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Sales Business Development Executive

Company: Aston Carter
Location: Waukesha
Posted on: September 21, 2022

Job Description:

Description:ESSENTIAL FUNCTIONS1. Develop new business leads into closed revenue through partnering with Account Executives.2. Meet with new prospective agency clients, follow-up on and work with existing prospective clients; manage the sales process.3. Identify prospects with the potential to close within the next year and establish a specific communication and contact strategy.4. Support the retention efforts for existing books of business.PERFORMANCEObjective (80%) - New Business RevenueResponsibilities/Duties. Identify and develop insurance prospects; network with Centers of Influence.. Develop, follow and complete a business plan.. Respond to referrals quickly and effectively.. Create and maintain prospect lists.. Originate and close new clients to meet revenue goals.. Identify and actively pursue prospective client meetings.. Leverage Salesforce for managing pipeline and the sales process.. Work with Sales team on next steps for each prospect visit to include closing the file, working on the account over the long-term or getting an AE involved immediately.. Work with AE's and other members of the team to onboard and deep sell new clients.. Actively pursue and work key target prospects.. Follow-up with prospects on educational seminars, market alerts, workshops, etc.. Meet with prospects at least once per year.. Work with Sales Leadership to identify the best AE fit for specific leads.. Work with the AE through the sales process to ultimately win the business.. Continue to meet with key decision makers in your book of business and work to cross sell accounts.Objective (15%) - Retention SupportResponsibilities/Duties. Entertain clients and build long lasting relationships with book of business.. Attend various meetings including pre-planning meetings, renewal meetings, annual risk management sessions, etc.Measurement. Client Retention meets agency goals.Objective (5%) - Personal DevelopmentResponsibilities/Duties. Stay current with new risk management ideas and strategies.. Understand and utilize the resources Internal has to offer.. Understand carrier products and sales goals.Skills:sales, insuranceTop Skills Details:sales,insuranceAdditional Skills & Qualifications:EDUCATIONAL REQUIREMENTS. Bachelor's degree (B.A. or B.S.) from four-year college or university and a minimum of five years related insurance/sales experience and/or training; or equivalent combination of education and experience required.LICENSE(S) or CERTIFICATE(S) REQUIRED. Wisconsin Insurance license is desired. Insurance designation is desiredKNOWLEDGE, SKILL AND ABILITY REQUIREMENTS. Working knowledge of insurance and sales industry terminology.. Detailed knowledge of Internal services and resources.. Detailed knowledge of Internal competition and Internal areas of differentiation.. Ability to make presentations to high level executives.. Previous relevant professional experience is desired.. Excellent interpersonal skills.. Excellent analytical ability.. Excellent delegation skills.. Excellent written and verbal communication skills.


About Aston Carter:
Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you.
At Aston Carter, we're dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions - from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.
Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients' capabilities by seeking solvers and delivering solutions to address today's workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit Aston Carter is a company within Allegis Group, a global leader in talent solutions.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.

Keywords: Aston Carter, Waukesha , Sales Business Development Executive, Other , Waukesha, Wisconsin

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