Sales Executive, Personal Insurance

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

📋 Description

• Develop and execute comprehensive sales strategies aimed at expanding and managing a business portfolio to drive profitable growth.

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

• Perform thorough agency diagnostics to evaluate performance and discover growth opportunities.

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

• Identify, onboard, and establish performance goals for new agencies, while delivering training and support.

• May pre-qualify accounts as necessary.

• Persuade agency partners through strong communication and negotiation abilities.

• Collaborate with internal teams, including Product and Underwriting, to ensure that sales strategies are aligned with business goals.

• Grasp the focus of Travelers Enterprise and leverage opportunities to cross-sell Travelers products by engaging with business partners across different lines.

• May identify opportunities for book transfers.

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

• Utilize advanced data and analytics for making sales decisions and performance evaluations, drawing on extensive knowledge of Travelers' systems and platforms to enhance the sales process.

• Employ AI technologies to streamline industry processes, improve decision-making, and foster innovation, with a commitment to continuous learning and adapting to emerging AI trends and tools.

• Carry out additional duties as assigned.

⛳️ Requirements

• Bachelor’s degree in sales, marketing, business, or a related field.

• A minimum of four years of experience in insurance sales or a related field, managing a book of business, achieving substantial sales growth, meeting sales targets, conducting agency diagnostics, and utilizing digital sales tools.

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

• In-depth knowledge of Travelers products and the general Property & Casualty marketplace.

• Strong influencing and negotiation skills to motivate agency partners to adopt Travelers products and services.

• Proven ability to collaboratively establish and maintain relationships with a diverse array of stakeholders, both internally and externally.

• Strong analytical and problem-solving capabilities.

• Ability to set goals and priorities, meeting these objectives in a timely manner.

• 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 first day of employment.

• Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to 5% of eligible pay, subject to an annual maximum.

• If you have student loan debt, you can join the Paying it Forward Savings Program. When you make a payment on your student loan, Travelers will contribute annually to your 401(k) account.

• You are also eligible for a Pension Plan that is fully funded by Travelers.

• Paid Time Off: Begin your career at Travelers with a minimum of 20 days of Paid Time Off each year, plus nine paid company holidays.

• Wellness Program: The Travelers wellness program offers tools, discounts, and resources to help you achieve your wellness goals and caregiving needs. Additionally, our mental health program provides access to free professional counseling services, health coaching, and other resources to support your daily life.

• Volunteer Encouragement: We are deeply committed to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that allows you to support the charity of your choice.