Sales Executive

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

📋 Description

• Serve as a brand ambassador between the organization and its partnerships as well as the agency network.

• Drive profitable revenue growth within a designated territory.

• Establish and nurture strong agency relationships.

• Identify and explore new and emerging business opportunities.

• Collect and communicate insights on market trends, competitor activities, and feedback on current products.

• Develop, organize, and implement territory strategies to achieve or surpass premium and policy objectives.

• Identify and pursue new business opportunities while seeking agency appointments.

• Conduct personal visits and engage in various field sales activities with current agencies.

• Gather, organize, and share market intelligence and trends with leadership.

• Collaborate with teams in sales, product development, claims, agency support, licensing, marketing, and customer service/underwriting.

• Interact face-to-face with agencies and partners in the field.

• Assess territory data and prioritize agencies and relationships for growth or enhancement.

• Train agents on underwriting guidelines, procedures, programs, websites, and rating tools.

• Facilitate training sessions individually, in small groups, and for larger audiences.

• Keep accurate records of field activities, agency intelligence, personnel and contact details, strategy, and appointment documentation.

• Provide paperwork, reports, and documentation in an organized and timely manner.

• Participate in insurance association conventions, seminars, trade shows, and agency-related events.

• Undertake additional responsibilities as assigned by leadership.

• Frequent and extensive travel outside the designated territory may be required.

⛳️ Requirements

• A minimum of 3 years of sales experience.

• At least 1 year of insurance experience is preferred.

• A Bachelor's degree (preferably in Business or Marketing).

• Bilingual capabilities are a plus.

• Solid understanding of insurance operations, including underwriting, claims, marketing, and product management.

• Must possess and maintain an acceptable driving record.

• Strong communication skills are essential.

• Competent public speaking abilities.

• A flexible attitude and a highly motivated self-starter mentality.

• Intermediate to advanced proficiency in manipulating, segmenting, and interpreting data via spreadsheets.

• Highly skilled in time management.

• Strong critical thinking skills and logical problem-solving capabilities.

• Ability to interpret statistical data from company reports and develop action plans based on insights derived from that data.

• Residency in the San Antonio/Austin area is required.

• This is a remote position based in Texas.

🏝️ Benefits

• Annual discretionary bonus.

• Medical benefits.

• Dental benefits.

• Vision benefits.

• Paid Time Off (PTO).

• 401k plan.