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Posted : Tuesday, September 03, 2024 07:32 PM
*Inclusively is partnering with a life insurance company to hire a Senior Sales Representative.
* *ABOUT INCLUSIVELY:* Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers.
This includes all disabilities under the ADA, including mental health conditions (e.
g.
anxiety, depression, PTSD), chronic illnesses (e.
g.
diabetes, Long COVID), and neurodivergence (e.
g.
autism, ADHD).
*Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.
* *Location Designation:* Hybrid *Qualifications: *The ideal candidate should possess: * High energy and self-motivation with a "sense of urgency" and a "take charge" attitude to develop quality business relationships with geographically assigned brokers and consultants to drive high quote activity and new business opportunities * Ability to partner internally with service partners and externally with brokers looking for growth opportunities and driving quote activity from inforce book * Ability to quarterback routine/moderately complex issues and willing to be assertive when necessary * Ability to navigate and develop relationships within a matrix organization (underwriting, service, implementation partners) * Demonstrates active listening and exceptional written and verbal communication skills * Excellent presentation skills * Proactively identify and present New Business and Inforce Client sales/growth opportunities; work with matrix partners to guide successful implementation * Ability to work independently and as a team player to achieve goals and objectives * Well organized and able to handle multiple tasks at once while prioritizing as needed * Be a local market resource that has in-depth knowledge of insurance coverages, products and staying abreast on industry updates/changes * Be accountable to deliver an exceptional client and broker sales experience * Acceptable driving record *Job Responsibilities: New Business Sales/Profitable Growth/Retention* * Drive new business pipeline from geographically assigned brokers and consultants.
This includes sourcing RFPs, working with internal underwriting partners to provide quotes, delivering proposals & product presentations to client/brokers.
* Meet or exceed annual business plan as measured by New Business premium and case count * Maintain prescribed monthly broker call activity and new business quote activity * Foster and expand deep broker and consultant relationships * Manage the new business sales process for Life, Accident, Disability and Absence Management products * Partner with internal service partners to develop strategies to ensure optimum upsell penetration * Foster and expand deep broker and consultant relationships * Partner with internal service partners to deliver profitable retention in order to hit annual goals * Deliver and participate in all aspects of renewal process including underwriting negotiations, renewal presentations and follow up renewal acceptances * Attend and participate in industry events to further expand knowledge and relationships * Maintaining compliance tracking in all appropriate systems as needed (quotes, calls, sales) *Other Job Duties* * Participate in new hire trainings and ongoing upskill training * Be a resource, mentor, subject matter expert (internally/externally) * Participate in special projects and bring forward process improvements with enthusiasm and strong work ethic *Teamwork* * Operates in a manner that promotes team success in conjunction with individual success * Be honest and respectful in all dealings with brokers/consultants and internal partners * Communicate effectively in ways that enhance productivity and builds respectful relationships *Role Competency* * Customer Focus * Organizational Agility * Problem Solving * Informing * Perseverance * Interpersonal Savvy * Priority Setting *Qualifications/Education Required* * Excellent communication (verbal and written), presentation, and interpersonal skills * 5+ years of experience in a sales or related field strongly preferred * BA/BS Degree preferred * Life/Accident/Disability/Leave experience preferred * Valid Drivers License * Life and Health Insurance License preferred * Excellent MS Office skills * Ability to use and present technology/online tools effectively * Negotiation and influencing skills *Working Conditions* * Ability to travel domestically/overnight up to 60% may be required * Base Pay + Incentive Comp * Location: Field Sales office (Walnut Creek, CA) #LI - EM1 #LI - HYBRID *Salary range:* 185,000 - 205,000 (Base + Sales Incentive) *Overtime eligible:* Exempt *Discretionary bonus eligible:* No *Sales bonus eligible:* Yes Job Type: Full-time Pay: $185,000.
00 - $205,000.
00 per year Weekly day range: * Monday to Friday Work setting: * Hybrid work Work Location: Hybrid remote in Walnut Creek, CA
* *ABOUT INCLUSIVELY:* Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers.
