Sales Account Executive, Agent, Broker

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Establish and nurture relationships and sales revenue with designated clients by comprehending their needs and crafting customer-centric solutions.

• Concentrate on organizations and clients where The Institutes can make a significant impact and create substantial revenue opportunities.

• Develop virtual selling capabilities pertinent to assigned accounts.

• Leverage market intelligence, social media, and networking opportunities to foster relationships with prospects, stakeholders, and influencers.

• Collaborate with local industry associations to access association membership and corporate clientele.

• Partner closely with the President – Agent & Broker Group to achieve overall revenue targets.

• Log sales activities in the CRM promptly and meet or exceed sales activity benchmarks.

• Undertake additional responsibilities and projects as assigned.

⛳️ Requirements

• A college degree is mandatory.

• A minimum of 5–7 years of proven experience in sales or client management.

• Experience in the risk management and insurance sectors is highly preferred.

• Excellent communication and interpersonal skills, including public speaking capabilities.

• Proficient in Microsoft Office Suite (Word, PowerPoint, Excel, Outlook, Teams).

• Willingness to travel is required.

• Capability to develop and maintain robust industry relationships.

• Aptitude for retaining business, closing sales, proactively seeking new business, and identifying cross-sell opportunities.

• Strategic thinking, problem-solving skills, creativity, and innovation.

• Outstanding oral and written communication skills.

• Ability to communicate effectively across all organizational levels, both internally and externally.

• Competence in identifying, observing, and analyzing problems and data.

• Skill in formulating business questions and pursuing insights.

• Ability to assess alternatives, risks, and rewards when making decisions.

• Capability to collaborate across organizational boundaries.

• Ability to maintain ongoing communication from a remote/home office.

• Willingness to travel moderately throughout the year; weekend travel may be necessary for conferences and meetings.

🏝️ Benefits

• 401(k) plan with company contribution up to 16%.

• Comprehensive time-off package that includes paid vacation, personal, sick days, and holidays.

• Paid maternity and parental leave.

• Tuition reimbursement available.

• Coverage for medical, dental, vision, and prescriptions.

• Emphasis on work-life balance.

• Supportive, team-oriented work environment.