Insurance Sales Strategist, B2B SaaS & Demand Generation
Overview
Lead insurance business development for licensed professionals aiming to launch their own venture. Owner mindset drives strategic decisions on sales operations and planning.
What You'll Do12
- 1Develop and execute personalized business development strategy aligned with organizational goals
- 2Evaluate lead sources and create new ones through networking and external groups
- 3Assess market opportunities and identify target customer segments
- 4Convert quotes into active policies through discovery and customer engagement
- 5Sell and cross-sell diverse insurance products including auto home life and specialty lines
- 6Conduct discovery reviews to understand coverage needs and recommend appropriate limits
- 7Assess risk exposures and long-term insurance requirements
- 8Provide strategic insurance insights and resolve service requests
- 9Establish activity strategies based on market analysis and business objectives
- 10Identify and nurture relationships with customers referral contacts and stakeholders
- 11Manage personal book of business independently
- 12Complete professional development milestones including licensing and product training
Requirements7
- 1Minimum one year sales and customer experience
- 2Property and Casualty license
- 3Life and Health license
- 4Strong verbal communication and listening skills
- 5Self-motivated with proactive results-driven mindset
- 6Ability to operate in physically demanding environments
- 7Clear vision for long-term career growth
Salary Insight
$36k per year
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