Sales Account Executive, Agent & Broker

The Institutes • Malvern, PA

10h • Remote

About The Position

Located in beautiful Malvern, Pennsylvania, The Institutes® are a not-for-profit comprised of diverse affiliates that educate, elevate, and connect people in the essential disciplines of risk management and insurance. Through products and services offered by our nearly 20 affiliated business units, people and organizations are empowered to help those in need with a focus on understanding, predicting, and preventing losses to create a more resilient world. Additionally, we understand the importance of work-life balance—in 2025 Philly.com named us a Top Workplace for the tenth year and USA Today named us a USA Top Workplace for the third year. We provide excellent benefits and a friendly, team-focused work environment to drive employee engagement. The Sales Account Executive, Agent & Broker is responsible for maintaining and growing relationships and sales volume with customers assigned by the Vice President – Agent & Broker Group. This position is responsible for developing and executing strategic sales plans that support overall TI strategic initiatives. This includes developing an intimate knowledge of customers and positioning TI as a strategic partner helping customers solve their major strategic objective issues, and not just as an education provider.

Requirements

• College degree required.
• Minimum 5-7 years successful sales or client management experience.
• Experience in the risk management and insurance industry strongly preferred.
• Strong communication and interpersonal skills including public speaking.
• Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook, Teams).
• Willingness to travel is required.

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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree