Senior Executive Sales Consultant

Warner Pacific Insurance Services•Westlake Village, CA

2d•$108,750 - $145,000

About The Position

The Senior Executive Sales Consultant is responsible for driving broker relationships and achieving sales goals through advanced broker growth initiatives and new group submissions. Working independently, this role emphasizes maintaining frequent and impactful communication with brokers to maximize product adoption and overall sales growth. Core responsibilities include re-engaging inactive brokers to develop new sales opportunities, delivering comprehensive product and technology training, and managing a robust pipeline through regular outbound and follow-up calls to active and potential brokers. The Senior Executive Sales Consultant plays a key role in strategic development by refining and executing strategies to meet annual sales targets, using detailed sales status reports to monitor activity, follow-ups, closings, and overall progress toward target achievement.

Requirements

Maintain a valid CA life/health insurance license.
Bachelor's degree from an accredited college or university preferred AND minimum four (4) years of experience in business-to-business or business-to-consumer.
4+ years of Insurance Sales experience.
Ability to self-start and think/act independently.
Exceptional people skills.
Demonstrate consultative skills with internal and external partners.
Exceptional presentation skills to present internally or externally to brokers or carrier partners.
Maintaining confidentiality
Demonstrated ability to effectively negotiate.
Demonstrated ability to multi-task effectively.
Computer literacy and programs such as but not limited to Excel, PowerPoint, Microsoft 365, and Salesforce.
Travel 15-35%
Professional acumen and judgement at internal and external engagements.
Build a Positive Culture: Supports a culture of adaptability and resilience, encouraging the team or organization to continuously improve and evolve.
Effectively communicates and collaborates across teams; ability to explain decisions and processes clearly to peers to obtain a resolution.
Collaborate with both internal and external partners and team members.
Personal Development: Actively reflects on performance, identifying areas of improvement, setting higher standards, and seeking feedback to enhance skills. Displays an increasing ability to assess and adjust behaviors for better outcomes.
Champion for change and innovation embraces innovative ideas; influences and inspires; overcomes resistance; acts proactively.

Responsibilities

Drive results to exceed monthly/annual sales goals and encourage and mentor new hires to support meeting the overall company sales goals.
Recommends appropriate solutions to meet customer needs and resolves complex customer questions or issues independently.
Generates prospective broker opportunities by utilizing complex prospecting strategies and maximizing referrals.
Cultivate complex multi-office and national agency relationships and identify strategies to expand opportunities.
Gathers and analyzes sales trends to develop complex sales strategies. Collaborates with leadership to share insights across the enterprise.
Use sales status reports to monitor sales activity and use highly advanced knowledge on health care to drive external sales.
Identifies and implements resources, including following through on intended outcomes, to achieve or support sales targets and initiatives.
Advocates for process improvement and leads others in identifying and implementing initiatives.
Conducts agency training. Development of strategic agency training plan which could include multi location and/or national. Collaborate with national sales leaders on course material.
Participate and provide representation for company at industry events and conferences to generate new agency leads and develop new business opportunities.
Leads the sales cycle including enrollment from quote through implementation.
Provides consultative discussion as needed on upcoming renewal business.
Make broker connections to follow up on active quotes. Business strategy discussion regarding book of business.
Demonstrate advanced knowledge and understanding of our carrier partner’s, industry trends, underwriting nuances, services, and products. Ability to teach team members about market.
Promotes learning in others by proactively providing and developing information, resources, advice, and expertise with colleagues.
Build relationships with cross-functional/external stakeholders and customers. Independently develop strategic relationships at the carrier level. Is a resource for sales teams with carrier contacts.
Listens to, seeks, and addresses performance feedback; Pursues self-development and independently develops a plan for improvement.
Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; champions change and helps others adapt to new tasks and processes. Facilitate team collaboration to support a business outcome.
Provides thought leadership in communications, mentoring others, and guiding decision-making at all levels. Able to navigate challenging conversations and negotiations with diplomacy and professionalism.
Ensures a high level of customer service including timely and accurate responses.
Completes work assignments autonomously and supports business-specific projects by applying expertise in subject area and business knowledge to generate creative solutions.
Contributes to strategic development by developing and refining strategy to meet annual sales targets, goals, and initiatives, utilizing sales status reports to monitor sales activity, follow-up, closings, and target achievements.
Drive results to exceed monthly/annual sales goals and encourage and mentor new hires to support meeting the overall company sales goals.
being available and participating as a mentor and providing guidance to other sales consultants. For example, leading a masterclass on a specific topic.
Participating in onboarding activities for new hire sales consultants.
Ability to participate in RFP process when competing for an agency.
Collaborate with consultants or high-level brokerage firms/agents.
Able to manage situational complexities.
Document activity and communication in Sales Force.
Demonstrate consistent, outstanding judgment, honesty, and integrity in all aspects of job performance.
Provide back-up in other areas within the department/company as needed/requested.
Detailed knowledge on OOS quoting and familiar with process on core OOS carriers.