Responsibilities
- Identify and pursue new sales opportunities within a specified geographic area
- Maintain up-to-date expertise on industry developments, emerging offerings, and broker methodologies
- Analyze client requirements and implement customized product and service solutions
- Monitor competitor activities and assess potential market threats
- Ensure services delivered to clients are accurate, timely, and efficiently executed
- Organize and lead regular client meetings to resolve inquiries during deployment phases
- Gather and interpret data to guide strategy in product development, marketing, sales, and operations
- Create clear and compelling executive summaries for client-facing presentations
- Design lead acquisition strategies and utilize CRM tools (Salesforce) to monitor outreach efforts
- Achieve or surpass monthly and quarterly sales targets consistently
- Submit precise documentation for new business, expenses, and weekly activities by established deadlines
- Engage in monthly team consultations and contribute to peer training and development
- Foster strong internal collaborations across departments to ensure seamless client service coordination
- Attend virtual and in-person training sessions to remain current on organizational and departmental best practices
- Complete assigned projects and additional tasks as directed by management
Benefits
- Comprehensive health coverage including medical, dental, and vision plans
- Retirement savings plan with employer matching contribution
- Paid time off including vacation, holidays, parental leave, and sick leave in compliance with state regulations
- Company-provided life insurance
- Short-term disability coverage
- Long-term disability protection
- Employee Assistance Program (EAP) for personal support services
- Flexible Spending Account (FSA) options
- Health Savings Account (HSA) availability
- Identity theft prevention services
- Critical illness insurance
- Accident insurance coverage
- Cancer insurance benefit
- Hospital indemnity protection
- Legal and pet insurance offerings
Other
- Regular domestic travel is a requirement of the position
- Travel includes flights, personal vehicles, taxis, rideshares, and occasionally public transit
- Must hold a valid, unrestricted driver's license
- Work primarily takes place in an indoor office setting with intermittent moderate noise levels
- May involve time at client sites, trade shows, industry events, and training venues
- Extended durations of sitting during travel and meetings are typical
- Occasional standing and walking during client engagements and events
