Sales Executive - Personal Insurance

Marsh•Kalispell, MT

About The Position

Marsh 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 involves developing sales opportunities, building a book of business, and partnering with the Client Relations team to provide consistent communication and service. Marsh Agency provides hands-on training, ongoing feedback and development, mentorship, resources, and support. The company emphasizes collaborative sales, excellence and integrity in client interactions, and colleagues’ contributions to shared success. The role is suited to someone who values consultative selling, professional development, teamwork, adaptability, and client-focused service.

Requirements

Passion for sales and commitment to the sales process and value proposition.
Understanding of business, people, and technology, with motivation to expand a network and drive revenue growth.
Ability to anticipate clients’ needs and provide innovative solutions.
Ability to maintain positive relationships with colleagues and work as part of a team.
Leadership by example.
Commitment to learning, improvement, and professional development.
Ability to adapt to changes in the industry and clients’ needs.
Embrace the company’s core values of 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 networks.
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 applying 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.