This role requires professionals who are self described âhuntersâ. The expectation of this role is that you will actively hunt
for new business prospects while also being skilled at cultivating relationships with existing clients. You should have a
knack for identifying potential clients, initiating contact, and effectively pitching solutions that meet the clients' needs. This combination of prospecting and relationship building is crucial for sustained success in the competitive field
of insurance sales.
Responsibilities
- Manage the entire sales process, from initial contact to the close of the deal.
- Understand client needs and present tailored solutions, effectively demonstrating the value of our insurance
products and services.
- Collaborate with internal teams to ensure seamless implementation and delivery of solutions to clients.
- Continuously expand your knowledge of our offerings and industry trends to stay ahead of the competition.
- Keep organized records and tracking progress toward business goals and quotas using Salesforce.
- Leverage Excel, Salesforce, and Salesloft to streamline your sales activities, track progress, and optimize your
performance.
- Strategic planning with your manager to constantly fine tune your territory approach to improve overall sales results on a weekly, monthly, & quarterly basis.
- You will receive leads from a variety of sources (BDR’s, Marketing, Partnerships), but the expectation will also be
to generate new business opportunities on your own as well.
- Collaborate with our internal GRS team to support client requirements for financial planning support services and or retirement/investment plans as part of their Group Benefits solution.
Qualifications
- Mandatory requirement: licensed insurance advisor - LLQP (Life, Accident and Sickness License) and E&O Coverage in force and in good standing in your home
province.
- Nice to have: Life, Accident and Sickness License in any additional Provinces or willing to be licensed in other provinces in the future.
- Nice to have but not required – Segregated funds experience, CFP, CP, CEBS designations or other.
- Please note: It is our company policy and an insurance regulation that you are licensed in the province in which the customers’ business is headquartered to earn commission income.
Required Skills
- Proven experience as a successful Account Executive or in a comparable sales role within the insurance industry specifically in group benefits.
- Experience working in a business-to-business sales environment with a multi-stage sales process.
- Strong track-record of independently generating leads, qualifying prospects, and closing deals.
- Proficiency in utilizing Excel for data analysis and reporting.
- Experience with Salesforce and Salesloft, or similar CRM and sales automation tools.
- Excellent communication and negotiation skills, with the ability to build rapport and establish trust with clients.
- Self-motivated and target-driven, with a passion for exceeding sales goals.
- Strong organizational and time management abilities to effectively prioritize tasks and meet deadlines.
Pay range and compensation package
Competitive compensation package that includes Commission Schedule, Benefits, GRSP match program, education/CE reimbursement, and vacation flex. Base compensation will be based on experience and capabilities in Group Sales $70,000 - $110,000 - your sales performance and commission earnings will determine the rest.
Equal Opportunity Statement
Have a book of business to sell? Interested in joining forces with our team to leverage our technology and products for your Group practice? - Contact our team directly with your interest - [email protected]
