Sales Associate at Blue Advisory

Job Description/Responsibilities

Customer Acquisition:

• Actively engage in prospecting and lead generation to acquire new customers.
• Utilize various channels, including online platforms, social media, and networking events, to identify potential clients.

Product Knowledge:

• Develop a deep understanding of the insurtech firm's products and services.
• Effectively communicate product features, benefits, and value propositions to potential customers.

Sales Presentations:

• Conduct compelling sales presentations to showcase the insurtech products and address customer needs.
• Tailor presentations to different audiences, including B2B and B2C clients.

Client Relationship Management:

• Build and maintain strong relationships with clients, providing ongoing support and addressing inquiries.
• Foster customer loyalty through excellent service and personalized interactions.

Sales Targets:

• Set and achieve individual and team sales targets to contribute to the overall sales objectives of the insurtech firm.
• Monitor and report on sales performance regularly.

Lead Qualification:

• Qualify leads based on customer needs, budget, and potential for conversion.
• Prioritize leads to optimize time and effort.

Sales Process Management:

• Manage the entire sales process from lead generation to closing deals.
• Coordinate with internal teams, such as underwriting and customer service, to ensure a seamless customer experience.

Market Research:

• Stay informed about industry trends, competitor activities, and market developments.
• Provide feedback to the marketing and product development teams based on market insights.

Sales Administration:

• Maintain accurate and up-to-date records of customer interactions, transactions, and sales activities.
• Use CRM systems and other tools to streamline the sales process.

Communication Skills:

• Demonstrate effective communication skills, both written and verbal.
• Articulate complex insurance concepts in a clear and understandable manner.

Customer Education:

• Educate customers on the benefits of insurtech solutions, emphasizing the value proposition.
• Address any misconceptions or concerns related to insurance products.

Cross-Selling and Upselling:

• Identify opportunities for cross-selling or upselling additional insurance products or services.
• Maximize revenue generation per customer.

Compliance and Ethics:

• Ensure adherence to regulatory requirements and ethical standards in all sales activities.
• Provide customers with transparent and accurate information.

Feedback Loop:

• Collect customer feedback and insights to contribute to product improvements and service enhancements.
• Collaborate with internal teams to address customer feedback.

Continuous Learning:

• Stay updated on industry best practices, sales techniques, and insurtech innovations.
• Participate in training programs to enhance sales skills and knowledge.

Job Requirements

• 2+ years’ experience minimum in B2B insurance sales
• Solid networking skills.
• Experience using Hubspot for sales management.
• Experience with managing sales funnels and customer success.
• Bachelor’s degree in Business Administration, Marketing or related discipline.
• Effective communication, organizational and problem-solving skills.
• Creative capacity to develop and lead initiatives to improve sales processes.
• Effective capacity to work and collaborate with cross functional teams.
• Proven track record of achieving and exceeding sales targets.
• Ability to efficiently manage multiple sales communications simultaneously