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Blue Advisory is a specialist business solution provider and Management Consulting Firm. We help our clients solve problems; developing customized solutions aimed at simplifying complex business situations and providing tailored advice on business decisions.
Job Description/Responsibilities
Utilize Sales Strategy Development:
- Develop and implement effective sales strategies aligned with the goals and objectives of the insurtech firm.
- Continuously assess market trends and competitor activities to adapt and refine sales approaches.
Team Leadership and Management:
- Recruit, train, and manage a high-performing sales team.
- Provide leadership, motivation, and guidance to ensure the team meets and exceeds sales targets.
Sales Performance Monitoring:
- Establish and monitor key performance indicators (KPIs) to evaluate the performance of the sales team.
- Analyze sales data to identify trends, opportunities, and areas for improvement.
Goal Setting and Target Achievement:
- Set realistic and challenging sales targets for the team.
- Work collaboratively with team members to develop action plans to achieve and exceed sales goals.
Client Relationship Management:
- Cultivate and maintain strong relationships with key clients and partners.
- Oversee the development and maintenance of a customer relationship management (CRM) system.
Sales Training and Development:
- Provide ongoing training and development opportunities for the sales team.
- Ensure team members are equipped with the necessary product knowledge and sales skills.
Lead Generation and Prospecting:
- Develop and implement lead generation strategies to expand the customer base.
- Collaborate with marketing teams to optimize lead generation efforts.
Sales Presentations and Negotiations:
- Conduct and guide the team in delivering effective sales presentations.
- Assist in negotiating and closing high-value deals with key clients.
Cross-Functional Collaboration:
- Collaborate with other departments, including marketing, product development, and customer service, to align sales efforts with overall business objectives.
Sales Forecasting:
- Develop accurate sales forecasts based on market analysis and historical data.
- Provide regular updates on sales performance and projections to the executive team.
Technology Utilization:
- Leverage technology, including sales management software and analytics tools, to streamline sales processes and enhance decision-making.
Feedback and Continuous Improvement:
- Collect and analyze customer feedback to identify areas for improvement.
- Foster a culture of continuous improvement within the sales team.
Compliance and Ethical Standards:
- Ensure that sales activities comply with industry regulations and ethical standards.
- Promote a culture of integrity and transparency within the sales team.
Market Expansion:
- Identify opportunities for market expansion and penetration.
- Develop strategies to enter new markets and increase the firm's market share.
Budget Management:
- Develop and manage the sales budget effectively.
- Allocate resources to maximize returns and minimize costs.
Job Requirements
- Minimum of 8+ years’ experience in insurance sales.
- Proven work experience driving B2B, B2C, channel sales, agency in Insurance sales
- Demonstrated success in meeting or exceeding sales targets and driving revenue growth.
- Proficiency in sales software and CRM tools.
- Experience with managing sales funnels and customer success.
- Bachelor’s degree in Business Administration, Marketing or related discipline.
- Effective communication, organizational and problem-solving skills.
- Creative capacity to develop and lead initiatives to improve sales processes.
- Effective capacity to work and collaborate with cross functional teams.
- Proven track record of achieving and exceeding sales targets.
- Ability to efficiently manage multiple sales communications simultaneously