Sales Consultant- Ohio

Job Description

Job Description

Sales Consultant

Warner Pacific – Ohio

The Sales Consultant is responsible for building foundational broker relationships, creating sales opportunities, and achieving sales goals. This role works under close supervision to understand broker needs and provide effective product and technology training. Key duties include establishing regular contact with brokers, developing a basic understanding of product lines, and identifying initial sales opportunities to support growth. The Sales Consultant also contributes to strategic development by assisting in the development and refinement of strategies to meet annual sales targets, utilizing sales status reports to monitor activity, follow-ups, closing business, and target achievement.

Overview of Responsibilities

• Meet or achieve monthly / annual sales goals.
• Recommends appropriate solutions to meet customer needs and resolves questions with direction as needed.
• Generates prospective / inactive broker opportunities by utilizing various sales strategies.
• Cultivate current broker relationships and identify strategies to expand opportunities.
• Reviews data on sales reports to identify patterns, identify opportunities and develop sales strategies.
• Helps identify areas of sales process improvements to achieve sales targets and initiatives.
• Conduct structured training sessions covering product knowledge, quoting tools, and market trends. Regularly assess broker understanding and provide ongoing education on product updates.
• Participate in a variety of industry events and conferences to generate new agency leads and develop new business opportunities.
• Lead brokers through the entire sales cycle, ensuring they understand each step, from quote through implementation.
• Engage brokers early in the renewal process to assess client needs, any changes in the business, and possible improvements to their current policies.
• Maintain regular communication through check-ins on quote follow up, newsletters, or industry updates. Offer tailored support, whether it is new product information or helping brokers navigate the sales process.
• Demonstrate a solid understanding of our carrier partner’s, industry trends, underwriting guidelines, services, and products.
• Build relationships with cross- functional / external stakeholders and customers.
• Ensures a high level of customer service is provided for the utmost experience.
• Document activity and communication in Sales Force
• Demonstrate consistent, outstanding judgment, honesty, and integrity in all aspects of job performance.
• Provide back up in other areas within the department / company as needed / requested.
• Knowledge of core OOS quoting processes.
• Ability to participate in RFP process when competing for an agency.

Behaviors and Competencies

Additional Skills and Requirements

Compensation

This role at the time of this posting. The company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company’s sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

As an organization that values diversity of backgrounds, experiences, thoughts, and education levels, we know that an amazing candidate may not have all the qualifications that are listed above. Warner does not want to miss out on excellent candidates. If you believe you would be able to leverage your skills and strengths to meet our responsibilities section, please apply! We look forward to hearing from you!