Sales Associate

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Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to generate sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff. Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Establishes a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year. Capitalizes on opportunities to cross-sell multiple lines of coverage to existing clients; collaborates with department peers and service staff managing the company's various practices to maximize the sale of services provided. Maintains a high level of sales activity through self-driven initiatives to achieve production goals; markets products and services to the appropriate contact. Develops and executes a proactive strategy to source leads, identify and target decision-makers, and make cold calls to obtain opportunities for an appointment and service presentation. Performs a detailed analysis of a prospective client's needs by reviewing their existing insurance / risk management program; makes recommendations for appropriate and competitive coverages. Customizes insurance programs to suit customer needs covering a variety of risks; explains features, advantages and disadvantages of various policies to promote the sale of services. Communicates products and services by developing the appropriate presentation and implementing closing techniques to secure the business. Meets with existing clients on a regular basis to maintain close relationships and ensure required services are provided as expected; acts as an adviser and consultant, helping customers analyze risk and apply innovative solutions to resolve complex risk problems. Maintains accurate and timely electronic records of all prospecting activities utilizing Microsoft CRM software including the data entry of established contacts, sales calls and presentations performed, closed sales achieved, and other follow-up activities. Develops a personal network of contacts for the long-term sourcing of prospects through professional referrals and special-interest groups; participants in community events, non-for-profit boards and other community networking opportunities. Attends industry events, seminars and informational workshops to learn about changes in the competitive market and the new products and services provided; receives technical training and enhances skills to improve account development ability. Stays up-to-date with legislative changes, industry trends and new product offerings; assists in the implementation of company promotional activities and seminars. Attends and participates in all mandatory Business Development Team meetings. OTHER DUTIES AND RESPONSIBILITIES Leads others by example through the sharing of knowledge and skills. Participates in proactive team efforts to achieve departmental and company goals. Complies with all safety policies, practices and procedures; reports all unsafe activities to supervisor and the Human Resource Department. Performs other duties as may be assigned. SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities. DEGREE OF SUPERVISION NEEDED General Direction : receives general guidance with respect to objectives; in the majority of tasks and projects assigned, determines methods, work sequence, scheduling, and how to achieve assigned objectives; operates within specific policy guidelines. PLANNING AND ORGANIZATIONAL REQUIREMENTS Handles multiple tasks simultaneously. PERSONAL CHARACTERISTICS The specific personal traits required to accomplish the essential duties of this job successfully include: A pro-active, goal-driven and confident attitude A service-oriented, collaborative approach Effective networking and relationship-building skills Exceptional interpersonal abilities An outgoing, professional demeanor Excellent listening, verbal and written communication skills Highly-organized, detail-oriented and results-based Insightful, creative and innovative Strong analytical and problem solving skills Competencies To perform the job successfully, an individual should demonstrate the following competencies: GROUP ONE - INTELLECTUAL Problem Solving : identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics. Technical Skills : assesses own strengths and weaknesses; pursues training and development opportunities; strives to build knowledge and skills continuously; shares

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