Sales Director

Job Description

Job Description

Position Summary :

This position involves day-to-day responsibilities that require independent judgment and discretion, contributing to the company’s ongoing success.

Essential Functions & Basic Duties :

(This job specification may not include all the duties listed, nor do the examples cover all the duties that may be performed.)

Leadership & Oversight :

Train and mentor sales team in effectively closing sales opportunities using the company’s proprietary suite of products and services. Developing skills in :

• Prospecting potential clients through cold calling, networking, and professional affiliations
• Effective appointment setting and scheduling meetings with prospects
• Conducting professional and structured sales meetings
• Properly qualifying accounts prior to submission to the marketing team
• Preparing and reviewing submissions to ensure completeness and accuracy
• Acting as a liaison between clients and the marketing team during the underwriting process to obtain necessary information
• Reviewing and confirming the accuracy and adequacy of quotes
• Presenting proposals to prospects, explaining coverage options and premiums
• Negotiate payment options, including premium financing, installments, direct bill, or agency bill
• Successfully bind accounts, including obtaining Broker of Record (BOR) letters or renewal binder
• Attending closing meetings to support the finalization of sales
• Participating in turnover meetings with the Marketing and Client Services teams within one week of closing a sale

Sales Performance & Strategy :

Recruiting & Development :

Performance Metrics :

Success in this role is measured using a balanced scorecard approach, incorporating financial results, sales operations, colleague capability, and client satisfaction, with emphasis on financial outcomes.

Supervisory Duties :

This job has a high level of supervisory responsibilities. Supervision includes but is not limited to :

Knowledge, Skills, & Abilities :

Education and Work Experience :