Sales Executive- Personal Insurance

Marsh McLennan Agency; Bozeman (MT); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation package

Commission on new sales revenue

Annual profit sharing

401K savings plan

Paid paternity/maternity leave

Job summary

Marsh McLennan Agency is on the lookout for a Sales Executive to enhance its Personal Insurance division. The ideal candidate should excel at consultative selling and developing tailored personal risk management solutions. You'll receive hands-on training, mentorship, and support to ensure your success.

Your role involves generating new leads, managing client relationships, and implementing effective sales plans. Marsh McLennan values accountability, integrity, and diversity, fostering an inclusive environment for all employees.

Qualifications

• Passionate about sales and the sales process.
• Ability to anticipate client needs and provide innovative solutions.
• Strong leadership and team-oriented mindset.

Responsibilities

• Develop new opportunities from referral networks.
• Evaluate personal insurance cross-sell opportunities.
• Drive sales results and build your book of business.

Skills

Sales process understanding

Consultative selling

Communication skills

Adaptability

Networking

Job description

The Job

Marsh McLennan 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 MMA, 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

• Developnew 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 PayneWest 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 You Are Is Who We Are

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, 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. If you have a need that requires accommodation, please let us know by contacting [e-mail]