Sales Executive - Personal Insurance

Northwest Region•Walla Walla, WA

5d•Onsite

About The Position

McDonald Zaring, a part of the Marsh McLennan Agency family, is seeking a passionate and dynamic Sales Executive for its Personal Insurance division. This role involves serving as a trusted partner and advisor to clients, understanding their lifestyle concerns and insurance needs. The ideal candidate excels in consultative selling and tailoring personal risk management solutions. The company offers a supportive environment with hands-on training, consistent feedback, development opportunities, mentorship, and access to resources, expecting candidates to bring their own drive and spirit. The team is committed to excellence, integrity, and collaboration, believing everyone plays a vital role in shared success.

Requirements

Passionate about sales.
Champion of the sales process and value proposition.
Understanding of business, people, and technology.
Driven to seek out opportunities to expand network and drive revenue growth.
Ability to challenge the status-quo and embrace new approaches to insurance.
Consultative approach with the ability to anticipate client needs and provide innovative solutions.
Strong interpersonal skills, even on challenging days.
Team-oriented with the ability to maintain positive relationships with colleagues.
Natural leader who leads by example.
Eagerness to learn and pursue professional development.
Adaptability to industry changes and evolving client needs.
Ability to stay on your toes.
Embrace core values: accountability, balance, excellence, integrity, respect, and humanity.

Responsibilities

Develop new opportunities from personal lines referral networks (wealth advisors, banks/financial institutions, law firms, accountants, etc.).
Evaluate and implement personal insurance cross-sell opportunities within the local office and across the McDonald Zaring organization.
Organize and execute a multi-faceted sales plan to make direct contact with prospects.
Participate in a collaborative development and training program to become an expert at identifying and minimizing client risk.
Drive sales results by leveraging business acumen and training to increase firm revenue and build a book of business.
Partner with the Client Relations team to ensure consistent client communication and service.