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Senior Sales Executive

PIC Producers have advantages!Tenured first-class, white glove service teamsNo territory restrictionsRobust national resources that are made available to you at any timeFully integrated platform for ease of business, and no red tapeSupportive, collaborative leadershipWho We Are…We are a unique and innovative national retail risk management and employee benefits insurance brokerage and consulting firm, founded in San Francisco, California in 2007 with offices and leadership across the country.EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.We provide our producers with collaborating, local and national resources, with an innovative approach to support sales efforts. EPIC is also a data-driven organization, which powers our firm and enables our clients to meet emerging challenges, capture opportunities, and win the marketplace.What We Need…The Producer/Sales Executive is responsible for driving new business, and managing existing client revenue retention and growth, based upon assigned book of prospects and clients.• Successfully develop and deploy sales and marketing strategies with clients and prospects.• Manage overall client relationship; Drive consistent and predictable profitability, client satisfaction and organic growth.• Demonstrate technical knowledge necessary to communicate our solutions effectively.• Achieve new business sales goals on an annualized basis, based on our target market of companies.• Demonstrate proficiency in the discovery process (sales due diligence), and conceptual presentation, promoting EPIC’s competitive differentiation, and specific solutions customized for each prospect.• Collaborate with leaders in selecting appropriate teams to effectively conduct prospect sales presentations, including subject matter experts and account management staff, tailored to each opportunity.• Demonstrate the ability to identify and overcome sales obstacles on a prospect-specific basis.• Strategic thinking and innovation based on knowledge of the market, carriers, and products, including understanding important technical/financial issues.• Create positive synergy and pursue cross-selling opportunities with other EPIC practices to enhance prospect and client relationships across the company.• Work collaboratively with support teams both locally and nationally.What an EPIC Producer means to us…• A licensed professional with 5+ years of insurance brokerage sales experience or related business to business sales, including calling on senior executives, and a track record of financial success.• Strong understanding of a specific specialty – i.e. Property & Casualty, Employee Benefits, Risk Management, Private Client, OR other specific insurance vertical.• Must be personable and highly motivated to grow personal success.• Executive presence with superior written and verbal communication and presentation skills.• Goal oriented with a strong COI with visibility within your specific market.Compensation And Benefits…EPIC offers a full suite of employee benefits so our team members can match the coverage they need to their individual circumstances. Not only do we provide options for medical, dental, vision and pharmacy plans, EPIC offers access to Wellness programs that support healthy lifestyles. From life and disability insurance — through cancer services and commuter benefits — EPIC is committed to helping our employees lead their best lives.What differentiates us from the others - Our Values and Culture… #EPICNESSEPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients.• Seniority Level• Mid-Senior level• Industry• Insurance Agencies and Brokerages• Employment Type• Full-time• Job Functions• Sales• Skills• Competitive Differentiation• Discovery Process• Executive Visibility• Due Diligence• Insurance Brokerage• Sales Presentations• Strategic Thinking• New Business Sales• Presentations
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What You Should Know About Senior Sales Executive, EPIC Insurance Brokers and Consultants

At EPIC Insurance Brokers & Consultants, we're on the lookout for a dynamic Senior Sales Executive to join our vibrant team in Greenwich, CT. This is more than just a job; it's an opportunity to become part of a unique and innovative national retail risk management and employee benefits consulting firm. As a Senior Sales Executive, you'll have the chance to drive new business and manage a rich portfolio of existing client relationships. You'll develop and deploy effective sales and marketing strategies while working collaboratively with supportive leadership who are committed to your success. With no territory restrictions and a robust platform designed for ease of business, you can focus on what you do best—building relationships and generating results. We're not just about meeting sales goals; we're about creating client satisfaction and driving organic growth. You’ll be equipped with the resources you need, including local and national support, to overcome challenges and seize opportunities in the marketplace. If you have at least 5 years of insurance brokerage sales experience and a passion for what you do, EPIC is the perfect place to elevate your career. Join us in redefining the industry together!

Frequently Asked Questions (FAQs) for Senior Sales Executive Role at EPIC Insurance Brokers and Consultants
What are the key responsibilities of a Senior Sales Executive at EPIC Insurance Brokers & Consultants?

