Small Business Employee Benefits Sales

Gallagher•Portland, OR

About The Position

Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what’s right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job; you’ll find a culture built on trust, driven by collaboration, and sustained by the belief that we’re better together. Whether you join us in a client-facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s what it means to live The Gallagher Way. With 18,000 Small Business clients across the United States, we provide custom tailored solutions to help small businesses build better Benefits and HR strategies. Our Small Business Producers are dedicated to driving new business growth by acquiring new clients and expanding our market presence in the small business market. This role requires a proactive approach to sales, focusing on high-volume deal closure. Success in this position involves building a robust pipeline, striving to close one new deal per week, and developing a personal brand aligned with Gallagher’s high-achieving, collaborative, and innovative culture.

Requirements

Bachelor's degree, 1 year related experience, and appropriate insurance licensing required
OR Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required
OR High School Diploma/GED and 6 years experience.
Act independently with minimal direction.
Strong communication and interpersonal skills.

Nice To Haves

Professional designation may be preferred, including CEBS, CPCU, CIC or ARM.

Responsibilities

Act as an entrepreneur, developing a book of business by acquiring new clients and closing one new deal per week.
Build and maintain a network of internal and external contacts to help generate leads and referrals.
Establish and maintain a new business pipeline of qualified leads exceeding five times goal. Weekly, ensure all tracked pipeline information is current and reflects actual activity and stage in the sales process.
Prioritize tasks and manage your time efficiently, enabling you to handle multiple prospects and clients simultaneously. Embrace resilience and persistence to maintain motivation and focus, transforming challenges and setbacks into opportunities for growth and success in a high-volume sales environment.
Conduct client discovery with confidence, engaging with business owners and key stakeholders to understand their needs and provide tailored solutions.
Capably consult clients independently, recognizing opportunities to bring in other subject matter experts as needed.
Schedule regular check-ins with the Client Service team to stay informed about account status and strategize on expanding accounts.
Take responsibility for scheduling internal client account review meetings, ensuring timely and thorough completion of prescribed process to ensure client retention, always thinking creatively about next steps needed to expand the account.
Semi-annually or as often as necessary, brief the Regional Small Business Market Leader and the Area President/Area EVP as to the status of all key accounts.
Enthusiastically embrace and partner with the Gallagher Benefit Services organization.
Identify an internal network of supportive figures (Producer peers, Consultants, Leaders, etc.) to be relied upon for guidance and advice. Set informal meetings with these individuals as needed.
Be able to introduce the Small Business Solutions (across all business lines) an articulate our value to prospects and clients, with the goal of providing introductions to other relevant Gallagher SMEs.
Identify a Gallagher Global Broking (GGB P&C) Producer or Producers to partner with, starting with identifying opportunities and providing warm introductions for that Producer among your GBS clients and requesting reciprocal introductions to GGB clients.
Within six months, gain introductions to division level resource leaders across the breadth of the Gallagher Better Works model.
Know your competition. Provide information as to wins/losses you are aware of in the market and always schedule post-presentation reviews that include all Gallagher participants.
Regularly solicit feedback on your performance in client-facing and internal colleague-facing settings.
At prospecting, proposal, and account management stages, provide training through partnership with junior team members. Highlight complex client strategy and technical analysis as well as emphasis on client value, compliance and ethical conduct.
Speak up regarding succession opportunities of interest. Provide guidance to leaders who seek to ensure your career progresses in the most rewarding manner possible.

Benefits

Competitive and comprehensive compensation package
Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program