P&C Client Executive
Company: NFP Corp
Location: Fair Oaks
Posted on: May 15, 2022
Job Description:
NFP, a leading insurance broker and consultant that provides
employee benefits, property & casualty, retirement, individual
insurance and wealth management solutions is looking for new sales
personnel with little to no insurance experience, but who have a
passion for sales and growth in one of the few recession-proof
sales environments in the country. After completing initial
training and being paired with a sales mentor, the Client
Executive, Sales is responsible for selling insurance products to
new and existing middle market clients through an integrated
selling strategy. Achieving sales results, developing strong
relationships with key client and prospect stakeholders.
Identifying prospective clients and working to develop
relationships and close new client relationships. Primary focus is
new business sales.Essential Duties and Responsibilities:
- Identifies, develops and initiates plans to increase sales to
middle market clients
- Leads sales activities with middle market clients and prospects
over $10,000 in revenue
- Works with sales enablement and team members to sell P&C
products to new and existing clients
- Achieve cross-sell targets with team members in Benefits and
Retirement divisions
- Confers with senior management on setting targets and reports
actual results.
- Reviews sales results with other members of the sales team,
strategizing changes and troubleshooting problems
- Develops and maintains relationships with key client and
prospect stakeholders and carrier representatives
- Confers with local and regional management on setting and
achieving integrated selling targetsKnowledge, Skills, and/or
Abilities:
- Interest in learning P&C industry trends, carrier products
and services and market trends
- Ability to work independently and anticipate client and team
needs
- Effective time management and decision making skills
- Diligent follow up skills
- Ability to express ideas clearly in both written and oral
communications
- Strong Microsoft Excel and PowerPoint skills
- Commanding presentation and public speaking abilitiesEducation
and/or Experience:
- BA/BS preferred
- 0-5 years of sales experience.Certificates, Licenses,
Registration:
- CA Property and Casualty Broker-Agent License (required within
60 days of hire, paid for by company)
- CA Life, Accident and Health Agent License (optional)Physical
Demand: The physical demands described here are representative of
those that must be met by an employee to successfully perform the
essential functions of this job. While performing the duties of
this Job, the employee is regularly required to sit; use hands to
handle or feel and talk or hear. The employee is frequently
required to reach with hands and arms. The employee is occasionally
required to stand and walk. Specific vision abilities required by
this job include close vision and distance vision.
Keywords: NFP Corp, Sacramento , P&C Client Executive, Other , Fair Oaks, California
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