As a Senior Sales Executive at EPIC Insurance Brokers & Consultants, you'll be responsible for driving new business acquisition while maintaining existing client relationships. Your role will include developing effective sales and marketing strategies, managing overall client satisfaction, and promoting EPIC’s innovative solutions tailored to meet specific client needs.

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What qualifications are needed for the Senior Sales Executive position at EPIC Insurance Brokers & Consultants?

To qualify for the Senior Sales Executive role at EPIC Insurance Brokers & Consultants, you should have a minimum of 5 years in insurance brokerage sales or related business-to-business sales experience. A strong understanding of specialty areas such as Property & Casualty, Employee Benefits, or Risk Management is essential, along with superior communication skills and executive presence.

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How does EPIC Insurance Brokers & Consultants support its Senior Sales Executives?

EPIC Insurance Brokers & Consultants offers unmatched support for its Senior Sales Executives, including access to extensive national resources, collaborative leadership, and a fully integrated platform. This environment encourages effective sales presentations and cross-selling opportunities while eliminating unnecessary red tape so you can focus on achieving your sales goals.

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What is the work culture like at EPIC Insurance Brokers & Consultants?

The work culture at EPIC Insurance Brokers & Consultants is inclusive and diverse, with a strong commitment to fostering an environment where every employee is valued and empowered. We believe that diversity drives innovation, resulting in better outcomes for our clients. As a Senior Sales Executive, you’ll feel welcomed and appreciated while working alongside motivated colleagues.

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What kind of compensation and benefits can a Senior Sales Executive expect at EPIC Insurance Brokers & Consultants?

EPIC Insurance Brokers & Consultants offers a competitive compensation package, including a full suite of employee benefits like medical, dental, and vision plans. Employees also have access to wellness programs, life and disability insurance, and additional resources to support their health and well-being, ensuring that our team members lead their best lives.

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Common Interview Questions for Senior Sales Executive
What strategies do you use to develop new business relationships?

When addressing this question, focus on your approach to identifying prospects, understanding their needs, and building genuine relationships. Discuss how you leverage networking, referrals, and data-driven insights to create customized solutions that resonate with potential clients.

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Can you describe your experience in managing client relationships?

Here, you should highlight your experience with maintaining long-term client relationships, driving satisfaction, and achieving growth. Provide examples of how you’ve effectively communicated with clients, addressed their concerns, and delivered tailored solutions that meet their evolving needs.

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How do you stay informed about industry trends and changes?

It's essential to demonstrate your commitment to professional development. Discuss how you follow industry publications, participate in networking events, and engage in ongoing education to keep ahead of changes and innovations in the insurance industry.

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What do you consider to be the most important factors in achieving sales success?

This response should revolve around relationship building, understanding client needs, and having a strong value proposition. Highlight your belief in aligning solutions with client goals and how you measure success through client satisfaction and repeat business.

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Describe a time when you overcame a significant sales obstacle.

Be prepared to share a specific example that illustrates your problem-solving skills. Showcase your ability to analyze the situation, identify potential roadblocks, and creatively address those challenges to secure the sale.

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How do you approach creating a sales presentation?

When answering, mention your process for researching the audience, customizing your content to address their needs, and how you highlight your competitive differentiation. Discuss your use of visuals and storytelling to make your presentations more engaging.

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What technologies or tools do you use in your sales processes?

Highlight your proficiency with CRM systems, data analytics tools, or any sales enablement software relevant to the role. Explain how these tools have enhanced your ability to track prospects, manage relationships, and analyze data to inform your sales strategy.

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How have you collaborated with different teams to achieve sales goals?

Share examples of how you've worked closely with marketing, account management, and product teams. Emphasize the importance of teamwork in presenting a unified front to clients and how collaboration contributes to successful sales outcomes.

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What role does feedback play in your sales process?

Discuss how you actively seek feedback from clients and colleagues to improve your strategies and approaches. Explain how it helps you refine your techniques and better serve your clients’ needs.

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Where do you see yourself in the next few years within the sales field?

This question is an opportunity to demonstrate your ambition. Discuss your goals for professional growth within the industry, potential leadership aspirations, or your desire to specialize further in certain insurance areas while contributing to the overall success of the company.

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December 9, 2024

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