Note: The job is a remote job and is open to candidates in USA. The Institutes is a not-for-profit organization based in Malvern, Pennsylvania, focused on risk management and insurance education. The Sales Account Executive, Agent & Broker is responsible for maintaining and growing customer relationships and sales volume, developing strategic sales plans, and positioning the organization as a key partner for clients' strategic objectives.
Responsibilities
- Build and maintain relationships and sales revenues with assigned customers by understanding their needs and developing customer-focused solutions
- Focus on organizations and customers where TI can have the most significant impact for their organizations, the industry and as a whole to garner significant revenue opportunities for TI
- Develop virtual selling capabilities that are relevant to assigned accounts
- Use market intelligence, social media and networking opportunities to develop relationships with prospects, stakeholders or influencers within assigned accounts
- Work with local industry association groups as appropriate to access association membership and corporate customers in furtherance of the organization’s strategy and goals
- Work closely with Vice President – Agent & Broker Group to achieve overall revenue targets
- Record sales activities in CRM within in a timely manner. Meet or exceed sales activity metrics
- Other responsibilities and projects as assigned
Skills
- College degree required
- Minimum 5-7 years successful sales or client management experience
- Strong communication and interpersonal skills including public speaking
- Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook, Teams)
- Willingness to travel is required
- Experience in the risk management and insurance industry strongly preferred
Benefits
- 401(k) plan with company contribution up to 16%
- Generous time off package that includes paid vacation, personal, sick, and holidays
- Paid maternity and parental leave
- Tuition reimbursement
- Medical, dental, vision, and prescription coverage
Company Overview
The Institutes are the leading provider of risk management and insurance education and resources through our global ecosystem of 18 brands and affiliates. It was founded in undefined, and is headquartered in , with a workforce of 201-500 employees. Its website is https://global.theinstitutes.org/.