Strategic Insurance & Benefits Sales Pro

Unison Risk Advisors; Tampa (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Sales experience

Business development

Relationship-building

Client-centric mindset

Local Tampa network

Education

Bachelor’s degree in business or related field

Tools

CRM platforms

Agency management systems

Benefits administration systems

Job description

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.