Sales Executive, Personal Insurance

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

📋 Description

• Design and execute thorough sales strategies aimed at broadening and managing a business portfolio, with the goal of fostering profitable growth.

• Take ownership of the designated territory, encompassing business development while utilizing performance metrics to formulate annual plans and oversee territorial performance.

• Perform comprehensive agency diagnostics to evaluate performance and uncover growth prospects.

• Organize agency appointments and cultivate lasting relationships through both in-person and virtual office visits.

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

• Persuade agency partners through proficient communication and negotiation abilities.

• Work collaboratively with internal teams, such as Product and Underwriting, to align sales strategies with business goals.

• Comprehend Travelers Enterprise focus and capitalize on opportunities to cross-sell Travelers products by engaging with business partners in other lines.

• Gain insights into competitor products and capabilities as well as local market trends.

⛳️ Requirements

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

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

• Certification as a Certified Insurance Counselor (CIC) or a willingness to obtain it.

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

• Strong influencing and negotiation skills to encourage agency partners to embrace Travelers products and services.

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

• Excellent analytical and problem-solving skills.

• Capability to define objectives and priorities and achieve these goals in a timely manner.

• Outstanding organizational skills to effectively manage complex tasks and priorities to meet sales targets 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 your first 5% of eligible pay, subject to an annual maximum.

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

• Wellness Program: The Travelers wellness program offers tools, discounts, and resources designed to empower you in achieving your wellness goals and caregiving needs.

• Volunteer Encouragement: We are deeply committed to the communities we serve and actively encourage our employees to engage in volunteer activities.