This includes all disabilities under the ADA, including mental health conditions (e.
g.
anxiety, depression, PTSD), chronic illnesses (e.
g.
diabetes, Long COVID), and neurodivergence (e.
g.
autism, ADHD).
*Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.
* *Location Designation:* Hybrid *Qualifications: *The ideal candidate should possess: * High energy and self-motivation with a "sense of urgency" and a "take charge" attitude to develop quality business relationships with geographically assigned brokers and consultants to drive high quote activity and new business opportunities * Ability to partner internally with service partners and externally with brokers looking for growth opportunities and driving quote activity from inforce book * Ability to quarterback routine/moderately complex issues and willing to be assertive when necessary * Ability to navigate and develop relationships within a matrix organization (underwriting, service, implementation partners) * Demonstrates active listening and exceptional written and verbal communication skills * Excellent presentation skills * Proactively identify and present New Business and Inforce Client sales/growth opportunities; work with matrix partners to guide successful implementation * Ability to work independently and as a team player to achieve goals and objectives * Well organized and able to handle multiple tasks at once while prioritizing as needed * Be a local market resource that has in-depth knowledge of insurance coverages, products and staying abreast on industry updates/changes * Be accountable to deliver an exceptional client and broker sales experience * Acceptable driving record *Job Responsibilities: New Business Sales/Profitable Growth/Retention* * Drive new business pipeline from geographically assigned brokers and consultants.
This includes sourcing RFPs, working with internal underwriting partners to provide quotes, delivering proposals & product presentations to client/brokers.
* Meet or exceed annual business plan as measured by New Business premium and case count * Maintain prescribed monthly broker call activity and new business quote activity * Foster and expand deep broker and consultant relationships * Manage the new business sales process for Life, Accident, Disability and Absence Management products * Partner with internal service partners to develop strategies to ensure optimum upsell penetration * Foster and expand deep broker and consultant relationships * Partner with internal service partners to deliver profitable retention in order to hit annual goals * Deliver and participate in all aspects of renewal process including underwriting negotiations, renewal presentations and follow up renewal acceptances * Attend and participate in industry events to further expand knowledge and relationships * Maintaining compliance tracking in all appropriate systems as needed (quotes, calls, sales) *Other Job Duties* * Participate in new hire trainings and ongoing upskill training * Be a resource, mentor, subject matter expert (internally/externally) * Participate in special projects and bring forward process improvements with enthusiasm and strong work ethic *Teamwork* * Operates in a manner that promotes team success in conjunction with individual success * Be honest and respectful in all dealings with brokers/consultants and internal partners * Communicate effectively in ways that enhance productivity and builds respectful relationships *Role Competency* * Customer Focus * Organizational Agility * Problem Solving * Informing * Perseverance * Interpersonal Savvy * Priority Setting *Qualifications/Education Required* * Excellent communication (verbal and written), presentation, and interpersonal skills * 5+ years of experience in a sales or related field strongly preferred * BA/BS Degree preferred * Life/Accident/Disability/Leave experience preferred * Valid Drivers License * Life and Health Insurance License preferred * Excellent MS Office skills * Ability to use and present technology/online tools effectively * Negotiation and influencing skills *Working Conditions* * Ability to travel domestically/overnight up to 60% may be required * Base Pay + Incentive Comp * Location: Field Sales office (Walnut Creek, CA) #LI - EM1 #LI - HYBRID *Salary range:* 185,000 - 205,000 (Base + Sales Incentive) *Overtime eligible:* Exempt *Discretionary bonus eligible:* No *Sales bonus eligible:* Yes Job Type: Full-time Pay: $185,000.
00 - $205,000.
00 per year Weekly day range: * Monday to Friday Work setting: * Hybrid work Work Location: Hybrid remote in Walnut Creek, CA
• Phone : NA
• Location : 150 N Wiget Ln Ste 112, Walnut Creek, CA
• Post ID: 9005850405
