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Retirement Plan Sales Consultant, Financial Services - San Francisco, United States - Keenan
Description
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Retirement Plan Sales Consultant, Keenan Financial Services
at
Keenan .
Direct message the job poster from Keenan
Director of Talent Acquisition at Keenan
As a Sales Executive you will prospect for and sell Keenan Financial Services products to new and existing clients in the Southern and Northern California region as well as out of state, while maintaining existing relationships with clients in the assigned territory .
Keenan, an Accretive company, is an insurance brokerage and consulting firm meeting the insurance needs of hospitals, public entities and California school districts.
Keenan specializes in providing consulting services in the areas of:employee benefits, workers' compensation, loss control, financial, and property & liability.
What You'll Do
Provide strategic consulting for Keenan Financial Services products to new and existing clients.
Establish and maintain relationships with prospective clients by providing regular visits and open communication.
Use consultative sales techniques to suggest new services and products and make recommendations based on analysis of prospect's existing insurance packages, circumstances and needs.
Collaborate with the P&C and EB counterparts in your assigned territory to maximize sales opportunities.Participate as a representative of the company and attend industry association events and conferences.
Develop, design and present strategic plans and fiscal analysis to clients.
Ensure timely, accurate and efficient service to clients.
Maintain thorough knowledge of prospective clients and key clients within assigned territory.
Prepare and produce scheduled reports in a timely manner.
Maintain CRM system for assigned territory.
Attend on-going educational/training programs required by the State to maintain current license status.
Maintain positive attitude and flexible hours.
Assist with special projects.
All other duties as assigned.
Regular travel required within territory assigned, which may include overnight stays.
What You'll Need
Prior experience as a producer or Account Executive as well as proven relationship-based sales success
Minimum of five (5) years of public agency and/or insurance industry experience.
Must have a proven sales record and be a self-starter who is detail oriented and has excellent verbal, written and presentation skills.
Possess negotiating skills and mathematical ability.General knowledge of management and decision making of California Public Agencies (i.e., insurance committees, bargaining units, etc.).
Proficient in Microsoft Outlook, Excel, PowerPoint and Word.
What's in it For You?
To help you make the best decision for your personal growth, it's important to us to share a glimpse of what we offer our top asset, our people:
Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.
Company match 401(k) plan – 50% up to 6%Support of your fitness wellness goals We offer up to 75% off at over 11,000 gyms and fitness centers.
Opportunity to prioritize your mental health with 24/7 access to licensed therapists.
Pet benefits & discounts.
Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout our company.
CompensationThe target salary range for this position is $100,000.00 to $125, US Dollar) annually.
The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data.
The salary may also be adjusted based on applicant's geographic location.Grow, with us
Accretive
is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.
Accretive
is passionate about fueling our clients' innovation and growth.
That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
We are proud to be one of the largest brokers in the country, but we're even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members.
Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think biggerSeniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
Job function
Job function
Sales and Business Development
Industries
Insurance
Referrals increase your chances of interviewing at Keenan by 2x
Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Disability insurance
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