TRACY-DRISCOLL & COMPANY, INC. ’ Bristol, CT
ABOUT US
Tracy-Driscoll & Company is a well-established Independent Insurance & Financial Sales Organization. Partnered with key insurers, we offer: a diversified range of Home, Auto, Business & Life insurance products, Innovative marketing initiatives, and a highly proficient service team.
Providing comprehensive insurance solutions for over 95 years, we lead the charge as an Independent Agency, implementing advanced solutions to protect our clients wherever they go… in Work, Life, and Play.
THE TRACY-DRISCOLL DIFFERENCE
You’ll be part of a motivated Sales team looking to take their careers to the next level by leveraging the industry’s best combination of quality products, sales and marketing support, competitive compensation (including health insurance and pension), qualified leads, training and exceptional resources to help you build your business. We invite you to learn more about our company.
RESPONSIBILITIES of Insurance Sales Executive
Our Sales Executives are self-driven professionals who earn the level of income they desire by providing clients and customers with objective advice and product solutions. Fostered by the strong foundation attributed to our organization, within this role you will:
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- Build and develop your sales function, carrying out all sales and service initiatives
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- Develop and execute a strategic revenue plan, penetrating market sectors, targeting accounts, developing pitches and relationships, and acquiring customers
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- Develop and implement annual sales plans to support achieving revenue and gross margin targets while staying within company strategy and objectives
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- Evaluate success of sales programs and implement changes to ensure goals are achieved
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- Review carrier appetites to align with customer needs
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- Oversee sales support activities including contracts, proposals, and administration
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- Deliver sales presentations to key clients
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- Meet with key clients to maintain relationships and negotiate and close deals
SKILLS & REQUIREMENTS of Insurance Sales Executive
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- Connecticut P&C Producer License
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- Bachelor’s Degree or equivalent experience preferred
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- Minimum 3-5 years’ experience in Insurance/Sales
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- Prefer a strong revenue generator with a history of success in sales
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- Strong technical skills in strategic and sales planning
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- Solid understanding of selling
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- Ability to organize and manage multiple priorities
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- Excellent interpersonal, influencing and communication skills including presentation skills
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- Ability to source and aggressively pursue potential customers
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- Outstanding negotiation and closing skills. Detail oriented with excellent follow-up skills
- APPLIED (TAM) experience preferred
