Sales Associate Employee Benefits

Unison Risk Advisors
Cincinnati, OH

Job Description

Job Summary : Responsible for generating sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff. Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals.

A Day in The Life :

  • Establish a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year.

  • Capitalize on opportunities to cross-sell multiple lines of coverage to existing clients; collaborate with department peers and service staff managing the companys various practices to maximize the sale of services provided.

  • Maintain a high level of sales activity through self-driven initiatives to achieve production goals markets products and services to the appropriate contact.

  • Develop and execute a proactive strategy to source leads identify and target decision-makers and make cold calls to obtain opportunities for an appointment and service presentation.

  • Perform a detailed analysis of a prospective clients needs by reviewing their existing insurance / risk management program; makes recommendations for appropriate and competitive coverages.

  • Customize insurance programs to suit customer needs covering a variety of risks; explains features advantages and disadvantages of various policies to promote the sale of services.

What Youll Need :

  • Successful selling experience in a business-to- business product or service is preferred.

  • Strong analytical and problem-solving skills

  • Effective networking and relationship-building skills

  • Exceptional interpersonal abilities

Who You Are :

  • A pro-active goal-driven and confident attitude

  • A service-oriented collaborative approach

  • An outgoing professional demeanor

  • Excellent listening verbal and written communication skills

  • Highly organized detail-oriented and results-based

  • Insightful creative and innovative

Required Experience:

IC

Posted 2025-11-24

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