Sales Executive - Personal Insurance

Marsh McLennan•Kalispell, MT

About The Position

Marsh McLennan Agency is seeking a passionate and dynamic Sales Executive for its Personal Insurance division. The role serves as a trusted partner and advisor to clients, understanding their lifestyle concerns and insurance needs and tailoring personal risk management solutions to their circumstances. The position includes a hands-on training program, consistent feedback and development, mentorship, and access to resources while working alongside sales professionals. The successful candidate will represent the brand with excellence and integrity, collaborate across the organization, and contribute to shared success.

Requirements

  • Passion for sales and understanding of the sales process and value proposition.
  • Business, interpersonal, and technology aptitude, with motivation to expand a network and drive revenue growth.
  • Ability to consult with clients, anticipate their needs, and offer innovative solutions.
  • Ability to maintain positive relationships with colleagues and work as part of a team.
  • Ability to lead by example.
  • Interest in learning, improvement, and professional development.
  • Ability to adapt to a changing industry and changing client needs.
  • Commitment to the company’s core values: accountability, balance, excellence, integrity, respect, and humanity.

Responsibilities

  • Develop new opportunities through personal-lines referral networks, including wealth advisors, banks and financial institutions, law firms, accountants, and other referral sources.
  • Evaluate and implement personal insurance cross-sell opportunities within the local office and across the Marsh Agency organization.
  • Organize and execute a multi-faceted sales plan to make direct contact with prospects.
  • Participate in the collaborative development and training program to become an expert at identifying and minimizing clients’ risk.
  • Drive sales results by using business acumen and training to increase firm revenue and build a book of business.
  • Partner with the Client Relations team to ensure clients receive consistent communication and service.
  • Represent the brand with excellence and integrity in every interaction and collaborate with colleagues.

Benefits

  • Commission of 40% of new sales revenue.
  • Annual profit sharing.
  • Paid paternity and maternity leave.
  • Medical leave.
  • 401(k) savings.
  • Other wellbeing programs.
  • Hands-on training, consistent feedback and development, mentorship, and access to resources.
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