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P&C Client Executive

Company: NFP Corp
Location: Capistrano Beach
Posted on: May 15, 2022

Job Description:

NFP, a leading insurance broker and consultant that provides employee benefits, property & casualty, retirement, individual insurance and wealth management solutions is looking for new sales personnel with little to no insurance experience, but who have a passion for sales and growth in one of the few recession-proof sales environments in the country. After completing initial training and being paired with a sales mentor, the Client Executive, Sales is responsible for selling insurance products to new and existing middle market clients through an integrated selling strategy. Achieving sales results, developing strong relationships with key client and prospect stakeholders. Identifying prospective clients and working to develop relationships and close new client relationships. Primary focus is new business sales.Essential Duties and Responsibilities:

  • Identifies, develops and initiates plans to increase sales to middle market clients
  • Leads sales activities with middle market clients and prospects over $10,000 in revenue
  • Works with sales enablement and team members to sell P&C products to new and existing clients
  • Achieve cross-sell targets with team members in Benefits and Retirement divisions
  • Confers with senior management on setting targets and reports actual results.
  • Reviews sales results with other members of the sales team, strategizing changes and troubleshooting problems
  • Develops and maintains relationships with key client and prospect stakeholders and carrier representatives
  • Confers with local and regional management on setting and achieving integrated selling targetsKnowledge, Skills, and/or Abilities:
    • Interest in learning P&C industry trends, carrier products and services and market trends
    • Ability to work independently and anticipate client and team needs
    • Effective time management and decision making skills
    • Diligent follow up skills
    • Ability to express ideas clearly in both written and oral communications
    • Strong Microsoft Excel and PowerPoint skills
    • Commanding presentation and public speaking abilitiesEducation and/or Experience:
      • BA/BS preferred
      • 0-5 years of sales experience.Certificates, Licenses, Registration:
        • CA Property and Casualty Broker-Agent License (required within 60 days of hire, paid for by company)
        • CA Life, Accident and Health Agent License (optional)Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.

Keywords: NFP Corp, Laguna Beach , P&C Client Executive, Other , Capistrano Beach, California

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