Sales Enablement Specialist, Commercial Risk Management - Insurance Advisory Solutions

The Sales Enablement Specialist will work directly with a Partner-level Advisor to generate new sales opportunities, nurture existing client relationships and create customer-facing presentations. The ideal candidate will be a hardworking, task-oriented, project manager, flexible to changing business needs within an entrepreneurial environment.

Under the general supervision of the Director of Sales, you will begin with an in-depth training program to gain technical knowledge of employee benefits insurance, effective selling techniques and learn the firm’s insurance and risk management value proposition to support the clients’ needs and passions.

• Identify new leads that fit the target prospect profile
• Execute top-of-the-funnel lead generation activities to uncover new sales opportunities via phone, email, social media.
• Create compelling content and execute drip campaigns to targeted companies that fit the firm’s “ideal client profile.”
• Help to coordinate and plan webinars and in person educational events for existing clients and prospects.
• Develop an understanding of our business development model and assist Partner in execution.
• Generate and execute long-cycle business development strategies, document meaningful activity and track results.
• Create unique and creative content to communicate proposed solutions to prospects and clients.
• Work with a mentor and participate in team meetings to review sales activities/results and learn about market trends, company goals, etc.
• Obtain a broad understanding of the insurance industry, internal procedures, carrier products, firm services and lead qualification.

• Excellent written, verbal communication and presentation skills.
• Ability to clearly articulate value, influence others and motivate action.
• Time management skills and the ability to coordinate calendars with multiple stakeholders.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

EDUCATION & EXPERIENCE: High school diploma required; Bachelor’s degree preferred 2 years of relevant sales or customer service experience required; 2+ years of relevant sales or customer service experience preferred Certification(s): None required; None preferred License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required.

Rapid understanding and adoption of CRM systems (HubSpot, Salesforce, ZoomInfo, etc.).

IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.