix, AZ

Required Knowledge, Skills, and Abilities

1. Do you have 5+ years of sales/consulting experience in a professional services industry
2. Do you have a Bachelor's degree preferred
3. Do you have Insurance experience
4. Do you have CEBS designation preferred
5. Do you have Life & Health license preferred, or the ability to attain within the first 60 days of employment
6. Do you have Excellent computer and office machine skills, specifically with Microsoft Office products
7. Do you have CEBS designation preferred
8. Do you have Life & Health license preferred, or the ability to attain within the first 60 days of employment
9. Do you have Excellent computer and office machine skills, specifically with Microsoft Office products
10. Must be a US Citizen or Green Card holder.