Life Insurance Client Executive

Company:

Marsh McLennan Agency

Description:

The Life Insurance Client Executive at Marsh McLennan Agency will drive Life Insurance sales for the region while also contributing to the growth of our Private Client Services division. This role will be based in Portland, ME and will report directly to the Portland office president with matrix reporting to the President of the Private Client Services division.

Responsibilities include:

Conducts sales presentations and works to ensure the maintenance of a book of business of small, low-risk accounts and a high frequency of sales work to generate a sales prof

Conducts cold calls utilizing a proficient awareness of internal offerings and product solutions to ultimately gain sales meetings.

Develops complex and effective sales proposals and sales presentations for prospect accounts.

Closes sales deals by negotiating values and basic pricing structures to best serve both the business and client needs

Conducts thorough due diligence research leveraging various resources and channels of information to identify or understand prospect accounts or target sales expansion opportunities.

Participates and shadows a Sales Professional or Sales Leader in client and prospect meetings as appropriate to gain insight as to large or complex accounts, specializations and all general aspects of the sales process.

Maintains account relationships and works to ensure the business is viewed as a preferred vendor.

Oversees the sales process from start to finish to ensure service quality and general transactional satisfaction.

Belongs to various professional organizations and grows a large professional network to benefit and represent the business.

Participates in sales training events and other professional development courses.