Sales Executive, Personal Insurance

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

📋 Description

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

• Oversee the designated territory, focusing on business development while utilizing performance metrics to formulate annual plans and manage territorial performance.

• Perform thorough diagnostics of agencies to evaluate performance and pinpoint growth opportunities.

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

• Identify, onboard, and establish performance goals for new agencies, providing necessary training and support.

• May conduct pre-qualifications of accounts as needed.

• Persuade agency partners through adept communication and negotiation skills.

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

• Comprehend the focus of Travelers Enterprise and identify opportunities for cross-selling Travelers products by engaging with business partners in other lines.

• May recognize opportunities for book transfers.

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

• Employ advanced data analytics for sales decision-making and performance evaluation, leveraging extensive familiarity with Travelers' systems and platforms to support the sales process.

• Utilize AI technologies to refine industry processes, enhance decision-making, and foster innovation, while remaining adaptable 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 significant sales growth, meeting sales targets, conducting agency diagnostics, and utilizing digital sales tools.

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

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

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

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

• Robust analytical and problem-solving capabilities.

• Capability to set objectives and priorities, successfully achieving these within designated timelines.

• Exceptional organizational talents to manage complex tasks and prioritize effectively 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 starting 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 join the Paying it Forward Savings Program. When you make a payment toward 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 annually, in addition to nine paid company holidays.

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

• Volunteer Encouragement: We are deeply committed to the communities we serve and encourage our employees to get involved. Travelers offers a Matching Gift and Volunteer Rewards program to allow you to give back to the charity of your choice.