Sales Executive

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

📋 Description

• Create and execute detailed sales strategies aimed at growing and managing a business portfolio to drive profitable expansion.

• Take ownership of the assigned territory, focusing on business development by utilizing performance metrics to formulate annual plans and oversee territorial outcomes.

• Perform comprehensive diagnostics of agencies to evaluate performance and uncover growth potential.

• Coordinate agency appointments and cultivate long-term relationships through both in-person and virtual office visits.

• Identify, onboard, and establish performance objectives for new agencies while offering training and support.

• May conduct pre-qualification of accounts as necessary.

• Persuade agency partners through proficient communication and negotiation abilities.

• Work in collaboration with internal teams such as Product and Underwriting to ensure that sales strategies align with business goals.

• Grasp the focus of Travelers Enterprise and capitalize on opportunities to cross-sell Travelers products by engaging with business associates in different lines.

• May recognize opportunities for book transfers.

• Acquire knowledge of competitor products, capabilities, and local market trends.

• Employ advanced data analytics to inform sales decisions and measure performance, leveraging extensive knowledge of Travelers’ systems and platforms to facilitate the sales process.

• Utilize AI technologies to enhance industry processes, improve decision-making, and foster innovation while continuously adapting to new AI trends and tools.

• Undertake additional responsibilities as assigned.

⛳️ Requirements

• A Bachelor's degree in sales, marketing, business, or a related discipline.

• Four or more years of experience in insurance sales or a related field, managing a book of business, driving notable sales growth, meeting sales targets, conducting agency diagnostics, and using digital sales tools.

• Certified Insurance Counselor (CIC) designation (or willingness to pursue it).

• Strong understanding of Travelers products and the general Property & Casualty marketplace.

• Excellent influencing and negotiation abilities to motivate agency partners to embrace Travelers products and services.

• Demonstrated capability to collaboratively build and sustain relationships with a diverse array of stakeholders, both internally and externally.

• Strong analytical and problem-solving abilities.

• Skill in defining objectives and priorities and achieving these goals within set timelines.

• Exceptional organizational skills to manage complex tasks and priorities effectively in order to meet sales goals and deadlines.

🏝️ Benefits

• Health Insurance: Employees and their eligible family members—including spouses, domestic partners, and children—are eligible for coverage from the very first day of employment.

• Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can join the Paying it Forward Savings Program, where Travelers will make an annual contribution to your 401(k) account when you make a payment toward your student loan. You are also eligible for a Pension Plan that is 100% funded by Travelers.

• Paid Time Off: Begin your journey at Travelers with a minimum of 20 days of Paid Time Off each year, in addition to nine paid company holidays.

• Wellness Program: The Travelers wellness initiative includes tools, discounts, and resources that empower you to achieve your wellness objectives and caregiving needs. Additionally, our mental health program offers access to free professional counseling services, health coaching, and other resources to support your daily life requirements.

• Volunteer Encouragement: We are deeply committed to the communities we serve and strongly encourage our employees to participate. Travelers offers a Matching Gift and Volunteer Rewards program that allows you to contribute to the charity of your choice.