Regional Sales Executive

About the role

A Regional Sales Executive's (RSE) responsibility is to solve our clients’ needs through consultative and solution-based selling, and to build relationships with peers in the Workforce Benefits (Group Life, Disability, Absence, and Voluntary products) division and key brokers throughout his/her territory to identify, develop and negotiate sales opportunities. An RSE is expected to build, maintain, and execute sales plans agreed upon with his/her manager. The RSE’s activities will include learning and staying informed on industry trends, market intelligence and product information for all product solutions within the Workforce Benefits division; establishing, updating and managing target account lists and pipeline management; following a comprehensive sales process that will include marketing programs, educational seminars, customer needs analysis meetings, presentations to develop new and expand existing accounts; managing both external and internal stakeholders throughout the sales process and contributing to sales planning, forecasting and product development. Travel is required. You must reside in the states that make up your territory (MI).

Responsibilities

· You are responsible for developing and nurturing both existing and new broker relationships in your market to increase Symetra's penetration of the Voluntary Benefits market.

· Conduct face-to-face consultative meetings with your brokers to understand their customers' needs and provide a competitive solution to them.

· Maintain and strengthen your relationship with existing brokers to ensure policy renewals and close new business opportunities.

· Cultivate quality partnerships with your sales peers, support, and services teams as well as internal partners.

· Meet the minimum face-to-face interactions with your brokers, including your call, quote and closed sales activity as defined by Symetra through your annual business plan.

· Responsible for maximizing enrollment results through a firm understanding of each client’s enrollment methodology, enrollment communication plan, and enrollment systems, in partnership with the Director of Enrollment.

· Provide advice on effective enrollment strategies and review any materials that are being provided to enrollees to ensure that Symetra’s products are well positioned.

· Build a robust annual business plan. You will build, review and gain approval for your business plan with the support of your manager.

· Modify your plan as needed to achieve your sales targets, profitability, and client retention.

 

Your education, experience, and skills

· College degree or equivalent work experience

· 3+ years’ experience selling Life and Disability Voluntary Benefits insurance products with strong knowledge of the Life and DI market and products.

· Must have solid relationships with key brokers, agents, and consultants in your territory.

· All new hires must have a resident license within 90 days of employment as well as non-resident licenses in the states to which they are assigned.

· Keen listening and business planning skills.

· Solid time management skills.

· Ability to prioritize activities in support of achieving your sales and persistency goals.

· Must be a student of the business and have strong work ethic.

· Aggressive in seeking new business throughout the year.

· Adopt change quickly.

· Strong contact management strategies.

· Strong written and verbal communication skills.

· Demonstrated understanding of risk and pricing dynamics of Life and Disability Voluntary Benefits Insurance.

· Strong negotiation skills and demonstrated ability to create mutually beneficial outcomes which solve and/or address client opportunities while promoting long-term profitable relationships and revenue sources.

· Experience with consultative selling practices is highly preferred.

· Knowledge of enrollment solutions and benefits administration systems.

· Experience with Customer Relationship Management (CRM) systems.