Sales/Marketing – Growth Facilitator
This role consists of a 24-month training and development program that will prepare the participant to become a sales professional. The focus of the training program will be increasing new submissions, quotes, and premiums through the promotion of retail web-based and telephone quoting systems.
Essential Functions
Increasing new submissions, quotes, and premium by performing the following:
- Conduct at least 20 meetings with customers (in person or via video) a week to demonstrate web and phone quoting capabilities and register new users in order to drive new business submissions in the door.
- Weekly reporting of sales meetings that occurred each week and the forecasting of meetings scheduled for the upcoming weeks.
- Timely follow-up and continuous communication with customers/prospects to find out and take advantage of additional opportunities.
- Systematic prospecting and arranging meetings with potential new customers, and with customers that have not reached their potential.
- Identify and establish a relationship with the key contacts making sure we are doing business with the right people in each retail operation.
- Work with their team to review web activity to spot trends positive and negative and address these trends immediately.
- Establish an active relationship with the Regional Sales Manager and Marketing Director
- Regularly discuss strategy and tactics including sales issues, travel, and follow-up.
- Pursue continuing education and insurance designations/licenses as outlined in the training and development plan. This will require self-study.
- Maintain the social media calendar.
- Present webinars and record quoting demonstrations.
- Support the functions and projects of the marketing team.
Travel:
The job does not require overnight travel with the exception of annual training conferences in Pennsylvania. Participants may travel locally to meet with prospects and clients and to attend networking events. They will be encouraged to participate in associations and conferences to further their network and understanding of the industry.
Required Education and Experience:
College degree OR equivalent business experience preferred but not required
Candidates will be expected to pursue continuing education and insurance designations/licenses as outlined in the training and development plan. This will require self-study.
Strong communication and organizational skills, networking and relationship ability, and ability to work independently in a fast-paced environment
- emain flexible under the pressure of a heavy workload and critical deadlines
Open to coaching and continuous improvement