Sales Executive, Select - Melville, NY

Military Spouse Corporate Career Network•Melville, NY

About The Position

The Sales Executive, Select manages and develops a moderately complex group of Travelers agency assignments and territories, optimizing growth within defined new-business, retention, and profitability goals. The role represents Travelers as a brand ambassador and sells its value proposition to distribution partners. It is an outside sales position; assigned distribution relationships are generally best served through in-person sales within the geographic territory. The Sales Executive Team manages a high-performing sales culture, executes sales strategies aligned with business objectives, builds relationships with customers, distribution partners, and colleagues, and creates tactical plans for profitable growth. The team also uses digital strategies, leads relationships with aggregator and networking groups, and works with agents to expand revenue streams.

Requirements

At least three years of professional experience in sales, sales support, or a relevant insurance field.
Must live in the territory managed.
Ability to travel up to 75% of the time.

Nice To Haves

Bachelor's degree in sales, marketing, business, or a related field.
Four or more years of insurance sales or related experience managing a book of business, driving significant sales growth, achieving sales targets, conducting agency diagnostics, and using digital sales tools.
Certified Insurance Counselor (CIC) designation, or willingness to pursue it.
Strong knowledge of Travelers products and the general Property & Casualty marketplace.
Strong influencing and negotiation skills to encourage agency partners to adopt Travelers products and services.
Ability to build and maintain collaborative relationships with diverse internal and external stakeholders.
Strong analytical and problem-solving skills.
Ability to define goals and priorities and meet them in a timely manner.
Exceptional organizational skills to manage complex tasks and priorities and meet sales goals and deadlines.

Responsibilities

Develop and implement sales strategies to expand and manage a portfolio of business and drive profitable growth.
Own the assigned territory, develop business, use performance metrics to create annual plans, and manage territorial performance.
Conduct agency diagnostics to assess performance and identify growth opportunities.
Facilitate agency appointments and build long-term relationships through in-person and virtual office visits.
Prospect, onboard, and set performance goals for new agencies, providing training and support.
Pre-qualify accounts as needed.
Influence agency partners through communication and negotiation.
Collaborate with Product, Underwriting, and other internal teams to align sales strategies with business objectives.
Identify opportunities to cross-sell Travelers products with business partners in other lines and, when appropriate, identify book transfer opportunities.
Develop knowledge of competitor products and capabilities and local market trends.
Use data, analytics, Travelers systems, and platforms to guide sales decisions and measure performance.
Use AI technologies to optimize processes, enhance decision-making, and support innovation while adapting to emerging AI trends and tools.
Perform other duties as assigned.