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Position Overview:

We are looking to expand our footprint over the border into CT. Come join our agency and see why we have been voted one of the Best Places to Work in RI for the 4th consecutive year!

As a Sales Executive, you are the primary business contact for new business prospects. You are expected to provide consistently superior customer service to clients by identifying their needs and provide a solution to ensure quality sales. You will be required to develop a rapport with business partners to support and grow your referral sources which will help you build your referral network and cultivate new business opportunities The role involves face-to-face and telephonic sales-based communications with customers and business partners. Growth and success are measured by your performance and capacity to meet production goals. Onboarding will be done virtually and in person in the area as needed.

Responsibilities Include:

  • Creating and managing overall sales action plans to exceed production goals for your territory and meet required revenue targets

  • Discovering new business contacts and fostering relationships to close the sale

  • Cultivating relationships with a wide variety of key decision makers and business partners

  • Performing sales prospecting activities on a routine basis through cold calling, telemarketing, partner relationships, and customer referrals

  • Initiating and expanding on networking with high priority influencers such as real estate agents, loan officers, financial planners, etc.

  • Conducting face-to-face or virtual meetings while ensuring company professionalism at all times (proper business attire required)

  • Developing proposals and delivering presentations and information utilizing company brand standards

  • Maintaining the Applied EPIC customer relationship management (CRM) database

  • Providing competitive market feedback and ability to remain current on industry trends

  • Other duties as assigned

  • Position Requirements:

  • Proven successful sales background

  • Excellent persuasive and interpersonal communication skills

  • Ability to connect with customers and gain trust quickly

  • Strong time management skills

  • Motivated self-starter

  • Team player

  • Strong written, verbal and presentation skills

  • Ability to multi-task, solid attention to detail, and a desire to learn

  • Possess Property & Casualty producer license or the ability to obtain

  • Proficiency in MS Office suite

Qualifications and Skills:

  • Bachelor’s Degree Preferred

  • 3+ years in personal insurance sales required or

  • 3+ years of recent consumer-based sales experience

  • Property & Casualty License required.

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