Sales Executive, Personal Insurance

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

📋 Description

• Create and execute detailed sales strategies aimed at growing and managing a business portfolio, with the goal of fostering profitable expansion.

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

• Perform comprehensive agency diagnostics to evaluate performance and pinpoint growth opportunities.

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

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

• Persuade agency partners through effective communication and negotiation skills.

• Collaborate with internal teams, including Product and Underwriting, to ensure sales strategies align with business objectives.

• 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, capabilities, and local market trends.

• Employ advanced data and analytics for sales decisions and performance evaluation, leveraging extensive knowledge of Travelers' systems and platforms to enhance the sales process.

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

⛳️ 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, driving substantial sales growth, achieving sales targets, conducting agency diagnostics, and utilizing digital sales tools.

• Certified Insurance Counselor (CIC) (or a willingness to pursue certification).

• 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.

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

• Excellent analytical and problem-solving skills.

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

• Exceptional organizational skills to handle complex tasks and priorities effectively, ensuring sales goals and deadlines are met.

🏝️ 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. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.

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

• Wellness Program: The Travelers wellness program includes tools, discounts, and resources that empower you to reach your wellness goals 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 needs.

• 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 enables you to contribute to the charity of your choice.