Sales Executive, Employee Benefits (Tampa)

Unison Risk Advisors; Tampa (FL); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Unison Risk Advisors in Tampa, FL is seeking a Sales Executive – Producer to drive business development and deliver tailored insurance and employee benefits solutions. You will prospect, qualify leads, and build enduring client relationships while coordinating with internal teams to meet client objectives.

The role demands a proactive hunter mentality, strong relationship skills, and the ability to close opportunities in a collaborative, fast-paced environment. Local network in Tampa is a plus.

Formación

• 2+ years of sales experience or relevant insurance-related experience.
• Strong business development and relationship-building skills.
• Client Centric Mindset.
• Established or developing network in the Tampa area.
• Ability to work in a collaborative, team-oriented environment.

Responsabilidades

• Owns the sales process from prospecting through closing and account transition.
• Acts as a trusted advisor and subject matter expert for clients’ risk and insurance needs.
• Collaborates with internal teams to align solutions with client objectives.
• Generates and qualifies leads by identifying prospects and evaluating market position.
• Researches and analyzes sales opportunities and develops tailored strategies.
• Actively pursues new business opportunities with a strong hunter mentality.
• Maintains accurate pipeline and sales activity tracking.
• Ensures timely and high-quality client deliverables.
• Monitors client needs and proactively addresses coverage gaps or risks.
• Partners with internal divisions to deliver comprehensive solutions.
• Identifies and executes cross-selling opportunities across the firm.
• Supports seamless client onboarding and service transitions.
• Drives new revenue growth and market expansion initiatives.
• Adapts to evolving market conditions and client needs.
• Supports strategic business development efforts.
• Stays current on industry trends, competitors, and market activity.
• Continuously refines sales strategies and approaches.
• Promotes best practices in business development and client engagement.

Conocimientos

Sales experience

Business development

Relationship-building

Client-centric mindset

Local Tampa network

Educación

Bachelor’s degree in business or related field

Herramientas

CRM platforms

Agency management systems

Benefits administration systems

Descripción del empleo

Summary

Hatcher is a Unison Risk Advisors Company, and we are looking for a Sales Executive to join our team here in Tampa, FL. The Sales Executive – Producer is responsible for driving business development and delivering customized insurance and employee benefit solutions. This role focuses on generating and qualifying leads, building and maintaining strong client relationships, and partnering internally to deliver tailored solutions that align with client needs while supporting firm-wide growth. The position is both strategic and hands‑on, requiring a proactive, hunter mentality and a strong commitment to client success and organizational performance.

In This Role, You Will Contribute By

Functional Leadership & Ownership

• Owns the sales process from prospecting through closing and account transition.
• Acts as a trusted advisor and subject matter expert for clients’ risk and insurance needs.
• Collaborates with internal teams to align solutions with client objectives.

Hands‑On Execution & Delivery

• Generates and qualifies leads by identifying prospects and evaluating market position.
• Researches and analyzes sales opportunities and develops tailored strategies.
• Actively pursues new business opportunities with a strong hunter mentality.

Reporting, Quality & Operational Support

• Maintains accurate pipeline and sales activity tracking.
• Ensures timely and high-quality client deliverables.
• Monitors client needs and proactively addresses coverage gaps or risks.

Cross‑Functional Partnership & Integration

• Partners with internal divisions to deliver comprehensive solutions.
• Identifies and executes cross‑selling opportunities across the firm.
• Supports seamless client onboarding and service transitions.

Growth, Change & Special Initiatives

• Drives new revenue growth and market expansion initiatives.
• Adapts to evolving market conditions and client needs.
• Supports strategic business development efforts.

Process Improvement & Best Practices

• Stays current on industry trends, competitors, and market activity.
• Continuously refines sales strategies and approaches.
• Promotes best practices in business development and client engagement.

You may be a great fit if you:

• Take pride in producing and maintaining strong client relationships.
• Thrive in a collaborative, fast‑paced, detail‑oriented environment.
• Builds trusted relationships not only with clients but also internal partners.
• Demonstrates ability to deliver consistent new business revenue and growth.
• Ensures accuracy and quality of sales activities and deliverables.
• Contributes to overall firm success through collaboration and cross‑selling.
• Communicate clearly and professionally, both verbally and in writing.
• Demonstrates sound judgment and ownership in decision-making.

Required

• 2+ years of sales experience or relevant insurance-related experience.
• Strong business development and relationship‑building skills.
• Client Centric Mindset.
• Established or developing network in the Tampa area.
• Ability to work in a collaborative, team‑oriented environment.

Preferred Qualifications

• Bachelor’s degree in business or related field.
• Experience in an independent agency.
• Experience working with agency management systems, CRM platforms, or benefits administration systems.