[Remote] Sales Manager, Insurance
Note: The job is a remote job and is open to candidates in USA. Colibri Group is a leading provider of Online Insurance Education for Insurance and Securities Licensing, and they are seeking an experienced Sales Manager to join their Insurance team. This role involves new client acquisition and long-term account management, requiring a candidate with a strong background in insurance or financial services sales.
Responsibilities
- Scheduling appointments and meeting existing customers in order to identify and qualify potential prospects and present current product offers and to send a follow up email the next day addressing outstanding/follow up questions
- Effective planning to conduct sales presentations by meeting customers physically (either on site or by virtual call) on daily basis
- Provide professional demonstrations or presentations of Company products and services while onsite or virtually
- Liaising between the Company and the customers for up-to-date pricing, service, and latest product-release launches
- Identifying and qualifying prospective customers through research, networking, and cold-calling
- Complete outbound prospect calling daily
- Follow-up on ALL inbound leads and marketing-sourced leads within 24 hours of receipt in CRM
- Follow-up calls for current prospects including continuously updating all prospects on Company product modifications, changes, and enhancements
- Enhancing up-to-date knowledge on new products, procedures, services, and tools by attending departmental and training meetings
- Maintaining professionalism, diplomacy, sensitivity, and tact to portray the Company in a positive manner
- Effectively attending conferences and trade shows, where applicable
- Using marketing data to maximize sales effectiveness and efficiency by using relevant sales management tools
- Preparing reports for sales and marketing and maintaining accurate expense accounts
- Updating and maintaining customer account records, including contact names and numbers for future sales
- Providing product quotes to customers as needed
- Aggressively following up on business opportunities
- Regular (weekly or biweekly) 1:1 with your direct manager, and periodic pipeline updates with senior management
Skills
- Minimum of a B.A./B.S. degree
- Strong technical/software aptitude
- 5+ years successful experience in sales and account management
- Experience selling and negotiating at C-level
- Solid experience breaking into new accounts
- Proven track record of achieving high growth against ambitious targets
- 5-8 years' experience, preferably with knowledge of the insurance and/or financial services landscape
- Understanding of competitive offerings, software and technologies, and their place in the market
- Strong managerial, communications, analytical, organizational project management and planning skills
- Strong written/oral communication and presentation skills, including presenting to large audiences
Company Overview