Sales Executive, Select - 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. This outside-sales role serves as a brand ambassador for Travelers and sells its value proposition to distribution partners. Assigned relationships are generally best served through in-person sales within the geographic territory. The Sales Executive develops sales strategies, manages territorial performance, assesses agency opportunities, and builds long-term relationships with agency partners. The role also collaborates with internal teams, applies data and analytics and Travelers systems to support sales decisions, and uses AI technologies to improve processes, decision-making, and innovation.
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.
- Strong influencing and negotiation skills.
- Ability to build and maintain 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.
- Strong organizational skills to manage complex tasks and priorities and meet sales goals and deadlines.
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.
Responsibilities
- Develop and implement comprehensive sales strategies to expand and manage a portfolio of business and drive profitable growth.
- Own the assigned territory, 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 while providing training and support.
- Pre-qualify accounts as needed.
- Influence agency partners through effective 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 and may identify book transfer opportunities.
- Develop knowledge of competitor products and capabilities and local market trends.
- Use data, analytics, Travelers systems, and platforms to inform sales decisions and measure performance.
- Leverage AI technologies to optimize processes, enhance decision-making, and drive innovation while adapting to emerging AI trends and tools.
- Perform other duties as assigned.
Benefits
- Performance-based cash incentive awards
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
