Sales Executive, Personal Insurance

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

📋 Description

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

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

• Perform thorough 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.

• Prospect and onboard new agencies, establishing performance goals while providing necessary training and support.

• May pre-qualify accounts as required.

• Influence agency partners through adept communication and negotiation skills.

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

• Grasp the focus of Travelers Enterprise and seize opportunities to cross-sell Travelers products by engaging with business partners in other lines.

• May identify opportunities for book transfers.

• Develop an understanding of competitor products and capabilities, as well as local market trends.

• Employ advanced data and analytics for sales decision-making and performance measurement, leveraging in-depth knowledge of Travelers' systems and platforms to bolster the sales process.

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

• Perform other duties as assigned.

⛳️ Requirements

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

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

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

• Comprehensive 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 build and sustain relationships with a diverse array of stakeholders, both internally and externally.

• Strong analytical and problem-solving abilities.

• Capacity to define goals and priorities and achieve them in a timely manner.

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

• If you have student loan debt, you may enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will contribute annually into your 401(k) account.

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

• Paid Time Off: Begin your career at Travelers with a minimum of 20 days of Paid Time Off annually, in addition to 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.

• Moreover, our mental health program offers access to free professional counseling services, health coaching, and additional resources to support your daily life needs.

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