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Business Development Program - Torrance, United States - ISU Insurance Services - The Olson Duncan Agency
Description
POSITION: Business Development Program
COMPANY: Olson Duncan
LOCATION: Torrance, California (3 months of in-person followed by hybrid or remote work)
COMPENSATION: $75k to $100k base salary plus $15k-$20k first year additional compensation
REQUIRED EXPERIENCE: 5+ years B2B account management or sales
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VISION: Producers at Olson Duncan exemplify the agency's One Responsible Source platform to bring clients convenience, security, and value through service. They work with leaders in a target industry where they become experts in property & casualty insurance and risk management. Producers ensure the seamless proactive delivery of Olson Duncan services to clients as they build a sustainable sales career with long term client partnerships, steadily growing income, and opportunities to mentor others while maintaining work and life balance.
This position includes pursuing new clients as well as taking care of existing clients for the agency. While candidates must have strong business acumen and a high degree of professionalism, all industry specific sales and insurance training is provided.
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OUTCOMES:
Expert level insurance and risk management knowledge
Steady referrals from within a target industry
Large book of clients in industries where the producer is seen as an expert
Able to mentor new producers
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ACTIONS:
Study and master Olson Duncan's One Responsible Source platform
Develop a deep understanding of Olson Duncan's team and the available resources
Draft a sales plan including defined goals and routines
Study assigned clients insurance programs and prepare for insurance renewals
Compile a prospect list in targeted industry verticals
Follow a path for developing industry knowledge through certifications and other continuing education
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ROUTINES:
Grow prospect pipeline through market research and sales tools such as LinkedIn and Google
Connect with business owners and leaders via calling, emailing and in-person meetings
Prepare prospect due diligence through extensive research
Meet with prospects and clients and share the differentiators of the agency
Establish relationships with local centers of influence within target industries
Attend trade shows and networking events within target industries
Oversee the gathering of information required for property & casualty
Recognize client needs and coordinate with agency teams to deliver value-added solutions
Bring additional services to clients and deliver on the One Responsible Source methodology
Study valuable certification material
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POSITION QUALIFICATIONS:
5 to 15 years of experience working in a sales and/or client management environment
Willing to participate in an intensive training program including significant study and work
College degree with emphasis in business, marketing, finance, sales, economics or similar fields of study where a high degree of business acumen is expected
Currently licensed or willing to obtain California Property & Casualty Insurance agent's license
Proficient in Microsoft Office (PowerPoint, Excel, Word)
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ABOUT OLSON DUNCAN:
Established nearly 80 years ago, Olson Duncan is a community focused independent insurance agency that is able to deliver on both property & casualty insurance as well as health insurance and other benefits for businesses throughout California and beyond. Olson Duncan has a culture of consistently focusing on the well-being of its team members and believes that by taking great care of each other we're able to take great care of clients. All our positions include extensive training and coaching, competitive compensation, Group Benefits including medical, dental, vision, group life insurance; a profit sharing 401(k) program and generous paid vacation.
