Sales Executive - Personal Insurance

Marsh Agency; Bozeman (MT); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Commission-based pay

Profit sharing

Full benefits

Paid parental leave

Job summary

Marsh Agency is seeking a passionate Sales Executive for its Personal Insurance division to act as a trusted advisor to clients, tailoring personal risk management solutions to individual needs.

You will develop new opportunities through networks, collaborate across Marsh Agency, and drive revenue growth while building a robust book of business. Training and mentorship are provided to support your success.

Qualifications

• Experience in consultative personal insurance sales or similar.
• Ability to develop and execute multi-channel sales plans.
• Strong communication and client advisory skills.

Responsibilities

• Develop new opportunities from personal lines networks.
• Evaluate and implement cross-sell opportunities within the office and organization.
• Organize and execute a multi-faceted sales plan to contact prospects.
• Participate in training to identify and minimize client risk.
• Drive sales results to increase revenue and build book of business.
• Coordinate with Client Relations for consistent client service.

Skills

Consultative selling

Relationship building

Networking

Communication

Sales mentality

Tools

Salesforce

Job description

The Job

Marsh Agency is seeking a passionate and dynamic Sales Executive to work within our Personal Insurance division. This individual will serve as a trusted partner and advisor to their clients and understands the lifestyle concerns and insurance needs of individuals. Our ideal candidate is adept at consultative selling and tailoring personal risk management solutions according to their client’s unique circumstances.

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

• Develop new opportunities from a variety of personal lines referral networks (wealth advisors, banks/financial institutions, law firms, accountants, and other referral networks).
• Evaluate and implement personal insurance cross-sell opportunities within the local office and across the Marsh Agency organization.
• Organize and execute a multi-faceted sales plan to effectively make direct contact with prospects.
• Participate in our collaborative development and training program to become an expert at identifying and minimizing your clients’ risk.
• Drive sales results by leveraging your business acumen and training to increase revenue to the firm and build your book of business.
• Partner with your Client Relations team to ensure that the client receives consistent communication and service.

Who We’re Looking For

• You are passionate about sales. You are a champion of the sales process and value proposition. You understand business, people, and technology and you are driven to seek out opportunities to expand your network and drive revenue growth.
• You’re ready to throw all stereotypes of "insurance" out the window and challenge the status-quo.
• You’re a consultant. You have the innate ability to anticipate your clients’ needs and provide them with an innovative and out-of-the-box solution.
• 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

We take pride in providing our colleagues with a competitive compensation package; we will honor all local and state salary thresholds. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Additionally, the hired applicant will be eligible for commission of 40% of new sales revenue, annual profit sharing and a benefits package that includes paid paternity/maternity leave, medical leave, 401K savings and other wellbeing programs. Decisions will be determined on a case-by-case basis.

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].