Personal Risk Client Executive

National Financial Partners • Palm Springs, CA

217d • $85,000 - $115,000 • Hybrid

About The Position

The Client Executive is a sales position responsible for maintaining and growing a book of business. This role involves managing smaller, less sophisticated accounts while developing skills to support larger, more complex accounts. The Client Executive will focus on less complex clients and prospects, receiving regular coaching and mentoring from more senior sales leaders. They will service assigned accounts on an ongoing basis, potentially working alongside an Account Manager or Account Executive. The position requires developing and increasing sales for the assigned book of business or territory by compiling lists of prospective customers from various sources. The Client Executive will confer with management on setting and achieving integrated selling targets, report actual results to the team, and utilize tools such as Salesforce and Epic. They will also review sales results for assigned clients, strategize changes, and troubleshoot problems while developing and maintaining relationships with key prospect and client stakeholders. The role increasingly requires independent judgment, supported by general supervision, and may involve providing informal leadership based on experience.

Requirements

• Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services.
• Ability to work independently and anticipate client and team needs.
• Effective time management and decision making skills.
• Diligent follow up skills.
• Ability to express ideas clearly in both written and oral communications.
• Strong Microsoft Excel and PowerPoint skills.
• Commanding presentation and public speaking abilities.
• High School graduate (or equivalent), BA/BS preferred.
• 2-5 years of directly related industry experience.
• Insurance Broker's license required representing the coverages being sold.

Responsibilities

• Manages smaller, less sophisticated accounts, with expectations of developing skills to support larger, more complex accounts.
• Focuses on less complex clients and prospects.
• Receives regular coaching/mentoring from more senior sales leaders.
• Services assigned accounts on an ongoing basis; may jointly service the client together with an Account Manager and/or an Account Executive.
• Responsible for developing and increasing sales for assigned book of business and/or territory/industry sector.
• Compiles lists of prospective customers for use as sales leads.
• Confers with management on setting and achieving integrated selling targets.
• Reports actual results to team and utilizes tools such as Salesforce and Epic.
• Reviews sales results for assigned clients, strategizing changes and troubleshooting problems.
• Develops and maintains relationships with key prospect and client stakeholders.
• Acts as subject matter expert for company products and services.
• Exercises independent judgment subject to general supervisor support.
• Performs other duties as assigned.
• May provide informal leadership based on experience without official supervisory responsibility.

Benefits

• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Funds, Trusts, and Other Financial Vehicles
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees